Bell Asset Management Ltd: 13F holdings
CIK 16810042026Q2
| Positions | 63 |
|---|
| Reported value | $374.5m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 63 (+2 vs prior quarter) |
|---|
| Reported value | $374.5m (+10.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 174,676 | $35.0m | 9.3% |
| GOOGL ALPHABET INC | 76,016 | $27.2m | 7.3% |
| MSFT MICROSOFT CORP | 58,396 | $21.8m | 5.8% |
| AMZN AMAZON COM INC | 71,580 | $17.1m | 4.6% |
| AVGO BROADCOM INC | 39,992 | $15.1m | 4.0% |
| AAPL APPLE INC | 42,299 | $12.2m | 3.3% |
| JPM JPMORGAN CHASE & CO | 30,236 | $9.9m | 2.6% |
| V VISA INC | 26,226 | $9.0m | 2.4% |
| META META PLATFORMS INC | 15,296 | $8.6m | 2.3% |
| MA MASTERCARD INCORPORATED | 14,120 | $7.3m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1681004")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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