StockDriftsStockDriftsTop 26 Bsn Capital Partners LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.46% | 400.0K | $297.7M | +9.72%(+35.43K) | $678.43(+14.58%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 12.41% | 1.37M | $274.4M | -45.35%(-1.14M) | $150.32(+46.66%) | 2026-06-30 | |
| XLF | SELECT SECTOR SPDR TR | 10.43% | 4.30M | $230.7M | new | $50.99(+13.52%) | 2026-06-30 | |
| GS | GOLDMAN SACHS GROUP INC | 9.87% | 202.0K | $218.2M | new | $909.48(+14.07%) | 2026-06-30 | |
| AAPL | APPLE INC | 7.62% | 575.0K | $168.5M | +9.42%(+49.50K) | $232.61(+31.84%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 6.25% | 368.8K | $138.2M | new | $335.58(+25.26%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.43% | 340.4K | $120.2M | +532.23%(+286.56K) | $289.33(+21.14%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.29% | 271.3K | $94.9M | new | $315.43(+11.42%) | 2026-06-30 | |
| IBN | ICICI BANK LIMITED | 3.97% | 3.10M | $87.7M | +169.40%(+1.95M) | $28.19(+6.81%) | 2026-06-30 | |
| VALE | VALE S A | 3.15% | 4.56M | $69.7M | new | $15.07(-2.36%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.64% | +62.81% | +8.22% | +48.43% |
| Top 20 Holdings Unweighted | +21.26% | +78.31% | +8.36% | +49.41% |
Bsn Capital Partners LTD reports $2.21B in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.5%), NVDA (12.4%) and XLF (10.4%). The top 20 holdings account for 94.75% of reported assets. Its disclosed equity book has returned +62.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bsn Capital Partners LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911876). View Bsn Capital Partners LTD’s 13F filings on SEC