BA

Bell Asset Management Ltd

13F
Bell Asset Management Ltd
Last update 2025-05-14 66 Stocks (5 new)
Value $544.00 Mil Turnover 17 %
Countries:
Bell Asset Management Ltd Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
100,738
37,816.0
+11.95%
6.960
+0.74%
0.000
+35.37%
+20.48%
3,759,901.0
Software
NVDA
NVIDIA Corp
305,461
33,105.9
+65.51%
6.090
+2.41%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
GOOGL
Alphabet Inc
213,158
32,962.8
+1.37%
6.060
+0.08%
0.000
+22.60%
+0.73%
2,309,505.8
Interactive Media
AMZN
Amazon.com Inc
136,962
26,058.4
-1.35%
4.790
-0.08%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
AAPL
Apple Inc
79,382
17,633.1
+17.72%
3.240
+0.49%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
UNH
UnitedHealth Group Inc
25,952
13,592.4
-8.93%
2.500
-0.23%
0.000
-31.16%
-41.52%
265,347.7
Healthcare Plans
PEP
PepsiCo Inc
83,768
12,560.2
-1.70%
2.310
-0.04%
0.010
+3.51%
-2.30%
199,419.8
Beverages - Non-Alcoholic
META
Meta Platforms Inc
19,577
11,283.4
New Holding
2.080
+2.08%
0.000
+37.26%
+22.08%
1,794,173.6
Interactive Media
FI
Fiserv Inc
49,515
10,934.4
-34.39%
2.010
-0.97%
0.010
-34.13%
-30.39%
79,284.0
Software
MA
Mastercard Inc
18,574
10,180.8
-1.83%
1.870
-0.03%
0.000
+6.20%
+7.22%
510,423.9
Credit Services

Bell Asset Management Ltd's Historical Top Holdings Breakdowns

Bell Asset Management Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+2.41%
106.98 ($126.74) 149.43
$170.78
34.75%
Add 65.51%
305,461
120,900
META
Meta Platforms Inc
2025-03-31
New Buy
New Buy
+2.08%
576.36 ($645.17) 736.67
$713.58
10.60%
New holding
19,577
19,577
UBER
Uber Technologies Inc
2025-03-31
New Buy
New Buy
+1.46%
63.17 ($72.04) 81.49
$89.94
24.85%
New holding
108,689
108,689
KO
Coca-Cola Co
2025-03-31
Reduce
Reduce
-1.45%
60.81 ($66.78) 72.32
$69.16
3.56%
Reduce -89.02%
15,811
-128,213
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
New Buy
New Buy
+1.35%
165.25 ($194.34) 224.62
$240.33
23.66%
New holding
44,340
44,340
JNJ
Johnson & Johnson
2025-03-31
Reduce
Reduce
-1.33%
142.06 ($156.47) 167.7
$169.10
8.07%
Reduce -58.53%
35,786
-50,513
FBIN
Fortune Brands Innovations Inc
2025-03-31
Sold Out
Sold Out
-1.17%
60.06 ($67.15) 74.89
$56.24
-16.25%
Sold Out
0
-94,258
CTSH
Cognizant Technology Solutions Corp
2025-03-31
Sold Out
Sold Out
-1.00%
75.32 ($81.41) 90.7
$77.19
-5.18%
Sold Out
0
-71,622
MANH
Manhattan Associates Inc
2025-03-31
New Buy
New Buy
+0.99%
163.5 ($208.27) 295.1
$217.71
4.53%
New holding
30,947
30,947
FI
Fiserv Inc
2025-03-31
Reduce
Reduce
-0.97%
200.51 ($218.93) 237.79
$143.00
-34.68%
Reduce -34.39%
49,515
-25,957

Bell Asset Management Ltd Total Holding History ($B)

To

Bell Asset Management Ltd's Asset Allocation

To

Bell Asset Management Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Bell Asset Management Ltd's Hypothetical Growth since 2025-03-31

Bell Asset Management Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Bell Asset Management Ltd's Holdings Heat Map

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Bell Asset Management Ltd's Holdings Bubble Chart

Bell Asset Management Ltd News

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