BSN Capital Partners Ltd holds a concentrated book of 26 stocks worth $3.9B as of Q1 2026 (disclosed Jun 30, 2026, a ~45-day 13F lag). This quarter they opened Alphabet Inc-CL A. Their largest long position is Nvidia Corp at 28% of the equity book. Cloning the disclosed picks since 2022 would be +25% (+5.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show BSN Capital Partners Ltd's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +112.2%, a 86.8-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning BSN Capital Partners Ltd's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
90% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
No trims or exits this quarter.
Other tracked managers holding the same core names as BSN Capital Partners Ltd
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 26 / 26 | $2.2T |
| BlackRock, Inc. | 26 / 26 | $1.7T |
| STATE STREET CORP | 26 / 26 | $856.9B |
| FMR LLC | 26 / 26 | $598.5B |
| MORGAN STANLEY | 26 / 26 | $356.6B |
| JPMORGAN CHASE & CO | 26 / 26 | $354.8B |
| NORTHERN TRUST CORP | 26 / 26 | $218.9B |
| BANK OF AMERICA CORP /DE/ | 26 / 26 | $200.2B |
Ranked by how many of BSN Capital Partners Ltd's top 26 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $1.1B | 6.08M | 28.2% | ▲+143% Added · +3.6M sh | |
| 2 | Apple Inc COM | $546.6M | 2.13M | 13.9% | ▲+305% Added · +1.6M sh | |
| 3 | Microsoft Corp COM | $401.5M | 920.0K | 10.2% | ▲+77% Added · +400K sh | |
| 4 | Ishares TR CORE S&P500 ETF | $397.0M | 596.1K | 10.1% | ▲+63% Added · +232K sh | |
| 5 | Alphabet Inc CAP STK CL A | $210.9M | 701.0K | 5.4% | ▲New New position | |
| 6 | Berkshire Hathaway Inc Del CL B NEW | $196.5M | 397.0K | 5.0% | —Held | |
| 7 | Amazon Com Inc COM | $182.3M | 790.6K | 4.6% | ▲+34% Added · +200K sh | |
| 8 | Intuitive Surgical Inc COM NEW | $141.6M | 271.0K | 3.6% | ▲+58% Added · +100K sh | |
| 9 | Netflix Inc COM | $138.6M | 1.28M | 3.5% | —Held | |
| 10 | Goldman Sachs Group Inc COM | $136.6M | 158.5K | 3.5% | ▲New New position | |
| 11 | Boston Scientific Corp COM | $60.1M | 629.0K | 1.5% | ▲+26% Added · +129K sh | |
| 12 | Bank America Corp COM | $54.6M | 1.01M | 1.4% | —Held | |
| 13 | Advanced Micro Devices Inc COM | $51.8M | 199.5K | 1.3% | —Held | |
| 14 | Tesla Inc COM | $43.1M | 97.0K | 1.1% | —Held | |
| 15 | Wells Fargo Co New COM | $39.0M | 460.0K | 1.0% | —Held | |
| 16 | Palantir Technologies Inc CL A | $37.4M | 200.1K | 1.0% | —Held | |
| 17 | Icici Bank Limited ADR | $34.8M | 1.15M | 0.9% | —Held | |
| 18 | BlackRock Inc COM | $21.4M | 20.0K | 0.5% | —Held | |
| 19 | HDFC Bank Ltd SPONSORED ADS | $19.4M | 541.5K | 0.5% | —Held | |
| 20 | Bank New York Mellon Corp COM | $18.5M | 169.5K | 0.5% | —Held | |
| 21 | Cbre Group Inc CL A | $18.3M | 123.0K | 0.5% | ▲+100% Added · +62K sh | |
| 22 | Boeing Co COM | $18.1M | 81.2K | 0.5% | —Held | |
| 23 | Alphabet Inc CAP STK CL C | $16.9M | 53.8K | 0.4% | —Held | |
| 24 | Costar Group Inc COM | $11.8M | 150.9K | 0.3% | —Held | |
| 25 | RTX Corporation COM | $11.3M | 65.4K | 0.3% | —Held | |
| 26 | Carnival Corp UNIT 99/99/9999 | $10.1M | 344.4K | 0.3% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Jun 30, 2026 | 55 | $3.9B | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | Mar 4, 2026 | 41 | $2.1B | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 7, 2025 | 20 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 25, 2025 | 20 | $1.3B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 20 | $2.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 28, 2025 | 34 | $2.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 43 | $513.6M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 1, 2024 | 9 | $1.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 16, 2024 | 7 | $1.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 25, 2024 | 13 | $1.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 17, 2023 | 7 | $1.2B | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | Jul 18, 2023 | 1 | $0 | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 20, 2023 | 2 | $46.0M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 10, 2023 | 33 | $1.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 4, 2022 | 4 | $427.7M | 13F-HR/A |
| Q2 2022 | Jun 30, 2022 | Jul 8, 2022 | 1 | $0 | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 5, 2022 | 1 | $0 | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 18, 2022 | 21 | $1.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Feb 18, 2022 | 5 | $970.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.