BSN Capital Partners Ltd reported 16 positions worth $1.70B for the quarter ended Sep 30, 2026, up 0.9% on the prior quarter. It opened 8 new positions, added to 3, trimmed 3 and exited 16. Its largest holding is Microsoft Corp at 23.8% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | +816.8K | – | $405.22M | 23.85% |
| META Meta Platforms, Inc. | +150.0K | – | $111.62M | 6.57% |
| AAPL Apple Inc. | +275.0K | +47.8% | $89.33M | 16.25% |
| JNJ Johnson & Johnson | +282.0K | – | $75.91M | 4.47% |
| EL Estee Lauder Companies Inc | +600.0K | – | $59.30M | 3.49% |
| BRK-B Berkshire Hathaway Inc | +100.0K | – | $50.72M | 2.98% |
| AMZN Amazon Com Inc | +192.4K | +130.4% | $47.96M | 4.99% |
| EQIX Equinix Inc | +45.0K | – | $46.69M | 2.75% |
| AMAT Applied Materials Inc | +93.0K | +186.0% | $44.12M | 3.99% |
| MA Mastercard Inc | +76.6K | – | $43.46M | 2.56% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -697.0K | -50.9% | $154.29M | 8.76% |
| GOOG Alphabet Inc. | -340.4K | -100.0% | $120.20M | Exited |
| GS Goldman Sachs Group Inc | -99.5K | -49.3% | $97.56M | 5.91% |
| GOOGL Alphabet Inc. | -271.3K | -100.0% | $94.91M | Exited |
| IBN Icici Bank Ltd | -3.10M | -100.0% | $87.74M | Exited |
| VALE Vale S.A. | -4.56M | -100.0% | $69.75M | Exited |
| LRCX Lam Research Corp | -133.2K | -100.0% | $49.83M | Exited |
| COST Costco Wholesale Corp | -50.0K | -100.0% | $48.05M | Exited |
| INTC Intel Corp | -300.0K | -100.0% | $39.50M | Exited |
| APH Amphenol Corp | -440.0K | -100.0% | $35.81M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MSFT Microsoft Corp | +816.8K | $405.22M | 23.85% |
| META Meta Platforms, Inc. | +150.0K | $111.62M | 6.57% |
| JNJ Johnson & Johnson | +282.0K | $75.91M | 4.47% |
| EL Estee Lauder Companies Inc | +600.0K | $59.30M | 3.49% |
| BRK-B Berkshire Hathaway Inc | +100.0K | $50.72M | 2.98% |
| EQIX Equinix Inc | +45.0K | $46.69M | 2.75% |
| MA Mastercard Inc | +76.6K | $43.46M | 2.56% |
| HLT Hilton Worldwide Holdings Inc. | +50.0K | $15.36M | 0.904% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| GOOG Alphabet Inc. | -340.4K | $120.20M | 7.14% |
| GOOGL Alphabet Inc. | -271.3K | $94.91M | 5.64% |
| IBN Icici Bank Ltd | -3.10M | $87.74M | 5.21% |
| VALE Vale S.A. | -4.56M | $69.75M | 4.14% |
| LRCX Lam Research Corp | -133.2K | $49.83M | 2.96% |
| COST Costco Wholesale Corp | -50.0K | $48.05M | 2.85% |
| INTC Intel Corp | -300.0K | $39.50M | 2.35% |
| APH Amphenol Corp | -440.0K | $35.81M | 2.13% |
| MS Morgan Stanley | -161.3K | $34.19M | 2.03% |
| JPM Jpmorgan Chase & Co | -100.0K | $33.35M | 1.98% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT Microsoft Corp | Technology | 816.8K | $405.22M | 23.85% | +816.8K | – | New | 0.01% |
| 2 | AAPL Apple Inc. | Technology | 850.0K | $276.11M | 16.25% | +275.0K | +47.8% | Added | 0.01% |
| 3 | NVDA Nvidia Corp | Technology | 672.8K | $148.92M | 8.76% | -697.0K | -50.9% | Reduced | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 364.9K | $133.01M | 7.83% | -3,938 | -1.1% | Reduced | 0.01% |
| 5 | META Meta Platforms, Inc. | Technology | 150.0K | $111.62M | 6.57% | +150.0K | – | New | 0.01% |
| 6 | GS Goldman Sachs Group Inc | Financial Services | 102.5K | $100.49M | 5.91% | -99.5K | -49.3% | Reduced | 0.03% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 340.0K | $84.75M | 4.99% | +192.4K | +130.4% | Added | 0% |
| 8 | JNJ Johnson & Johnson | Healthcare | 282.0K | $75.91M | 4.47% | +282.0K | – | New | 0.01% |
| 9 | AMAT Applied Materials Inc | Technology | 143.0K | $67.84M | 3.99% | +93.0K | +186.0% | Added | 0.02% |
| 10 | EL Estee Lauder Companies Inc | Consumer Staples | 600.0K | $59.30M | 3.49% | +600.0K | – | New | 0.17% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 100.0K | $50.72M | 2.98% | +100.0K | – | New | 0.01% |
| 12 | EQIX Equinix Inc | Technology | 45.0K | $46.69M | 2.75% | +45.0K | – | New | 0.05% |
| 13 | MA Mastercard Inc | Financial Services | 76.6K | $43.46M | 2.56% | +76.6K | – | New | 0.01% |
| 14 | C Citigroup Inc | Others | 300.0K | $39.89M | 2.35% | 0 | 0.0% | Unchanged | 0.02% |
| 15 | SNDK Sandisk Corp | Technology | 21.1K | $39.84M | 2.34% | 0 | 0.0% | Unchanged | 0.01% |
Tip. Select a row to see that position’s full history at BSN Capital Partners.
As of its Q3 2026 13F filing, BSN Capital Partners Ltd’s five largest positions were Microsoft Corp (MSFT) at 23.8%, Apple Inc. (AAPL) at 16.3%, Nvidia Corp (NVDA) at 8.8%, Broadcom Inc. (AVGO) at 7.8%, Meta Platforms, Inc. (META) at 6.6% of the reported portfolio.
BSN Capital Partners Ltd reported a 13F portfolio worth $1.70B across 16 positions for Q3 2026. That is up 0.9% from the previous quarter.
Its largest purchases by value were Microsoft Corp ($405.22M), Meta Platforms, Inc. ($111.62M), Apple Inc. ($89.33M). It opened 8 new positions.
Its largest sales by value were Nvidia Corp ($154.29M), Alphabet Inc. ($120.20M), Goldman Sachs Group Inc ($97.56M). It exited 16 positions entirely.
From the Form 13F-HR reports BSN Capital Partners Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.