DOSSIER · 13F-HR · Q1 2026
BSN Capital Partners Ltd
BSN's holding co. based in San Francisco, CA — $2.1B in tracked AUM across 41 positions as of Q1 2026.
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BSN·San Francisco, CA·Holding Co.
CIK 0001911876 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
BSN Capital Partners Ltd presents a highly concentrated portfolio characterized by a "barbell" strategy, balancing high-growth technology adoption with established consumer leadership. As of the report date September 30, 2025, the firm manages approximately $302.62 million across a mere nine holdings. The portfolio exhibits extreme concentration risk, with the top three positions accounting for 99.87% of the total assets under management (AUM). The firm maintained a stati...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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