13F HOLDINGS REPORT
Blue Whale Capital LLP
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001801547-25-000001
Total Value
$1.35B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Broadcom Inc | AVGO | 684,580 | $158.7M | 11.79% |
| 2 | Lam Research Corp | LRCX | 2,060,945 | $148.9M | 11.06% |
| 3 | NVIDIA Corp | NVDA | 1,093,619 | $146.9M | 10.91% |
| 4 | Taiwan Semiconductor Manufacturing Co Ltd | 874039100 | 640,961 | $126.6M | 9.40% |
| 5 | Flutter Entertainment PLC | G3643J108 | 306,161 | $79.1M | 5.88% |
| 6 | Applied Materials Inc | 038222105 | 482,211 | $78.4M | 5.82% |
| 7 | Danaher Corp | 235851102 | 329,746 | $75.7M | 5.62% |
| 8 | Visa Inc | V | 223,108 | $70.5M | 5.24% |
| 9 | Vertiv Holdings Co | VRT | 566,946 | $64.4M | 4.78% |
| 10 | Oracle Corp | ORCL-PD | 338,799 | $56.5M | 4.19% |
| 11 | Philip Morris International In | 718172109 | 454,155 | $54.7M | 4.06% |
| 12 | Apollo Global Management Inc | 03769M106 | 286,997 | $47.4M | 3.52% |
| 13 | ROBLOX Corp | RBLX | 768,814 | $44.5M | 3.30% |
| 14 | Meta Platforms Inc | META | 75,677 | $44.3M | 3.29% |
| 15 | Ares Management Corp | ARES-PB | 228,651 | $40.5M | 3.01% |
| 16 | UnitedHealth Group Inc | UNH | 76,152 | $38.5M | 2.86% |
| 17 | Microsoft Corp | MSFT | 67,343 | $28.4M | 2.11% |
| 18 | H&R Block Inc | BSQKZ | 489,690 | $25.9M | 1.92% |
| 19 | Charles Schwab Corp/The | SCHW-PJ | 223,724 | $16.6M | 1.23% |