Blue Whale Capital LLP 13F Holdings

CIK 0001801547 · LONDON, X0

As of Sep 30, 2025, Blue Whale Capital LLP reported 23 positions worth .8B in its SEC Form 13F filing.

Top 23 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology1,226,083$228.8M12.65%
LAM RESEARCH CORPLRCXTechnology1,701,496$227.8M12.60%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology717,700$200.4M11.09%
BROADCOM INCAVGOTechnology364,180 20.1M6.65%
VERTIV HOLDINGS COVRTIndustrials692,019 04.4M5.77%
UBER TECHNOLOGIES INCUBERTechnology993,772$97.4M5.38%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical366,531$93.1M5.15%
APOLLO GLOBAL MANAGEMENT INCAPOFinancial Services689,428$91.9M5.08%
PHILIP MORRIS INTERNATIONAL INCPMConsumer Defensive498,342$80.8M4.47%
MILLROSE PROPERTIES INCMRPReal Estate2,267,144$76.2M4.21%
DANAHER CORPDHRHealthcare337,831$67.0M3.70%
ARES MANAGEMENT CORPARESFinancial Services400,012$64.0M3.54%
SEAGATE TECHNOLOGY HOLDINGS PLCSTXTechnology221,705$52.3M2.89%
ORACLE CORPORCLTechnology167,897$47.2M2.61%
APPLOVIN CORPAPPTechnology61,490$44.2M2.44%
NEWMONT CORPNEMBasic Materials414,718$35.0M1.93%
ROBLOX CORPRBLXCommunication Services243,517$33.7M1.87%
VISA INC-CLASS A SHARESVFinancial Services96,095$32.8M1.81%
REPLIGEN CORPRGENHealthcare243,101$32.5M1.80%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services139,943$29.7M1.65%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services315,583$21.7M1.20%
SCHWAB CHARLES CORPSCHWEquity169,746 6.2M0.90%
UNITEDHEALTH GROUP INCUNHHealthcare31,111 0.7M0.59%