13F HOLDINGS REPORT
Blue Whale Capital LLP
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001801547-24-000005
Total Value
$1.28B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Applied Materials Inc | 038222105 | 757,402 | $153.0M | 11.91% |
| 2 | Broadcom Inc | AVGO | 869,245 | $149.9M | 11.67% |
| 3 | NVIDIA Corp | NVDA | 1,182,395 | $143.6M | 11.18% |
| 4 | Vertiv Holdings Co | VRT | 939,601 | $93.5M | 7.28% |
| 5 | Lam Research Corp | LRCX | 98,559 | $80.4M | 6.26% |
| 6 | Meta Platforms Inc | META | 137,129 | $78.5M | 6.11% |
| 7 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 427,483 | $74.2M | 5.78% |
| 8 | Danaher Corp | 235851102 | 259,466 | $72.1M | 5.61% |
| 9 | DraftKings Inc | DKNG | 1,644,774 | $64.5M | 5.02% |
| 10 | Visa Inc | V | 233,746 | $64.3M | 5.00% |
| 11 | Microsoft Corp | MSFT | 135,607 | $58.4M | 4.54% |
| 12 | Philip Morris International Inc | 718172109 | 410,551 | $49.8M | 3.88% |
| 13 | Oracle Corp | ORCL-PD | 251,842 | $42.9M | 3.34% |
| 14 | Flutter Entertainment PLC | G3643J108 | 157,743 | $37.4M | 2.91% |
| 15 | H&R Block Inc | BSQKZ | 511,482 | $32.5M | 2.53% |
| 16 | ROBLOX Corp | RBLX | 557,280 | $24.7M | 1.92% |
| 17 | Ares Management Corp | ARES-PB | 143,563 | $22.4M | 1.74% |
| 18 | Dexcom Inc | DXCM | 236,000 | $15.8M | 1.23% |
| 19 | Charles Schwab Corp/The | SCHW-PJ | 240,986 | $15.6M | 1.22% |
| 20 | Adobe Inc | ADBE | 21,601 | $11.2M | 0.87% |