BSN CAPITAL PARTNERS Ltd

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), BSN CAPITAL PARTNERS Ltd reported 26 stock positions worth $3.9 billion. Its top holding was Nvidia (NVDA) at 28.2% of the portfolio, followed by Apple (AAPL, 13.9%) and Microsoft (MSFT, 10.2%). Compared with Q4 2025, it opened 2 new positions and added to 8. The biggest buy was Apple (AAPL, shares +305%).

Most Recent 13F
Q2 2026
Location
—
CIK
0001911876
Portfolio Value
$3.9B (Q1 2026)
SEC Filing
0001911876-26-000016 ↗ filed Apr 27, 2026

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 Q1 2025 Q2 2025: $1.3B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $2.1B Q4 2025 Q1 2026: $3.9B $3.9B Q1 2026 Q2 2026: $2.2B Q2 2026

Holdings 26 stocks · $3.9B

NVDA Nvidia Corp. 28.22% 6,081,927 $1.1B Add +142.7%
AAPL Apple Inc. 13.92% 2,127,202 $546.6M Add +304.8%
MSFT Microsoft Corp. 10.23% 920,000 $401.5M Add +76.9%
IVV iShares Core S&P 500 ETF 10.11% 596,102 $397.0M Add +63.5%
GOOGL Alphabet Inc. Class A 5.37% 701,000 $210.9M New
BRK.B Berkshire Hathaway Inc. Class B 5.00% 397,000 $196.5M No change
AMZN Amazon.com Inc. 4.64% 790,573 $182.3M Add +33.9%
ISRG Intuitive Surgical Inc. 3.61% 271,000 $141.6M Add +58.5%
NFLX Netflix Inc. 3.53% 1,280,556 $138.6M No change
GS Goldman Sachs Group Inc. 3.48% 158,500 $136.6M New
BSX Boston Scientific Corp. 1.53% 629,000 $60.1M Add +25.8%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.39% 1,006,820 $54.6M No change
AMD Advanced Micro Devices 1.32% 199,500 $51.8M No change
TSLA Tesla Inc. 1.10% 97,000 $43.1M No change
WFC Wells Fargo & Co. 0.99% 460,031 $39.0M No change
PLTR Palantir Technologies Inc. Class A 0.95% 200,105 $37.4M No change
IBN Icici Bank Ltd.-Spon ADR 0.89% 1,150,000 $34.8M No change
BLK BlackRock Inc. 0.55% 20,000 $21.4M No change
HDB HDFC Bank Ltd.-ADR 0.49% 541,500 $19.4M No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.47% 169,545 $18.5M No change
CBRE CBRE Group Inc. Class A 0.47% 123,000 $18.3M Add +100.0%
BA The Boeing Co. 0.46% 81,208 $18.1M No change
GOOG Alphabet Inc. Class C 0.43% 53,842 $16.9M No change
CSGP Costar Group Inc. 0.30% 150,857 $11.8M No change
RTX RTX Corp. 0.29% 65,361 $11.3M No change
CCL Carnival Corp. 0.26% 344,450 $10.1M No change

Portfolio Sells Q4 2025 → Q1 2026

None this quarter.

Portfolio Buys Q4 2025 → Q1 2026

AAPL Apple Inc. Add +304.8% 13.92% +7.14
NVDA Nvidia Corp. Add +142.7% 28.22% +6.38
GOOGL Alphabet Inc. Class A New 5.37% +5.37
GS Goldman Sachs Group Inc. New 3.48% +3.48
CBRE CBRE Group Inc. Class A Add +100.0% 0.47% +0.02
ISRG Intuitive Surgical Inc. Add +58.5% 3.61% −0.73
BSX Boston Scientific Corp. Add +25.8% 1.53% −0.83
IVV iShares Core S&P 500 ETF Add +63.5% 10.11% −1.52
MSFT Microsoft Corp. Add +76.9% 10.23% −1.70
AMZN Amazon.com Inc. Add +33.9% 4.64% −1.97

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