13F HOLDINGS REPORT (Amended)
Blue Whale Capital LLP
Quarter ended Q1 2023 · Filed February 21, 2023 · Accession 0001801547-23-000002
Total Value
$586.7M
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 | $68.9M | 11.74% |
| 2 | Microsoft Corp | MSFT | 237,264 | $56.9M | 9.70% |
| 3 | Veeva Systems Inc | VEEV | 311,500 | $50.3M | 8.57% |
| 4 | Lam Research Corp | LRCX | 116,500 | $49.0M | 8.35% |
| 5 | NVIDIA Corp | NVDA | 330,523 | $48.3M | 8.23% |
| 6 | Visa Inc | V | 231,750 | $48.1M | 8.21% |
| 7 | Mastercard Inc | MA | 137,500 | $47.8M | 8.15% |
| 8 | Dexcom Inc | DXCM | 386,500 | $43.8M | 7.46% |
| 9 | Intuit Inc | INTU | 99,835 | $38.9M | 6.62% |
| 10 | IDEXX Laboratories Inc | 45168D104 | 88,000 | $35.9M | 6.12% |
| 11 | Lululemon Athletica Inc | LULU | 83,250 | $26.7M | 4.55% |
| 12 | Autodesk Inc | ADSK | 132,004 | $24.7M | 4.20% |
| 13 | Adobe Inc | ADBE | 53,656 | $18.1M | 3.08% |
| 14 | Union Pacific Corp | UNP | 78,000 | $16.2M | 2.75% |
| 15 | Canadian Natural Resources Ltd | 136385101 | 155,000 | $8.6M | 1.47% |
| 16 | Atlassian Corp | TEAM | 36,884 | $4.7M | 0.81% |