Institutional Manager · CIK 0001911876
BSN CAPITAL PARTNERS Ltd
LONDON, X0 · File #028-22275
Latest AUM
$1.27B
Positions
20
Top-10 Concentration
97.5%
Filings
11
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | TESLA INC | TSLA | 0 | $0 | $0 |
| REDUCE | NETFLIX INC | NFLX | 0 | $0 | $0 |
| REDUCE | INTUITIVE SURGICAL INC | ISRG | 0 | $0 | $0 |
| REDUCE | S&P GLOBAL INC | SPGI | 0 | $0 | $0 |
| REDUCE | ARCH CAP GROUP LTD | G0450A105 | 0 | $0 | $0 |
| REDUCE | MOODYS CORP | MCO | 0 | $0 | $0 |
| REDUCE | AMERIPRISE FINL INC | 03076C106 | 0 | $0 | $0 |
| REDUCE | DOORDASH INC | DASH | 0 | $0 | $0 |
| REDUCE | NORDSON CORP | NDSN | 0 | $0 | $0 |
| REDUCE | ELECTRONIC ARTS INC | EA | 0 | $0 | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202520 pos · $1.27B
- 13F HOLDINGS REPORTQ/E Sep 202520 pos · $1.27B
- 13F HOLDINGS REPORTQ/E Jun 202520 pos · $1.27B
- 13F HOLDINGS REPORTQ/E Mar 202520 pos · $2.05B
- 13F HOLDINGS REPORTQ/E Dec 202434 pos · $2.50B
- 13F HOLDINGS REPORTQ/E Sep 202443 pos · $513.6M
- 13F HOLDINGS REPORTQ/E Jun 20249 pos · $1.53B
- 13F HOLDINGS REPORTQ/E Mar 20247 pos · $1.35B
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20231 pos · $1.21B
- 13F HOLDINGS REPORTQ/E Dec 20232 pos · $46.0M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20231 pos · $0
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,530,000 | $320.8M | 25.19% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 545,000 | $264.2M | 20.74% |
| 3 | MICROSOFT CORP | MSFT | 470,000 | $224.0M | 17.59% |
| 4 | ISHARES BITCOIN TRUST ETF | IBIT | 2,800,000 | $166.9M | 13.10% |
| 5 | AMAZON COM INC | AMZN | 300,000 | $63.0M | 4.95% |
| 6 | NETFLIX INC | NFLX | 50,000 | $61.6M | 4.83% |
| 7 | MICROSOFT CORP | MSFT | 95,000 | $45.3M | 3.55% |
| 8 | TESLA INC | TSLA | 120,000 | $38.7M | 3.03% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 300,000 | $38.5M | 3.02% |
| 10 | NETFLIX INC | NFLX | 16,000 | $18.6M | 1.46% |
| 11 | TESLA INC | TSLA | 59,000 | $16.5M | 1.30% |
| 12 | INTUITIVE SURGICAL INC | ISRG | 27,624 | $14.9M | 1.17% |
| 13 | ARCH CAP GROUP LTD | G0450A105 | 1,059 | $100,023 | 0.01% |
| 14 | WALGREENS BOOTS ALLIANCE INC | 931427108 | 8,913 | $100,004 | 0.01% |
| 15 | AMERIPRISE FINL INC | 03076C106 | 193 | $99,949 | 0.01% |
| 16 | ELECTRONIC ARTS INC | EA | 680 | $99,933 | 0.01% |
| 17 | NORDSON CORP | NDSN | 503 | $99,926 | 0.01% |
| 18 | DOORDASH INC | DASH | 488 | $99,918 | 0.01% |
| 19 | S&P GLOBAL INC | SPGI | 194 | $99,842 | 0.01% |
| 20 | MOODYS CORP | MCO | 208 | $99,786 | 0.01% |