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| Name: |
Blue Whale Capital LLP |
| City: |
LONDON |
| State: |
X0 |
| Zip: |
W1S 2JJ |
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data |
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| Holdings
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7 |
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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 |
- |
$903.99 |
$107,895,000 |
217,873 |
13.84% |
10,730,000 |
-5,500 |
0.009 |
Semiconductor - Speci... |
|
|
LRCX |
Lam Research Corp |
4 |
- |
$903.79 |
$74,840,000 |
95,550 |
9.6% |
4,454,000 |
-16,750 |
0.066 |
Semiconductor Equipme... |
|
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MA |
MasterCard Inc A |
5 |
- |
$457.76 |
$51,928,000 |
121,750 |
6.66% |
1,746,000 |
-5,000 |
0.012 |
Business Services |
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V |
Visa Inc |
6 |
- |
$279.39 |
$50,638,000 |
194,500 |
6.49% |
4,176,000 |
-7,500 |
0.012 |
Business Services |
|
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ADBE |
Adobe Systems Inc |
9 |
- |
$483.11 |
$39,767,000 |
66,656 |
5.1% |
-5,694,000 |
-22,500 |
0.014 |
Application Software |
|
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TEAM |
Atlassian Corporation Plc |
13 |
- |
$182.83 |
$20,785,000 |
87,384 |
2.67% |
-7,705,000 |
-54,000 |
0.058 |
N/A |
|
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VEEV |
Veeva Systems Inc |
15 |
- |
$203.86 |
$18,963,000 |
98,500 |
2.43% |
-30,781,000 |
-146,000 |
0.073 |
Healthcare Informatio... |
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