Long-term investor

Bell Asset Management LTD @bellassetmanagementltd

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001681004).

Record

  • Tracked since 2025-06-30 (441 days), 120 trades recorded
  • Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +3.8% · all +3.8%
  • Max drawdown n/a · win rate 33% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • NVDA · 9.3% · long · since 2025-06-30
  • GOOGL · 7.3% · long · since 2025-06-30
  • MSFT · 5.8% · long · since 2025-06-30
  • AMZN · 4.6% · long · since 2025-06-30
  • AVGO · 4.0% · long · since 2025-06-30
  • AAPL · 3.3% · long · since 2025-06-30
  • JPM · 2.6% · long · since 2025-12-31
  • V · 2.4% · long · since 2025-06-30
  • META · 2.3% · long · since 2025-06-30
  • MA · 1.9% · long · since 2025-06-30
  • TMO · 1.6% · long · since 2025-06-30
  • NFLX · 1.5% · long · since 2025-09-30

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