Vault-13

BSN CAPITAL PARTNERS Ltd

· CIK 1911876 · 13F filing filed 2026-08-12

Exempt reporting adviser since 2022 · corporation

As an employer

In the UK

CompanyTownStaffPay gap reportFCA register
BSN CAPITAL PARTNERS LIMITED Private Limited CompanyFCA: Authorised · advises, deals London Authorisedadvises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$2.2bn reported value -43.7% vs Q1 2026
26positions
76.9%in top 10
17 new 3 added 6 reduced 17 sold out vs Q1 2026

This report includes the holdings of 2 other managers that share the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ISHARES TR CORE S&P500 ETF IVV IVV 400,032 $297.7m13.46% 13.46% ReducedShares held: Q3 2025 0, Q4 2025 364.6k, Q1 2026 596.1k, Q2 2026 400.0k -196.1k -196,070 -32.9%
2 NVIDIA CORPORATION COM NVDA NVDA 1,369,863 $274.4m12.41% 12.41% ReducedShares held: Q3 2025 0, Q4 2025 2.5m, Q1 2026 6.1m, Q2 2026 1.4m -4.7m -4,712,064 -77.5%
3 SELECT SECTOR SPDR TR FINANCIAL XLF XLF 4,296,245 $230.7m10.43% 10.43% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 4.3m
4 GOLDMAN SACHS GROUP INC COM GS GS 202,017 $218.2m9.87% 9.87% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 158.5k, Q2 2026 202.0k +43.5k +43,517 27.5%
5 APPLE INC COM AAPL AAPL 575,000 $168.5m7.62% 7.62% ReducedShares held: Q3 2025 0, Q4 2025 525.5k, Q1 2026 2.1m, Q2 2026 575.0k -1.6m -1,552,202 -73.0%
6 BROADCOM INC COM AVGO AVGO 368,813 $138.2m6.25% 6.25% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 368.8k
7 ALPHABET INC CAP STK CL C GOOG GOOG 340,404 $120.2m5.43% 5.43% AddedShares held: Q3 2025 0, Q4 2025 53.8k, Q1 2026 53.8k, Q2 2026 340.4k +286.6k +286,562 532.2%
8 ALPHABET INC CAP STK CL A GOOGL GOOGL 271,250 $94.9m4.29% 4.29% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 701.0k, Q2 2026 271.2k -429.8k -429,750 -61.3%
9 ICICI BANK LIMITED ADR IBN IBN 3,098,060 $87.7m3.97% 3.97% AddedShares held: Q3 2025 0, Q4 2025 1.1m, Q1 2026 1.1m, Q2 2026 3.1m +1.9m +1,948,060 169.4%
10 VALE S A SPONSORED ADS VALE VALE 4,555,833 $69.7m3.15% 3.15% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 4.6m
11 LAM RESEARCH CORP COM NEW LRCX LRCX 133,172 $49.8m2.25% 2.25% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 133.2k
12 COSTCO WHSL CORP NEW COM COST COST 50,000 $48.1m2.17% 2.17% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 50.0k
13 SANDISK CORP COM SNDK SNDK 21,112 $47.3m2.14% 2.14% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 21.1k
14 CITIGROUP INC COM NEW C C 300,000 $43.1m1.95% 1.95% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 300.0k
15 INTEL CORP COM INTC INTC 300,000 $39.5m1.79% 1.79% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 300.0k
16 AMPHENOL CORP CL A APH APH 220,000 $35.8m1.62% 1.62% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 220.0k
17 AMAZON COM INC COM AMZN AMZN 147,600 $34.2m1.55% 1.55% ReducedShares held: Q3 2025 1.8m, Q4 2025 590.6k, Q1 2026 790.6k, Q2 2026 147.6k -643.0k -642,973 -81.3%
18 MORGAN STANLEY COM NEW MS MS 161,268 $34.2m1.55% 1.55% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 161.3k
19 JPMORGAN CHASE & CO COM JPM JPM 100,000 $33.3m1.51% 1.51% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 100.0k
20 QUALCOMM INC COM QCOM QCOM 157,270 $29.7m1.34% 1.34% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 157.3k
21 APPLIED MATLS INC COM AMAT AMAT 50,000 $29.4m1.33% 1.33% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 50.0k
22 TEXAS INSTRS INC COM TXN TXN 80,000 $24.2m1.10% 1.10% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 80.0k
23 HCA HEALTHCARE INC COM HCA HCA 52,786 $21.0m0.95% 0.95% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 52.8k
24 ECOLAB INC COM ECL ECL 73,520 $20.1m0.91% 0.91% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 73.5k
25 DELL TECHNOLOGIES INC CL C DELL DELL 40,786 $16.5m0.75% 0.75% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 40.8k
26 TESLA INC COM TSLA TSLA 12,531 $5.1m0.23% 0.23% ReducedShares held: Q3 2025 179.0k, Q4 2025 97.0k, Q1 2026 97.0k, Q2 2026 12.5k -84.5k -84,469 -87.1%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
MICROSOFT CORP MSFT MSFT 920,000 $401.5m920.0k shares
BERKSHIRE HATHAWAY INC DEL BRK.B BRK.B 397,000 $196.5m397.0k shares
INTUITIVE SURGICAL INC ISRG ISRG 271,000 $141.6m271.0k shares
NETFLIX INC NFLX NFLX 1,280,556 $138.6m1.3m shares
BOSTON SCIENTIFIC CORP BSX BSX 629,000 $60.1m629.0k shares
BANK AMERICA CORP BAC BAC 1,006,820 $54.6m1.0m shares
ADVANCED MICRO DEVICES INC AMD AMD 199,500 $51.8m199.5k shares
WELLS FARGO CO NEW WFC WFC 460,031 $39.0m460.0k shares
PALANTIR TECHNOLOGIES INC PLTR PLTR 200,105 $37.4m200.1k shares
BLACKROCK INC BLK BLK 20,000 $21.4m20.0k shares
HDFC BANK LTD HDB HDB 541,500 $19.4m541.5k shares
BANK NEW YORK MELLON CORP BNY BNY 169,545 $18.5m169.5k shares
CBRE GROUP INC CBRE CBRE 123,000 $18.3m123.0k shares
BOEING CO BA BA 81,208 $18.1m81.2k shares
COSTAR GROUP INC CSGP CSGP 150,857 $11.8m150.9k shares
RTX CORPORATION RTX RTX 65,361 $11.3m65.4k shares
CARNIVAL CORP 344,450 $10.1m344.4k shares