BELL ASSET MANAGEMENT LTD

PrivateCIK: 1681004
Location

MELBOURNE, C3

61
Positions
$339.79M
Total AUM (reported)
1.86M
Total Shares

Allocation by class

TOTAL AUM$339.79M61 positions
COM$262.32M77.2%
CL A$22.02M6.5%
CAP STK CL A$21.87M6.4%
COM CL A$7.79M2.3%
SHS CL A$5.75M1.7%
CL A COM$4.73M1.4%
SHS CLASS A$4.20M1.2%

Portfolio Concentration

Top 322.7%4–1022.8%11–2520.4%Rest34.0%TOP 1045.6%0%100%
Top 3$77.21M22.7%
4–10$77.57M22.8%
11–25$69.47M20.4%
Rest$115.55M34.0%

Top 3 weight

22.7%

Top 10 weight

45.6%

Voting Authority Distribution

Total shares with voting rights: 1.86M

Sole

Full voting authority

1.86M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole61
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings61
Rows:

NVIDIA CORPORATION

SOLE
COM
Shares184.23K
TypeSH
Market value$32.07M
9.44%
Sole
184.23K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares62.70K
TypeSH
Market value$23.27M
6.85%
Sole
62.70K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares76.22K
TypeSH
Market value$21.87M
6.44%
Sole
76.22K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares78.71K
TypeSH
Market value$19.98M
5.88%
Sole
78.71K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares78.67K
TypeSH
Market value$16.43M
4.83%
Sole
78.67K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares40.71K
TypeSH
Market value$12.60M
3.71%
Sole
40.71K
Shared
0.00
None
0.00

JPMORGAN CHASE & CO

SOLE
COM
Shares29.50K
TypeSH
Market value$8.68M
2.56%
Sole
29.50K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares25.79K
TypeSH
Market value$7.79M
2.29%
Sole
25.79K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares12.27K
TypeSH
Market value$6.05M
1.78%
Sole
12.27K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares12.08K
TypeSH
Market value$6.04M
1.78%
Sole
12.08K
Shared
0.00
None
0.00

AON PLC

SOLE
SHS CL A
Shares17.80K
TypeSH
Market value$5.75M
1.69%
Sole
17.80K
Shared
0.00
None
0.00

MARSH & MCLENNAN COS INC

SOLE
COM
Shares29.89K
TypeSH
Market value$5.19M
1.53%
Sole
29.89K
Shared
0.00
None
0.00

WASTE MGMT INC DEL

SOLE
COM
Shares21.80K
TypeSH
Market value$5.01M
1.47%
Sole
21.80K
Shared
0.00
None
0.00

S&P GLOBAL INC

SOLE
COM
Shares11.76K
TypeSH
Market value$4.98M
1.47%
Sole
11.76K
Shared
0.00
None
0.00

NETFLIX INC.

SOLE
COM
Shares50.03K
TypeSH
Market value$4.79M
1.41%
Sole
50.03K
Shared
0.00
None
0.00

UBER TECHNOLOGIES INC

SOLE
COM
Shares66.01K
TypeSH
Market value$4.74M
1.40%
Sole
66.01K
Shared
0.00
None
0.00

VEEVA SYS INC

SOLE
CL A COM
Shares26.97K
TypeSH
Market value$4.73M
1.39%
Sole
26.97K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares8.10K
TypeSH
Market value$4.62M
1.36%
Sole
8.10K
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

SOLE
COM
Shares16.19K
TypeSH
Market value$4.38M
1.29%
Sole
16.19K
Shared
0.00
None
0.00

CADENCE DESIGN SYSTEM INC

SOLE
COM
Shares15.67K
TypeSH
Market value$4.35M
1.28%
Sole
15.67K
Shared
0.00
None
0.00

ABBOTT LABORATORIES

SOLE
COM
Shares41.36K
TypeSH
Market value$4.24M
1.25%
Sole
41.36K
Shared
0.00
None
0.00

ACCENTURE PLC IRELAND

SOLE
SHS CLASS A
Shares21.30K
TypeSH
Market value$4.20M
1.24%
Sole
21.30K
Shared
0.00
None
0.00

TRACTOR SUPPLY CO

SOLE
COM
Shares92.69K
TypeSH
Market value$4.19M
1.23%
Sole
92.69K
Shared
0.00
None
0.00

SERVICE CORP INTL

SOLE
COM
Shares50.82K
TypeSH
Market value$4.18M
1.23%
Sole
50.82K
Shared
0.00
None
0.00

LPL FINL HLDGS INC

SOLE
COM
Shares13.65K
TypeSH
Market value$4.13M
1.21%
Sole
13.65K
Shared
0.00
None
0.00
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