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| Name: |
Blue Whale Capital LLP |
| City: |
LONDON |
| State: |
X0 |
| Zip: |
W1S 2JJ |
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| Holdings
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18 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NVDA |
NVIDIA Corporation |
1 |
- |
$949.50 |
$139,395,000 |
154,273 |
14.72% |
31,500,000 |
-63,600 |
0.006 |
Semiconductor - Speci... |
|
|
LRCX |
Lam Research Corp |
2 |
- |
$965.77 |
$111,050,000 |
114,300 |
11.72% |
36,210,000 |
18,750 |
0.079 |
Semiconductor Equipme... |
|
|
MSFT |
Microsoft Corp |
3 |
- |
$430.52 |
$91,828,000 |
218,264 |
9.69% |
-6,700,000 |
-43,750 |
0.003 |
Application Software |
|
|
SCHW |
Charles Schwab Corp |
4 |
- |
$75.27 |
$89,268,000 |
1,234,000 |
9.42% |
4,369,000 |
0 |
0.069 |
Investment Brokerage ... |
|
|
AMAT |
Applied Materials Inc |
5 |
- |
$218.15 |
$88,782,000 |
430,500 |
9.37% |
53,937,000 |
215,500 |
0.047 |
Semiconductor Equipme... |
|
|
FB |
Meta Platforms Inc |
6 |
- |
$467.78 |
$65,917,000 |
135,750 |
6.96% |
16,009,000 |
-5,250 |
0.006 |
Internet Service Prov... |
|
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MA |
MasterCard Inc A |
7 |
- |
$456.52 |
$58,992,000 |
122,500 |
6.23% |
7,064,000 |
750 |
0.012 |
Business Services |
|
|
V |
Visa Inc |
8 |
- |
$275.58 |
$54,281,000 |
194,500 |
5.73% |
3,643,000 |
0 |
0.012 |
Business Services |
|
|
DHR |
Danaher Corp |
9 |
- |
$267.19 |
$50,693,000 |
203,000 |
5.35% |
4,078,000 |
1,500 |
0.029 |
General Building Mate... |
|
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AVGO |
Broadcom Limited |
10 |
New |
$1,392.24 |
$39,497,000 |
29,800 |
4.17% |
39,497,000 |
29,800 |
0.007 |
Semiconductor- Broad... |
|
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PM |
Philip Morris International... |
11 |
- |
$101.07 |
$38,939,000 |
425,000 |
4.11% |
5,070,000 |
65,000 |
0.027 |
Cigarettes & Other To... |
|
|
HRB |
H&R Block Inc |
12 |
- |
$52.99 |
$31,922,000 |
650,000 |
3.37% |
12,332,000 |
245,000 |
0.337 |
Personal Services |
|
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RBLX |
Roblox Corp |
13 |
- |
$0.00 |
$29,284,000 |
767,000 |
3.09% |
8,390,000 |
310,000 |
0.155 |
N/A |
|
|
ADBE |
Adobe Systems Inc |
14 |
- |
$483.93 |
$28,756,000 |
56,988 |
3.04% |
-11,011,000 |
-9,668 |
0.012 |
Application Software |
|
|
DXCM |
DexCom Inc |
15 |
- |
$130.53 |
$17,338,000 |
125,000 |
1.83% |
1,827,000 |
0 |
0.032 |
Medical Instruments &... |
|
|
CE |
Celanese Corp |
16 |
- |
$153.21 |
$11,343,000 |
66,000 |
1.2% |
1,089,000 |
0 |
0.056 |
Synthetics |
|
|
TEAM |
Atlassian Corporation Plc |
17 |
Closed |
$174.80 |
$0 |
0 |
0% |
-20,785,000 |
-87,384 |
0 |
N/A |
|
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VEEV |
Veeva Systems Inc |
18 |
Closed |
$205.76 |
$0 |
0 |
0% |
-18,963,000 |
-98,500 |
0 |
Healthcare Informatio... |
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