Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VSXYVictorias Secret And Co | $742.9M | 67.6% | −13.7% |
| ANFAbercrombie & Fitch Co | $147.0M | 13.4% | |
| SPGSimon Ppty Group Inc New | $96.7M | 8.8% | |
| BABAAlibaba Group Hldg Ltd | $70.0M | 6.4% | |
| BABoeing Co | $21.4M | 1.9% | |
| THOThor Inds Inc | $19.8M | 1.8% | |
| PLBYPlayboy Inc | $1.5M | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| VSXYVictorias Secret And Co | December 31, 2025 | +54.1% | $742.9M |
| SPGSimon Ppty Group Inc New | December 31, 2025 | +20.8% | $96.7M |
| BABoeing Co | December 31, 2025 | −0.3% | $21.4M |
| THOThor Inds Inc | December 31, 2025 | −26.8% | $19.8M |
| ANFAbercrombie & Fitch Co | December 31, 2025 | −28.5% | $147.0M |
| BABAAlibaba Group Hldg Ltd | December 31, 2025 | −34.5% | $70.0M |
| PLBYPlayboy Inc | December 31, 2025 | −35.1% | $1.5M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +44.6% | +14.8% |
| March 31, 2026 | −15.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Bbfit Investments Pte Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2094345&type=13F-HR&dateb=&owner=include&count=40CIK 2094345
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2094345/000121390026090023/Filed August 14, 2026 · accession 0001213900-26-090023