True Blue (BVI) Ltd
- SEC CIK
- 0002011315
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Jun 24, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 4
- −1 vs. Q4 2024
- Portfolio value
- $136.9M
- −$25.5M (−15.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 135,620 | $50.9M | 37.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 211,050 | $33.0M | 24.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 202,000 | $31.2M | 22.8% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 200,520 | $21.7M | 15.9% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.