Institutions / Blue Whale Capital LLP
Blue Whale Capital LLP
CIK 1801547 · Institution · as of Dec 31, 2025
Portfolio value
$1.95B
Positions
24
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $247.09M | 12.7% |
| Lam Research Corp | $243.70M | 12.5% |
| Flutter Entertainment plc | $169.87M | 8.7% |
| Vertiv Holdings Co | $145.62M | 7.5% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $124.82M | 6.4% |
| Broadcom Inc. | $123.14M | 6.3% |
| Newmont Corp | $103.85M | 5.3% |
| Uber Technologies, Inc | $87.66M | 4.5% |
| AppLovin Corp | $70.02M | 3.6% |
| Ares Management Corporation | $68.63M | 3.5% |
| Apollo Global Management, Inc. | $68.31M | 3.5% |
| ELI LILLY & Co | $62.20M | 3.2% |
| Danaher Corp /De | $51.89M | 2.7% |
| Lumentum Hldgs Inc | $51.33M | 2.6% |
| Repligen Corp | $50.55M | 2.6% |
| Philip Morris International Inc. | $48.66M | 2.5% |
| Seagate Technology Holdings PLC | $40.83M | 2.1% |
| Interactive Brokers Group Inc | $36.92M | 1.9% |
| Honeywell International Inc | $33.21M | 1.7% |
| Motorola Solutions, Inc. | $27.08M | 1.4% |
| Capital One Financial Corp | $26.31M | 1.4% |
| Millrose Properties, Inc. | $24.92M | 1.3% |
| Schwab Charles Corp | $24.80M | 1.3% |
| ROBLOX Corp | $17.30M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.