BSN CAPITAL PARTNERS Ltd
Follow13F filer, CIK 1911876
BSN CAPITAL PARTNERS Ltd reported $2,500,815,779 across 12 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-28. Its ten largest share positions make up 97.95% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001911876-25-000007
- Period
- 2024-12-31
- Reported value
- $2.5B
- Holdings
- 12
- Top 10 weight
- 97.95%
- New
- 8
- Sold out
- 34
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BRK-Bnew | +1,380,021 | $616M |
| AAPLadded | +2,393,483 | $606M |
| AMZNnew | +1,900,500 | $415M |
| TSLAnew | +700,945 | $314M |
| NVDAadded | +702,666 | $92.4M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| MSFTexited | -50,000 | -$23M |
| EQIXexited | -24,855 | -$20M |
| DISexited | -200,000 | -$19.4M |
| SHWexited | -61,000 | -$18.2M |
| LLYexited | -18,000 | -$16.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q4 2024
Share positions as resolved from 13F-HR 0001911876-25-000007, largest first. % of portfolio is the value over $2,500,815,779, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| AAPLAPPLE INC | 2,513,483 | $637M | 25.46% | +2,393,483 | Timeline | ||
| BRK-BBERKSHIRE HATHAWAY INC DEL | 1,380,021 | $616M | 24.65% | new | Timeline | ||
| AMZNAMAZON COM INC | 1,900,500 | $415M | 16.6% | new | Timeline | ||
| TSLATESLA INC | 700,945 | $314M | 12.57% | new | Timeline | ||
| NVDANVIDIA CORPORATION | 1,133,380 | $149M | 5.96% | +702,666 | Timeline | ||
| NFLXNETFLIX INC. | 91,000 | $80.9M | 3.24% | new | Timeline | ||
| ELVELEVANCE HEALTH INC FORMERLY | 219,603 | $80.4M | 3.21% | new | Timeline | ||
| METAMETA PLATFORMS INC | 107,644 | $63.1M | 2.52% | new | Timeline | ||
| GOOGALPHABET INC | 300,000 | $57M | 2.28% | +196,470 | Timeline | ||
| UNHUNITEDHEALTH GROUP INC | 72,818 | $36.4M | 1.46% | +24,298 | Timeline | ||
| MRKMERCK & CO INC | 264,734 | $26.1M | 1.04% | new | Timeline | ||
| AMDADVANCED MICRO DEVICES INC | 208,000 | $25.3M | 1.01% | new | Timeline |
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| MSFTMICROSOFT CORP | 50,000 | $23M | shares |
| EQIXEQUINIX INC | 24,855 | $20M | shares |
| DISDISNEY WALT CO | 200,000 | $19.4M | shares |
| SHWSHERWIN WILLIAMS CO | 61,000 | $18.2M | shares |
| LLYELI LILLY & CO | 18,000 | $16.8M | shares |
| EWEDWARDS LIFESCIENCES CORP | 178,001 | $16.6M | shares |
| ECLECOLAB INC | 67,900 | $16.4M | shares |
| KOCOCA COLA CO | 240,000 | $15M | shares |
| ELLAUDER ESTEE COS INC | 140,000 | $14.6M | shares |
| AVGOBROADCOM INC | 81,563 | $14M | shares |
| BABOEING CO | 73,905 | $13.8M | shares |
| VICIVICI PPTYS INC | 450,572 | $13.6M | shares |
| JNJJOHNSON & JOHNSON | 90,000 | $13.2M | shares |
| AVBAVALONBAY CMNTYS INC | 64,218 | $13M | shares |
| PNCPNC FINL SVCS GROUP INC | 74,238 | $12.5M | shares |
| EXREXTRA SPACE STORAGE INC | 80,717 | $12.4M | shares |
| MAAMID-AMER APT CMNTYS INC | 82,752 | $11.6M | shares |
| UDRUDR INC | 242,314 | $9.83M | shares |
| VTRVENTAS INC | 169,200 | $8.91M | shares |
| FCXFREEPORT MCMORAN INC | 176,294 | $8.89M | shares |
| PSAPUBLIC STORAGE | 28,943 | $8.74M | shares |
| CVSCVS HEALTH CORP | 146,630 | $8.5M | shares |
| NOCNORTHROP GRUMMAN CORP | 19,331 | $8.35M | shares |
| PGPROCTER & GAMBLE CO | 50,000 | $8.33M | shares |
| APHAMPHENOL CORP | 119,458 | $8.33M | shares |
| BACBANK OF AMER CORP | 189,999 | $8.06M | shares |
| IDXXIDEXX LABS INC | 15,945 | $7.5M | shares |
| XYLXYLEM INC | 46,191 | $6.5M | shares |
| CATCATERPILLAR INC | 17,450 | $6.01M | shares |
| FISVFISERV INC | 38,163 | $6M | shares |
| DELLDELL TECHNOLOGIES INC | 39,730 | $5M | shares |
| DECKDECKERS OUTDOOR CORP | 5,560 | $4.91M | shares |
| CLCOLGATE PALMOLIVE CO | 46,610 | $4.5M | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 49,500 | $4M | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001911876-25-000007 | base | 2025-01-28 | acceptance time not in the bulk data set |