CIK 1801547
Blue Whale Capital LLP
Institutional 13F holdings & portfolio
Holdings
24
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–24 of 24
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NVDA | NVIDIA CORP | 1.3M | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 1.4M | $1M+ | SH |
| FLUT | FLUTTER ENTERTAINMENT PLC | 790K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 899K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 411K | $1M+ | SH |
| AVGO | BROADCOM INC | 356K | $1M+ | SH |
| NEM | NEWMONT CORPORATION | 1.0M | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC | 1.1M | $1M+ | SH |
| APP | APPLOVIN CORP | 104K | $1M+ | SH |
| ARES | ARES MANAGEMENT CORPORATION | 425K | $1M+ | SH |
| APO | APOLLO GLOBAL MGMT INC | 472K | $1M+ | SH |
| LLY | ELI LILLY & CO | 58K | $1M+ | SH |
| DHR | DANAHER CORP | 227K | $1M+ | SH |
| LITE | LUMENTUM HLDGS INC | 139K | $1M+ | SH |
| RGEN | REPLIGEN CORP | 308K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 303K | $1M+ | SH |
| STX | SEAGATE TECHNOLOGY HOLDINGS PLC | 148K | $1M+ | SH |
| IBKR | INTERACTIVE BROKERS GROUP INC | 574K | $1M+ | SH |
| HON | HONEYWELL INTL INC | 170K | $1M+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 71K | $1M+ | SH |
| COF | CAPITAL ONE FINL CORP | 109K | $1M+ | SH |
| MRP | MILLROSE PPTYS INC | 834K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP NEW | 248K | $1M+ | SH |
| RBLX | ROBLOX CORP | 213K | $1M+ | SH |