BSN CAPITAL PARTNERS Ltd
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), BSN CAPITAL PARTNERS Ltd reported 12 stock positions worth $2.5 billion. Its top holding was Apple (AAPL) at 25.5% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 24.7%) and Amazon.com (AMZN, 16.6%). Compared with Q3 2024, it opened 8 new positions, sold out of 34 and added to 4. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale an exit from Microsoft (MSFT).
- Most Recent 13F
- Q2 2026
- Location
- —
- CIK
- 0001911876
- Portfolio Value
- $2.5B (Q4 2024)
- SEC Filing
- 0001911876-25-000007 ↗ filed Jan 28, 2025
Holdings Value
Holdings 12 stocks · $2.5B
| AAPL Apple Inc. | 25.46% | 2,513,483 | $636.6M | Add +1994.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 24.65% | 1,380,021 | $616.5M | New |
| AMZN Amazon.com Inc. | 16.60% | 1,900,500 | $415.2M | New |
| TSLA Tesla Inc. | 12.57% | 700,945 | $314.3M | New |
| NVDA Nvidia Corp. | 5.96% | 1,133,380 | $149.0M | Add +163.1% |
| NFLX Netflix Inc. | 3.24% | 91,000 | $80.9M | New |
| ELV Elevance Health Inc. | 3.21% | 219,603 | $80.4M | New |
| META Meta Platforms Inc. Class A | 2.52% | 107,644 | $63.1M | New |
| GOOG Alphabet Inc. Class C | 2.28% | 300,000 | $57.0M | Add +189.8% |
| UNH Unitedhealth Group Inc. | 1.46% | 72,818 | $36.4M | Add +50.1% |
| MRK Merck & Co. Inc. | 1.04% | 264,734 | $26.1M | New |
| AMD Advanced Micro Devices | 1.01% | 208,000 | $25.3M | New |
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Sold out | 0.00% | −4.47 |
| EQIX Equinix Inc. | Sold out | 0.00% | −3.89 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −3.78 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −3.55 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −3.27 |
| EW Edwards Lifesciences Corp. | Sold out | 0.00% | −3.24 |
| ECL Ecolab Inc. | Sold out | 0.00% | −3.20 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −2.93 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −2.84 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −2.72 |
| BA The Boeing Co. | Sold out | 0.00% | −2.68 |
| VICI Vici Properties Inc. | Sold out | 0.00% | −2.66 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −2.58 |
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −2.54 |
| PNC PNC Financial Services Group | Sold out | 0.00% | −2.44 |
| EXR Extra Space Storage Inc. | Sold out | 0.00% | −2.41 |
| MAA Mid-America Apartment Comm | Sold out | 0.00% | −2.25 |
| UDR Udr Inc. | Sold out | 0.00% | −1.91 |
| VTR Ventas Inc. | Sold out | 0.00% | −1.73 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −1.73 |
| PSA Public Storage | Sold out | 0.00% | −1.70 |
| CVS CVS Health Corp. | Sold out | 0.00% | −1.66 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −1.63 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −1.62 |
| APH Amphenol Corp. Class A | Sold out | 0.00% | −1.62 |
| BAC Bank of America Corp. | Sold out | 0.00% | −1.57 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −1.46 |
| XYL Xylem Inc. | Sold out | 0.00% | −1.27 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −1.17 |
| FISV Fiserv Inc. | Sold out | 0.00% | −1.17 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.97 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.96 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.88 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.78 |
Portfolio Buys Q3 2024 → Q4 2024
| BRK.B Berkshire Hathaway Inc. Class B | New | 24.65% | +24.65 |
| AAPL Apple Inc. | Add +1994.6% | 25.46% | +20.11 |
| AMZN Amazon.com Inc. | New | 16.60% | +16.60 |
| TSLA Tesla Inc. | New | 12.57% | +12.57 |
| NFLX Netflix Inc. | New | 3.24% | +3.24 |
| ELV Elevance Health Inc. | New | 3.21% | +3.21 |
| META Meta Platforms Inc. Class A | New | 2.52% | +2.52 |
| MRK Merck & Co. Inc. | New | 1.04% | +1.04 |
| AMD Advanced Micro Devices | New | 1.01% | +1.01 |
| GOOG Alphabet Inc. Class C | Add +189.8% | 2.28% | −1.47 |
| UNH Unitedhealth Group Inc. | Add +50.1% | 1.46% | −3.36 |
| NVDA Nvidia Corp. | Add +163.1% | 5.96% | −4.84 |
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 |