True Blue (BVI) Ltd — Q2 2025 13F-HR

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Q2 2025 · 13F-HR

True Blue (BVI) Ltdholdings as filed

Filed 2025-08-14 · accession 0001013594-25-001021

$172.2M

Reported value

Positions

2025-06-30

Period end

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The Brief · True Blue (BVI) Ltd · Q2 2025

AI · grounded in 13F

True Blue (BVI) Ltd established a new position in MSFT valued at $67.46M. The fund also initiated new stakes in GOOG for $37.44M and GOOGL for $35.60M. Additionally, the fund added NVDA to its portfolio with a $31.68M investment. These four positions bring the fund's total AUM to $172.18M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
594918104	MSFT	MICROSOFT CORP	$67.5M	39.2%	135,620	Common	NONE
02079K107	GOOG	ALPHABET INC	$37.4M	21.7%	211,050	Common	NONE
02079K305	GOOGL	ALPHABET INC	$35.6M	20.7%	202,000	Common	NONE
67066G104	NVDA	NVIDIA CORPORATION	$31.7M	18.4%	200,520	Common	NONE

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.