BSN CAPITAL PARTNERS Ltd

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), BSN CAPITAL PARTNERS Ltd reported 9 stock positions worth $2.1 billion. Its top holding was Amazon.com (AMZN) at 27.1% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 25.4%) and Microsoft (MSFT, 15.7%). Compared with Q4 2024, it opened 3 new positions, sold out of 6, added to 3 and reduced 3. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale Apple (AAPL, shares −74%).

Most Recent 13F
Q2 2026
Location
—
CIK
0001911876
Portfolio Value
$2.1B (Q1 2025)
SEC Filing
0001911876-25-000016 ↗ filed May 14, 2025

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.5B Q2 2024 Q3 2024: $513.6M Q3 2024 Q4 2024: $2.5B Q4 2024 Q1 2025: $2.1B $2.1B Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $2.1B Q4 2025 Q1 2026: $3.9B Q1 2026 Q2 2026: $2.2B Q2 2026

Holdings 9 stocks · $2.1B
AMZN Amazon.com Inc. 27.13% 2,822,997 $557.1M Add +48.5%
BRK.B Berkshire Hathaway Inc. Class B 25.41% 1,000,000 $521.9M Reduce -27.5%
MSFT Microsoft Corp. 15.69% 834,000 $322.1M New
NFLX Netflix Inc. 7.23% 155,400 $148.5M Add +70.8%
AAPL Apple Inc. 6.80% 660,000 $139.7M Reduce -73.7%
TSLA Tesla Inc. 6.77% 538,000 $139.1M Reduce -23.3%
IBIT iShares Bitcoin Trust ETF 6.48% 2,800,000 $133.2M New
ISRG Intuitive Surgical Inc. 2.41% 87,000 $49.4M New
AMD Advanced Micro Devices 2.07% 400,000 $42.6M Add +92.3%

Portfolio Sells Q4 2024 → Q1 2025
AAPL Apple Inc. Reduce -73.7% 6.80% −18.65
NVDA Nvidia Corp. Sold out 0.00% −5.96
TSLA Tesla Inc. Reduce -23.3% 6.77% −5.79
ELV Elevance Health Inc. Sold out 0.00% −3.21
META Meta Platforms Inc. Class A Sold out 0.00% −2.52
GOOG Alphabet Inc. Class C Sold out 0.00% −2.28
UNH Unitedhealth Group Inc. Sold out 0.00% −1.46
MRK Merck & Co. Inc. Sold out 0.00% −1.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -27.5% 25.41% +0.76

Portfolio Buys Q4 2024 → Q1 2025
MSFT Microsoft Corp. New 15.69% +15.69
AMZN Amazon.com Inc. Add +48.5% 27.13% +10.53
IBIT iShares Bitcoin Trust ETF New 6.48% +6.48
NFLX Netflix Inc. Add +70.8% 7.23% +3.99
ISRG Intuitive Surgical Inc. New 2.41% +2.41
AMD Advanced Micro Devices Add +92.3% 2.07% +1.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 26$2.2BIVV, NVDA, XLF, GS, AAPL
Q1 2026Amended 26$3.9BNVDA, AAPL, MSFT, IVV, GOOGL
Q4 2025Amended 24$2.1BNVDA, MSFT, IVV, BRK.B, AAPL
Q3 2025 16$1.3BAMZN, MSFT, BRK.B, IBIT, NFLX
Q2 2025 16$1.3BAMZN, MSFT, BRK.B, IBIT, NFLX
Q1 2025 9$2.1BAMZN, BRK.B, MSFT, NFLX, AAPL
Q4 2024 12$2.5BAAPL, BRK.B, AMZN, TSLA, NVDA
Q3 2024 38$513.6MNVDA, AAPL, UNH, MSFT, EQIX
Q2 2024 6$1.5BAAPL, AMZN, BRK.B, NFLX, NVDA
Q1 2024 6$1.3BAMZN, NVDA, GOOGL, GOOG, BRK.B