Bell Asset Management Ltd has filed a Form 13F-HR disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists 68 separate positions held by the firm during the reported period.
The report indicates that Bell Asset Management holds a diversified portfolio of common stock across various sectors. The largest position disclosed in the filing is NVIDIA Corporation, for which the firm holds 12,429,700 shares. Other notable holdings include Microsoft Corporation with 39,176,000 shares, Alphabet Inc. Class A with 59,294,000 shares, and Amazon.com Inc. with 52,297,000 shares.
The portfolio also includes significant positions in Meta Platforms Inc. Class A with 9,856,000 shares, Service Corporation International with 32,184,000 shares, and Netflix Inc. with 60,716,000 shares. Additionally, the filing details holdings in UnitedHealth Group Inc., Visa Inc. Class A, Apple Inc., and Mastercard Incorporated Class A.
The filing was signed by Tim Kelly, Chief Compliance Officer, on October 8, 2026, on behalf of the firm located at Level 30, 101 Collins Street, Melbourne.
