Bell Asset Management Ltd — 13F holdings

Bell Asset Management Ltd reported 68 holdings worth $277M in its 13F filing for Q3 2026, filed October 8, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $28.4M (10.3%)
2. GOOGL ALPHABET INC — $20.4M (7.4%)
3. MSFT MICROSOFT CORP — $20.1M (7.3%)
4. AMZN AMAZON COM INC — $13.0M (4.7%)
5. AVGO BROADCOM INC — $10.8M (3.9%)
6. AAPL APPLE INC — $8.98M (3.2%)
7. META META PLATFORMS INC — $7.15M (2.6%)
8. V Visa Inc — $4.29M (1.5%)
9. NFLX NETFLIX INC — $4.22M (1.5%)
10. UNH UNITEDHEALTH GROUP INC — $4.07M (1.5%)