13F HOLDINGS REPORT
Blue Whale Capital LLP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001801547-23-000003
Total Value
$604.8M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 272,523 | $75.7M | 12.52% |
| 2 | Charles Schwab Corp/The | SCHW-PJ | 1,225,400 | $64.2M | 10.61% |
| 3 | Lam Research Corp | LRCX | 111,000 | $58.8M | 9.73% |
| 4 | Veeva Systems Inc | VEEV | 311,500 | $57.3M | 9.47% |
| 5 | Microsoft Corp | MSFT | 198,264 | $57.2M | 9.45% |
| 6 | Mastercard Inc | MA | 138,250 | $50.2M | 8.31% |
| 7 | Visa Inc | V | 221,500 | $49.9M | 8.26% |
| 8 | Dexcom Inc | DXCM | 316,500 | $36.8M | 6.08% |
| 9 | Intuit Inc | INTU | 58,585 | $26.1M | 4.32% |
| 10 | IDEXX Laboratories Inc | 45168D104 | 49,250 | $24.6M | 4.07% |
| 11 | Autodesk Inc | ADSK | 116,504 | $24.3M | 4.01% |
| 12 | Adobe Inc | ADBE | 53,656 | $20.7M | 3.42% |
| 13 | Canadian Natural Resources Ltd | 136385101 | 365,000 | $20.2M | 3.34% |
| 14 | Lululemon Athletica Inc | LULU | 45,750 | $16.7M | 2.75% |
| 15 | Union Pacific Corp | UNP | 79,000 | $15.9M | 2.63% |
| 16 | Atlassian Corp | TEAM | 36,884 | $6.3M | 1.04% |