§ 13F · FUND PROFILE
Bell Asset Management Ltd.
AUM · $375M (13F)Positions · 63Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$35M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 175K | $35M | 9.3% | −5% |
| 2 | GOOGL | ALPHABET INC | 76K | $27M | 7.3% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 58K | $22M | 5.8% | −7% |
| 4 | AMZN | AMAZON COM INC | 72K | $17M | 4.6% | −9% |
| 5 | AVGO | BROADCOM INC | 40K | $15M | 4.0% | −2% |
| 6 | AAPL | APPLE INC | 42K | $12M | 3.3% | −46% |
| 7 | JPM | JPMORGAN CHASE & CO | 30K | $10M | 2.6% | +3% |
| 8 | V | VISA INC | 26K | $9M | 2.4% | +2% |
| 9 | META | META PLATFORMS INC | 15K | $9M | 2.3% | +89% |
| 10 | MA | MASTERCARD INCORPORATED | 14K | $7M | 1.9% | +17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BELL SIGNAL
AC read
Bell Asset Management Ltd is a Other fund managing $375 million in assets. The fund runs a portfolio of 63 positions.
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