BSN CAPITAL PARTNERS Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), BSN CAPITAL PARTNERS Ltd reported 26 stock positions worth $2.2 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 13.5% of the portfolio, followed by Nvidia (NVDA, 12.4%) and SS Financial Select Sector (XLF, 10.4%). Compared with Q1 2026, it opened 17 new positions, sold out of 17, added to 3 and reduced 6. The biggest buy was a new position in SS Financial Select Sector (XLF) and the biggest sale Nvidia (NVDA, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- —
- CIK
- 0001911876
- Portfolio Value
- $2.2B (Q2 2026)
- SEC Filing
- 0001911876-26-000023 ↗ filed Aug 12, 2026
Holdings Value
Holdings 26 stocks · $2.2B
| IVV iShares Core S&P 500 ETF | 13.46% | 400,032 | $297.7M | Reduce -32.9% |
| NVDA Nvidia Corp. | 12.41% | 1,369,863 | $274.4M | Reduce -77.5% |
| XLF SS Financial Select Sector | 10.43% | 4,296,245 | $230.7M | New |
| GS Goldman Sachs Group Inc. | 9.87% | 202,017 | $218.2M | Add +27.5% |
| AAPL Apple Inc. | 7.62% | 575,000 | $168.5M | Reduce -73.0% |
| AVGO Broadcom Inc. | 6.25% | 368,813 | $138.2M | New |
| GOOG Alphabet Inc. Class C | 5.43% | 340,404 | $120.2M | Add +532.2% |
| GOOGL Alphabet Inc. Class A | 4.29% | 271,250 | $94.9M | Reduce -61.3% |
| IBN Icici Bank Ltd.-Spon ADR | 3.97% | 3,098,060 | $87.7M | Add +169.4% |
| VALE Vale SA-SP ADR | 3.15% | 4,555,833 | $69.7M | New |
| LRCX Lam Research Corp. | 2.25% | 133,172 | $49.8M | New |
| COST Costco Wholesale Corp. | 2.17% | 50,000 | $48.1M | New |
| SNDK Sandisk Corp. | 2.14% | 21,112 | $47.3M | New |
| C Citigroup Inc. | 1.95% | 300,000 | $43.1M | New |
| INTC Intel Corp. | 1.79% | 300,000 | $39.5M | New |
| APH Amphenol Corp. Class A | 1.62% | 220,000 | $35.8M | New |
| AMZN Amazon.com Inc. | 1.55% | 147,600 | $34.2M | Reduce -81.3% |
| MS Morgan Stanley | 1.55% | 161,268 | $34.2M | New |
| JPM JPMorgan Chase & Co. | 1.51% | 100,000 | $33.3M | New |
| QCOM Qualcomm Inc. | 1.34% | 157,270 | $29.7M | New |
| AMAT Applied Materials Inc. | 1.33% | 50,000 | $29.4M | New |
| TXN Texas Instruments Inc. | 1.10% | 80,000 | $24.2M | New |
| HCA HCA Healthcare Inc. | 0.95% | 52,786 | $21.0M | New |
| ECL Ecolab Inc. | 0.91% | 73,520 | $20.1M | New |
| DELL Dell Technologies -C | 0.75% | 40,786 | $16.5M | New |
| TSLA Tesla Inc. | 0.23% | 12,531 | $5.1M | Reduce -87.1% |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -77.5% | 12.41% | −15.81 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −10.23 |
| AAPL Apple Inc. | Reduce -73.0% | 7.62% | −6.30 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −5.00 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −3.61 |
| NFLX Netflix Inc. | Sold out | 0.00% | −3.53 |
| AMZN Amazon.com Inc. | Reduce -81.3% | 1.55% | −3.10 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −1.53 |
| BAC Bank of America Corp. | Sold out | 0.00% | −1.39 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −1.32 |
| GOOGL Alphabet Inc. Class A | Reduce -61.3% | 4.29% | −1.08 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.99 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.95 |
| TSLA Tesla Inc. | Reduce -87.1% | 0.23% | −0.87 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.55 |
| HDB HDFC Bank Ltd.-ADR | Sold out | 0.00% | −0.49 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.47 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −0.47 |
| BA The Boeing Co. | Sold out | 0.00% | −0.46 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.30 |
| RTX RTX Corp. | Sold out | 0.00% | −0.29 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.26 |
| IVV iShares Core S&P 500 ETF | Reduce -32.9% | 13.46% | +3.35 |
Portfolio Buys Q1 2026 → Q2 2026
| XLF SS Financial Select Sector | New | 10.43% | +10.43 |
| GS Goldman Sachs Group Inc. | Add +27.5% | 9.87% | +6.39 |
| AVGO Broadcom Inc. | New | 6.25% | +6.25 |
| GOOG Alphabet Inc. Class C | Add +532.2% | 5.43% | +5.00 |
| VALE Vale SA-SP ADR | New | 3.15% | +3.15 |
| IBN Icici Bank Ltd.-Spon ADR | Add +169.4% | 3.97% | +3.08 |
| LRCX Lam Research Corp. | New | 2.25% | +2.25 |
| COST Costco Wholesale Corp. | New | 2.17% | +2.17 |
| SNDK Sandisk Corp. | New | 2.14% | +2.14 |
| C Citigroup Inc. | New | 1.95% | +1.95 |
| INTC Intel Corp. | New | 1.79% | +1.79 |
| APH Amphenol Corp. Class A | New | 1.62% | +1.62 |
| MS Morgan Stanley | New | 1.55% | +1.55 |
| JPM JPMorgan Chase & Co. | New | 1.51% | +1.51 |
| QCOM Qualcomm Inc. | New | 1.34% | +1.34 |
| AMAT Applied Materials Inc. | New | 1.33% | +1.33 |
| TXN Texas Instruments Inc. | New | 1.10% | +1.10 |
| HCA HCA Healthcare Inc. | New | 0.95% | +0.95 |
| ECL Ecolab Inc. | New | 0.91% | +0.91 |
| DELL Dell Technologies -C | New | 0.75% | +0.75 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 26 | $2.2B | IVV, NVDA, XLF, GS, AAPL |
| Q1 2026Amended | 26 | $3.9B | NVDA, AAPL, MSFT, IVV, GOOGL |
| Q4 2025Amended | 24 | $2.1B | NVDA, MSFT, IVV, BRK.B, AAPL |
| Q3 2025 | 16 | $1.3B | AMZN, MSFT, BRK.B, IBIT, NFLX |
| Q2 2025 | 16 | $1.3B | AMZN, MSFT, BRK.B, IBIT, NFLX |
| Q1 2025 | 9 | $2.1B | AMZN, BRK.B, MSFT, NFLX, AAPL |
| Q4 2024 | 12 | $2.5B | AAPL, BRK.B, AMZN, TSLA, NVDA |
| Q3 2024 | 38 | $513.6M | NVDA, AAPL, UNH, MSFT, EQIX |
| Q2 2024 | 6 | $1.5B | AAPL, AMZN, BRK.B, NFLX, NVDA |
| Q1 2024 | 6 | $1.3B | AMZN, NVDA, GOOGL, GOOG, BRK.B |