13F HOLDINGS REPORT
Blue Whale Capital LLP
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001801547-25-000005
Total Value
$1.53B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 1,264,528 | $199.8M | 13.08% |
| 2 | Lam Research Corp | LRCX | 1,879,528 | $183.0M | 11.98% |
| 3 | Broadcom Inc | AVGO | 596,017 | $164.3M | 10.75% |
| 4 | Taiwan Semiconductor Manufactu | 874039100 | 524,270 | $118.7M | 7.77% |
| 5 | Apollo Global Management Inc | 03769M106 | 681,533 | $96.7M | 6.33% |
| 6 | Philip Morris International In | 718172109 | 524,859 | $95.6M | 6.26% |
| 7 | Uber Technologies Inc | UBER | 848,119 | $79.1M | 5.18% |
| 8 | Danaher Corp | 235851102 | 397,394 | $78.5M | 5.14% |
| 9 | Ares Management Corp | ARES-PB | 410,480 | $71.1M | 4.65% |
| 10 | Vertiv Holdings Co | VRT | 508,941 | $65.4M | 4.28% |
| 11 | Flutter Entertainment PLC | G3643J108 | 211,626 | $60.5M | 3.96% |
| 12 | Oracle Corp | ORCL-PD | 263,866 | $57.7M | 3.78% |
| 13 | Charles Schwab Corp/The | SCHW-PJ | 445,122 | $40.6M | 2.66% |
| 14 | Visa Inc | V | 108,534 | $38.5M | 2.52% |
| 15 | ROBLOX Corp | RBLX | 356,974 | $37.6M | 2.46% |
| 16 | Repligen Corp | RGEN | 287,686 | $35.8M | 2.34% |
| 17 | Millrose Properties Inc | 601137102 | 1,199,069 | $34.2M | 2.24% |
| 18 | Mastercard Inc | MA | 59,488 | $33.4M | 2.19% |
| 19 | UnitedHealth Group Inc | UNH | 104,362 | $32.6M | 2.13% |
| 20 | H&R Block Inc | BSQKZ | 86,990 | $4.8M | 0.31% |