BBFIT INVESTMENTS PTE LTD — 13F holdings

BBFIT INVESTMENTS PTE LTD reported 7 holdings worth $1.10B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. VSXY VICTORIAS SECRET AND CO — $743M (67.6%)
2. ANF ABERCROMBIE & FITCH CO — $147M (13.4%)
3. SPG SIMON PPTY GROUP INC NEW — $96.7M (8.8%)
4. BABA ALIBABA GROUP HLDG LTD — $70.0M (6.4%)
5. BA BOEING CO — $21.4M (1.9%)
6. THO THOR INDS INC — $19.8M (1.8%)
7. PLBY PLAYBOY INC — $1.49M (0.1%)