Universe · entity
Blue Whale Capital LLP
Institutional manager (13F) · CIK 1801547
13F holdings · as of 2026-03-31 · top 26 · reported portfolio $2.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Lam Research Corp | $276M | 1,290,589 |
| 2 | NVIDIA Corp | $275M | 1,576,824 |
| 3 | Motorola Solutions Inc | $165M | 380,790 |
| 4 | Lumentum Holdings Inc | $149M | 212,056 |
| 5 | Taiwan Semiconductor Manufacturing Co Ltd | $138M | 408,679 |
| 6 | Broadcom Inc | $136M | 439,486 |
| 7 | Vertiv Holdings Co | $114M | 456,308 |
| 8 | Honeywell International Inc | $97M | 429,551 |
| 9 | Newmont Corp | $83M | 766,471 |
| 10 | Eli Lilly & Co | $81M | 88,178 |
| 11 | Sandisk Corp | $73M | 114,605 |
| 12 | AppLovin Corp | $59M | 149,100 |
| 13 | Uber Technologies Inc | $56M | 782,513 |
| 14 | Interactive Brokers Group Inc | $48M | 714,184 |
| 15 | Repligen Corp | $48M | 404,200 |
| 16 | Waste Management Inc | $47M | 203,623 |
| 17 | QXO Inc | $36M | 1,843,734 |
| 18 | Fair Isaac Corp | $34M | 31,708 |
| 19 | Alphabet Inc | $33M | 116,044 |
| 20 | Charles Schwab Corp | $31M | 333,148 |
| 21 | Seagate Technology Holdings PLC | $30M | 77,074 |
| 22 | Danaher Corp | $29M | 153,866 |
| 23 | Apollo Global Management Inc | $25M | 223,343 |
| 24 | Ares Management Corp | $20M | 186,281 |
| 25 | Flutter Entertainment PLC | $16M | 152,275 |
| 26 | Philip Morris International Inc | $3M | 18,201 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.