account_balance
Investment manager · 13F filer · SEC CIK 1681004
Bell Asset Management Ltd
Reported value$277Mas of Sep 30, 2026
Positions68 12 new, 7 sold out
Top 10 weight43.9%NVDA alone is 10%
FiledOct 88 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
10.3%Trimmed −29%
GOOGLAlphabet Inc.
7.4%Trimmed −22%
MSFTMicrosoft Corp
7.3%Trimmed −33%
AMZNAmazon.com Inc
4.7%Trimmed −27%
AVGOBroadcom Inc.
3.9%Trimmed −23%
AAPLApple Inc.
3.2%Trimmed −36%
METAMeta Platforms, Inc.
2.6%Trimmed −36%
VVisa Inc.
1.5%Trimmed −55%
NFLXNetflix Inc
1.5%
UNHUnitedHealth Group Inc
1.5%
MAMastercard Inc
1.4%
TSMTaiwan Semiconductor Manufacturing Co Ltd
1.4%
NVDANVIDIA Corp
10.3%Trimmed −29%
GOOGLAlphabet Inc.
7.4%Trimmed −22%
MSFTMicrosoft Corp
7.3%Trimmed −33%
AMZNAmazon.com Inc
4.7%Trimmed −27%
AVGOBroadcom Inc.
3.9%
AAPLApple Inc.
3.2%
METAMeta Platforms, Inc.
2.6%
V1.5%NFLXUNHMATSMBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 10.3% Trimmed −29%GOOGL Alphabet Inc. 7.4% Trimmed −22%MSFT Microsoft Corp 7.3% Trimmed −33%AMZN Amazon.com Inc 4.7% Trimmed −27%AVGO Broadcom Inc. 3.9% Trimmed −23%AAPL Apple Inc. 3.2% Trimmed −36%META Meta Platforms, Inc. 2.6% Trimmed −36%V Visa Inc. 1.5% Trimmed −55%NFLX Netflix Inc 1.5% Trimmed −22%UNH UnitedHealth Group Inc 1.5% Trimmed −2%MA Mastercard Inc 1.4% Trimmed −49%TSM Taiwan Semiconductor Manufacturing Co Ltd 1.4% Trimmed −19%
What changed
Biggest moves since Jun 30, 2026
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