BSN Capital Partners Ltd
•CIK: 1911876•Filing: Q4 2025
**BSN Capital Partners Ltd.** manages $1.3B across a concentrated portfolio of 16 positions. The fund exhibits significant conviction in mega-cap technology and industrials, with top holdings including AMZN ($383.8M) and MSFT ($269.3M). Notable allocations also feature BRK/B ($264.2M) and the digital asset exposure via IBIT ($166.9M). This structure suggests a core focus on established growth leaders alongside targeted thematic plays.
Total AUM
$1.3B
QoQ Performance
+0.0%
Positions
16
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AMZN
MSFT
BRK/B
IBIT
NFLX
AMZN30.1%
MSFT21.1%
BRK/B20.7%
IBIT13.1%
NFLX6.3%
TSLA4.3%
AMD3.0%
ISRG1.2%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Consumer34.5%
Technology24.2%
Financial20.7%
Other14.3%
Communication6.3%
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023