13F HOLDINGS REPORT
Blue Whale Capital LLP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001801547-23-000001
Total Value
$586,682
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Charles Schwab Corp/The | SCHW-PJ | 827,000 | $68,856 | 11.74% |
| 2 | Microsoft Corp | MSFT | 237,264 | $56,901 | 9.70% |
| 3 | Veeva Systems Inc | VEEV | 311,500 | $50,270 | 8.57% |
| 4 | Lam Research Corp | LRCX | 116,500 | $48,965 | 8.35% |
| 5 | NVIDIA Corp | NVDA | 330,523 | $48,303 | 8.23% |
| 6 | Visa Inc | V | 231,750 | $48,148 | 8.21% |
| 7 | Mastercard Inc | MA | 137,500 | $47,813 | 8.15% |
| 8 | Dexcom Inc | DXCM | 386,500 | $43,767 | 7.46% |
| 9 | Intuit Inc | INTU | 99,835 | $38,858 | 6.62% |
| 10 | IDEXX Laboratories Inc | 45168D104 | 88,000 | $35,900 | 6.12% |
| 11 | Lululemon Athletica Inc | LULU | 83,250 | $26,672 | 4.55% |
| 12 | Autodesk Inc | ADSK | 132,004 | $24,668 | 4.20% |
| 13 | Adobe Inc | ADBE | 53,656 | $18,057 | 3.08% |
| 14 | Union Pacific Corp | UNP | 78,000 | $16,151 | 2.75% |
| 15 | Canadian Natural Resources Ltd | 136385101 | 155,000 | $8,607 | 1.47% |
| 16 | Atlassian Corp | TEAM | 36,884 | $4,746 | 0.81% |