BSN CAPITAL PARTNERS Ltd
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 9, 2024), BSN CAPITAL PARTNERS Ltd reported 38 stock positions worth $513.6 million. Its top holding was Nvidia (NVDA) at 10.8% of the portfolio, followed by Apple (AAPL, 5.3%) and Unitedhealth (UNH, 4.8%). Compared with Q2 2024, it opened 35 new positions, sold out of 3, added to 1 and reduced 2. The biggest buy was Nvidia (NVDA, shares +3%) and the biggest sale Apple (AAPL, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- —
- CIK
- 0001911876
- Portfolio Value
- $513.6M (Q3 2024)
- SEC Filing
- 0001911876-24-000017 ↗ filed Oct 9, 2024
Holdings Value
Holdings 38 stocks · $513.6M
| NVDA Nvidia Corp. | 10.80% | 430,714 | $55.5M | Add +3.1% |
| AAPL Apple Inc. | 5.34% | 120,000 | $27.4M | Reduce -95.3% |
| UNH Unitedhealth Group Inc. | 4.81% | 48,520 | $24.7M | New |
| MSFT Microsoft Corp. | 4.47% | 50,000 | $23.0M | Reduce -52.4% |
| EQIX Equinix Inc. | 3.89% | 24,855 | $20.0M | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.78% | 200,000 | $19.4M | New |
| GOOG Alphabet Inc. Class C | 3.75% | 103,530 | $19.3M | New |
| SHW The Sherwin-Williams Co. | 3.55% | 61,000 | $18.2M | New |
| LLY Eli Lilly & Co. | 3.27% | 18,000 | $16.8M | New |
| EW Edwards Lifesciences Corp. | 3.24% | 178,001 | $16.6M | New |
| ECL Ecolab Inc. | 3.20% | 67,900 | $16.4M | New |
| KO The Coca-Cola Co. | 2.93% | 240,000 | $15.0M | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 2.84% | 140,000 | $14.6M | New |
| AVGO Broadcom Inc. | 2.72% | 81,563 | $14.0M | New |
| BA The Boeing Co. | 2.68% | 73,905 | $13.8M | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 2.66% | 450,572 | $13.6M | New |
| JNJ Johnson & Johnson | 2.58% | 90,000 | $13.2M | New |
| AVB Avalonbay Communities Inc. | 2.54% | 64,218 | $13.0M | New |
| PNC PNC Financial Services Group | 2.44% | 74,238 | $12.5M | New |
| EXR Extra Space Storage Inc. | 2.41% | 80,717 | $12.4M | New |
| MAA Mid-America Apartment Comm | 2.25% | 82,752 | $11.6M | New |
| UDR Udr Inc. | 1.91% | 242,314 | $9.8M | New |
| VTR Ventas Inc. | 1.73% | 169,200 | $8.9M | New |
| FCX Freeport-McMoran Inc. | 1.73% | 176,294 | $8.9M | New |
| PSA Public Storage | 1.70% | 28,943 | $8.7M | New |
| CVS CVS Health Corp. | 1.66% | 146,630 | $8.5M | New |
| NOC Northrop Grumman Corp. | 1.63% | 19,331 | $8.3M | New |
| PG The Procter & Gamble Co. | 1.62% | 50,000 | $8.3M | New |
| APH Amphenol Corp. Class A | 1.62% | 119,458 | $8.3M | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.57% | 189,999 | $8.1M | New |
| IDXX Idexx Laboratories Inc. | 1.46% | 15,945 | $7.5M | New |
| XYL Xylem Inc. | 1.27% | 46,191 | $6.5M | New |
| CAT Caterpillar Inc. | 1.17% | 17,450 | $6.0M | New |
| FISV Fiserv Inc. | 1.17% | 38,163 | $6.0M | New |
| DELL Dell Technologies -C | 0.97% | 39,730 | $5.0M | New |
| DECK Deckers Outdoor Corp. | 0.96% | 5,560 | $4.9M | New |
| CL Colgate-Palmolive Co. | 0.88% | 46,610 | $4.5M | New |
| GEHC GE Healthcare Technology | 0.78% | 49,500 | $4.0M | New |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Add +3.1% | 10.80% | +7.41 |
| UNH Unitedhealth Group Inc. | New | 4.81% | +4.81 |
| EQIX Equinix Inc. | New | 3.89% | +3.89 |
| DIS The Walt Disney Co. | New | 3.78% | +3.78 |
| GOOG Alphabet Inc. Class C | New | 3.75% | +3.75 |
| SHW The Sherwin-Williams Co. | New | 3.55% | +3.55 |
| LLY Eli Lilly & Co. | New | 3.27% | +3.27 |
| EW Edwards Lifesciences Corp. | New | 3.24% | +3.24 |
| ECL Ecolab Inc. | New | 3.20% | +3.20 |
| KO The Coca-Cola Co. | New | 2.93% | +2.93 |
| EL Estee Lauder Companies Class A | New | 2.84% | +2.84 |
| AVGO Broadcom Inc. | New | 2.72% | +2.72 |
| BA The Boeing Co. | New | 2.68% | +2.68 |
| VICI Vici Properties Inc. | New | 2.66% | +2.66 |
| JNJ Johnson & Johnson | New | 2.58% | +2.58 |
| AVB Avalonbay Communities Inc. | New | 2.54% | +2.54 |
| PNC PNC Financial Services Group | New | 2.44% | +2.44 |
| EXR Extra Space Storage Inc. | New | 2.41% | +2.41 |
| MAA Mid-America Apartment Comm | New | 2.25% | +2.25 |
| UDR Udr Inc. | New | 1.91% | +1.91 |
| VTR Ventas Inc. | New | 1.73% | +1.73 |
| FCX Freeport-McMoran Inc. | New | 1.73% | +1.73 |
| PSA Public Storage | New | 1.70% | +1.70 |
| CVS CVS Health Corp. | New | 1.66% | +1.66 |
| NOC Northrop Grumman Corp. | New | 1.63% | +1.63 |
| PG The Procter & Gamble Co. | New | 1.62% | +1.62 |
| APH Amphenol Corp. Class A | New | 1.62% | +1.62 |
| BAC Bank of America Corp. | New | 1.57% | +1.57 |
| IDXX Idexx Laboratories Inc. | New | 1.46% | +1.46 |
| XYL Xylem Inc. | New | 1.27% | +1.27 |
| CAT Caterpillar Inc. | New | 1.17% | +1.17 |
| FISV Fiserv Inc. | New | 1.17% | +1.17 |
| DELL Dell Technologies -C | New | 0.97% | +0.97 |
| DECK Deckers Outdoor Corp. | New | 0.96% | +0.96 |
| CL Colgate-Palmolive Co. | New | 0.88% | +0.88 |
| GEHC GE Healthcare Technology | New | 0.78% | +0.78 |
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 |