EdgeMarket › What Blue Whale Capital Llp reported owning
What Blue Whale Capital Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.1BPositions
26Quarter
2026-03-31Shown below
26largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| LRCX LAM RESEARCH CORP | 275.7M | 13.1% | 1.3M | 314.00 | +216.7% |
| NVDA NVIDIA CORP | 275.0M | 13.1% | 1.6M | 214.72 | +22.4% |
| MSI Motorola Solutions, Inc. | 165.3M | 7.9% | 380.8K | 480.47 | +4.0% |
| LITE Lumentum Holdings Inc. | 149.0M | 7.1% | 212.1K | 866.71 | +647.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 138.1M | 6.6% | 408.7K | 418.95 | +83.3% |
| AVGO Broadcom Inc. | 136.0M | 6.5% | 439.5K | 368.45 | +26.5% |
| VRT Vertiv Holdings Co | 114.3M | 5.4% | 456.3K | 261.95 | +105.4% |
| HON HONEYWELL INTERNATIONAL INC | 97.1M | 4.6% | 429.6K | 215.90 | -50.3% |
| NEM NEWMONT Corp /DE/ | 83.0M | 3.9% | 766.5K | 131.58 | +90.7% |
| LLY ELI LILLY & Co | 81.1M | 3.9% | 88.2K | 1,255.40 | +78.0% |
| SNDK Sandisk Corp | 72.8M | 3.5% | 114.6K | 1,596.08 | +3494.8% |
| APP AppLovin Corp | 59.3M | 2.8% | 149.1K | 305.77 | -25.9% |
| UBER Uber Technologies, Inc | 56.3M | 2.7% | 782.5K | 78.80 | -15.9% |
| IBKR Interactive Brokers Group, Inc. | 47.9M | 2.3% | 714.2K | 93.87 | +50.3% |
| RGEN REPLIGEN CORP | 47.6M | 2.3% | 404.2K | 181.13 | +49.0% |
| WM WASTE MANAGEMENT INC | 46.8M | 2.2% | 203.6K | 224.06 | -2.6% |
| QXO QXO, Inc. | 35.8M | 1.7% | 1.8M | 13.76 | -28.6% |
| FICO FAIR ISAAC CORP | 33.8M | 1.6% | 31.7K | 1,172.67 | -12.8% |
| GOOGL Alphabet Inc. | 33.4M | 1.6% | 116.0K | 344.82 | +73.0% |
| SCHW SCHWAB CHARLES CORP | 31.3M | 1.5% | 333.1K | 112.30 | +17.6% |
| STX Seagate Technology Holdings plc | 30.2M | 1.4% | 77.1K | 850.00 | +436.6% |
| DHR DANAHER CORP /DE/ | 29.2M | 1.4% | 153.9K | 218.85 | +3.5% |
| APO Apollo Global Management, Inc. | 24.9M | 1.2% | 223.3K | 132.69 | -2.0% |
| ARES Ares Management Corp | 20.3M | 1.0% | 186.3K | 141.25 | -21.1% |
| FLUT Flutter Entertainment plc | 15.5M | 0.7% | 152.3K | 102.61 | -65.2% |
| PM Philip Morris International Inc. | 3.0M | 0.1% | 18.2K | 188.23 | +8.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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