13F HOLDINGS REPORT
Blue Whale Capital LLP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001801547-25-000002
Total Value
$1.24B
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 1,441,032 | $156.2M | 12.64% |
| 2 | Lam Research Corp | LRCX | 1,844,035 | $134.1M | 10.85% |
| 3 | Broadcom Inc | AVGO | 619,209 | $103.7M | 8.39% |
| 4 | Apollo Global Management Inc | 03769M106 | 623,495 | $85.4M | 6.91% |
| 5 | Taiwan Semiconductor Manufactu | 874039100 | 469,033 | $77.9M | 6.30% |
| 6 | Philip Morris International In | 718172109 | 479,695 | $76.1M | 6.16% |
| 7 | Danaher Corp | 235851102 | 346,246 | $71.0M | 5.75% |
| 8 | Flutter Entertainment PLC | G3643J108 | 295,450 | $65.5M | 5.30% |
| 9 | Oracle Corp | ORCL-PD | 398,728 | $55.7M | 4.51% |
| 10 | Vertiv Holdings Co | VRT | 732,118 | $52.9M | 4.28% |
| 11 | Meta Platforms Inc | META | 90,334 | $52.1M | 4.22% |
| 12 | Visa Inc | V | 138,097 | $48.4M | 3.92% |
| 13 | UnitedHealth Group Inc | UNH | 77,152 | $40.4M | 3.27% |
| 14 | Lennar Corp | LEN-B | 342,711 | $39.3M | 3.18% |
| 15 | ROBLOX Corp | RBLX | 583,233 | $34.0M | 2.75% |
| 16 | Ares Management Corp | ARES-PB | 227,151 | $33.3M | 2.70% |
| 17 | H&R Block Inc | BSQKZ | 560,907 | $30.8M | 2.49% |
| 18 | Mastercard Inc | MA | 52,364 | $28.7M | 2.32% |
| 19 | Charles Schwab Corp/The | SCHW-PJ | 333,681 | $26.1M | 2.11% |
| 20 | Millrose Properties Inc | 601137102 | 589,986 | $15.6M | 1.27% |
| 21 | Microsoft Corp | MSFT | 21,493 | $8.1M | 0.65% |