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Bell

Jul 2023 → Aug 2026 · Publishes monthly · 5 funds

Our archive holds 28 letters from Bell, behind 36 investment theses and positions in 23 companies. Every quote below is copied verbatim from the letter it came from.

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Bell’s own letters page
28
Letters
23
Companies
10
Moves
36
Theses

5 strategies

Bell publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

What they bought and sold · 10 moves

  • TrimmedAlphabet Inc.
    August 2026
    “Bottom 5 - Relative Contribution Alphabet Inc. Class A -0.2$% Dick's Sporting Goods,… -0.20%”
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  • ExitedRoche Holding AG
    August 2026
    “We exited our long-standing position in Roche, one of the world’s leading pharmaceutical and diagnostics companies, as the shares had performed strongly, valuation expanded and several positive pipeline catalysts had played out, resulting in a less compelling risk-reward relative to other opportunities in the portfolio.”
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  • ExitedManhattan Associates, Inc.
    August 2026
    “Following the rally, we exited our position as the higher valuation reduced our expected upside and we identified more attractive opportunities elsewhere in the portfolio.”
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  • New positioneysight Technologies
    August 2026
    “We re-established a position in >eysight, a leading provider of electronic test and measurement solutions, after having exited earlier this year on valuation grounds.”
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  • TrimmedTencent Holdings Ltd
    August 2026

    Listed in Bell’s reported holdings.

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  • AddedFujikura Ltd.
    July 2026
    “Je also re-established positions in two AI beneficiaries that we exited earlier in the year for valuation reasons; Teradyne, a US listed automated testing equipment provider, and Fujikura, a Japanese manufacturer of electrical cabling and components.”
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  • TrimmedManhattan Associates, Inc.
    July 2026
    “Having said that, we have reduced the position size following the recent strong share price performance.”
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  • AddedDisco Corporation
    July 2026
    “Given these fundamentals, we used the short- term weakness to add to our position.”
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  • New positionIntuitive Surgical, Inc.
    July 2026
    “Additionally, a new position was established in leading Health Care company Intuitive Surgical, which is a high-quality business that we have followed for many years.”
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  • AddedTeradyne, Inc.
    July 2026
    “Je also re-established positions in two AI beneficiaries that we exited earlier in the year for valuation reasons; Teradyne, a US listed automated testing equipment provider, and Fujikura, a Japanese manufacturer of electrical cabling and components.”
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Companies held · 23

Every company Bell has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 36

Letter archive · 28

2026

2025

2024

2023

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