Data as of Q4 2025 (Dec 31, 2025)

BBFIT INVESTMENTS PTE LTD

โ€ขCIK: 2094345โ€ขFiling: Q4 2025

**BBFIT INVESTMENTS PTE LTD** manages $1.0B across a concentrated portfolio of 9 positions. The fund exhibits significant conviction in technology and growth names, evidenced by its top holding in VSCO at $558.5M. Further substantial allocations include ANF ($205.5M) and BABA ($106.8M), suggesting a directional, high-conviction mandate. This structure indicates a focused approach targeting outsized returns within selected sectors.

Total AUM
$1.0B
QoQ Performance
N/A
Positions
9
Top 10 Concentration
100.0%
Latest Filing
Q4 2025

Top Holdings Allocation

VSCO
ANF
BABA
SPG
VSCO55.7%
ANF20.5%
BABA10.7%
SPG8.0%
THO2.7%
BA2.1%
PLBY0.2%
IMKTA0.1%

๐Ÿ“ˆ Biggest Buys

VSCO
VICTORIAS SECRET AND CO
NEW
55.7% of portfolio
ANF
ABERCROMBIE & FITCH CO
NEW
20.5% of portfolio
BABA
ALIBABA GROUP HLDG LTD
NEW
10.7% of portfolio
SPG
SIMON PPTY GROUP INC NEW
NEW
8.0% of portfolio
THO
THOR INDS INC
NEW
2.7% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other89.9%
Real Estate8.0%
Industrial2.1%