Q4 2025 · 13F-HR
BBFIT INVESTMENTS PTE LTDholdings as filed
Filed 2026-02-17 · accession 0001213900-26-017280
$1.00B
Reported value
9
Positions
2025-12-31
Period end
The Brief · BBFIT INVESTMENTS PTE LTD · Q4 2025
AI · grounded in 13F
BBFIT INVESTMENTS PTE LTD established a new position in VSCO valued at $558.5M. The fund also initiated new stakes in ANF for $205.5M and BABA for $106.8M. Additional new positions include SPG, THO, and BA.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $558.5M | 55.7% | 10,310,531 | Common | SOLE |
| 002896207 | ANF | ABERCROMBIE & FITCH CO | $205.5M | 20.5% | 1,632,944 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $106.8M | 10.7% | 728,800 | Common | SOLE |
| 828806109 | SPG | SIMON PPTY GROUP INC NEW | $80.1M | 7.98% | 432,500 | Common | SOLE |
| 885160101 | THO | THOR INDS INC | $27.1M | 2.70% | 263,716 | Common | SOLE |
| 097023105 | BA | BOEING CO | $21.5M | 2.14% | 99,000 | Common | SOLE |
| 72814P109 | PLBY | PLAYBOY INC | $2.3M | 0.23% | 1,221,901 | Common | SOLE |
| 457030104 | IMKTA | INGLES MKTS INC | $521,803 | 0.05% | 7,612 | Common | SOLE |
| 84920Y106 | SPWH | SPORTSMANS WHSE HLDGS INC | $395,241 | 0.04% | 270,713 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.