BSN CAPITAL PARTNERS Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 25, 2025), BSN CAPITAL PARTNERS Ltd reported 16 stock positions worth $1.3 billion. Its top holding was Amazon.com (AMZN) at 30.1% of the portfolio, followed by Microsoft (MSFT, 21.1%) and Berkshire Hathaway Class B (BRK.B, 20.7%). Compared with Q1 2025, it opened 8 new positions, sold out of 1 and reduced 7. The biggest buy was a new position in Walgreens Boots Alliance (WBA) and the biggest sale an exit from Apple (AAPL).
- Most Recent 13F
- Q2 2026
- Location
- —
- CIK
- 0001911876
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001911876-25-000026 ↗ filed Jul 25, 2025
Holdings Value
Holdings 16 stocks · $1.3B
| AMZN Amazon.com Inc. | 30.13% | 1,830,000 | $383.8M | Reduce -35.2% |
| MSFT Microsoft Corp. | 21.14% | 565,000 | $269.3M | Reduce -32.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 20.74% | 545,000 | $264.2M | Reduce -45.5% |
| IBIT iShares Bitcoin Trust ETF | 13.10% | 2,800,000 | $166.9M | No change |
| NFLX Netflix Inc. | 6.29% | 66,000 | $80.2M | Reduce -57.5% |
| TSLA Tesla Inc. | 4.33% | 179,000 | $55.2M | Reduce -66.7% |
| AMD Advanced Micro Devices | 3.02% | 300,000 | $38.5M | Reduce -25.0% |
| ISRG Intuitive Surgical Inc. | 1.17% | 27,624 | $14.9M | Reduce -68.3% |
| ACGL Arch Capital Group Ltd. | 0.01% | 1,059 | $100K | New |
| WBA Walgreens Boots Alliance Inc. | 0.01% | 8,913 | $100K | New |
| AMP Ameriprise Financial Inc. | 0.01% | 193 | $100K | New |
| EA Electronic Arts Inc. | 0.01% | 680 | $100K | New |
| NDSN Nordson Corp. | 0.01% | 503 | $100K | New |
| DASH DoorDash Inc. Class A | 0.01% | 488 | $100K | New |
| SPGI S&P Global Inc. | 0.01% | 194 | $100K | New |
| MCO Moody's Corp. | 0.01% | 208 | $100K | New |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Sold out | 0.00% | −6.80 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -45.5% | 20.74% | −4.67 |
| TSLA Tesla Inc. | Reduce -66.7% | 4.33% | −2.44 |
| ISRG Intuitive Surgical Inc. | Reduce -68.3% | 1.17% | −1.24 |
| NFLX Netflix Inc. | Reduce -57.5% | 6.29% | −0.94 |
| AMD Advanced Micro Devices | Reduce -25.0% | 3.02% | +0.95 |
| AMZN Amazon.com Inc. | Reduce -35.2% | 30.13% | +3.00 |
| MSFT Microsoft Corp. | Reduce -32.3% | 21.14% | +5.46 |
Portfolio Buys Q1 2025 → Q2 2025
| WBA Walgreens Boots Alliance Inc. | New | 0.01% | +0.01 |
| ACGL Arch Capital Group Ltd. | New | 0.01% | +0.01 |
| AMP Ameriprise Financial Inc. | New | 0.01% | +0.01 |
| DASH DoorDash Inc. Class A | New | 0.01% | +0.01 |
| EA Electronic Arts Inc. | New | 0.01% | +0.01 |
| MCO Moody's Corp. | New | 0.01% | +0.01 |
| NDSN Nordson Corp. | New | 0.01% | +0.01 |
| SPGI S&P Global Inc. | New | 0.01% | +0.01 |
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 |