13F HOLDINGS REPORT
Blue Whale Capital LLP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001801547-25-000010
Total Value
$1.81B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORP | NVDA | 1,226,083 | $228.8M | 12.65% |
| 2 | LAM RESEARCH CORP | LRCX | 1,701,496 | $227.8M | 12.60% |
| 3 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 717,700 | $200.4M | 11.09% |
| 4 | BROADCOM INC | AVGO | 364,180 | $120.1M | 6.65% |
| 5 | VERTIV HOLDINGS CO | VRT | 692,019 | $104.4M | 5.77% |
| 6 | UBER TECHNOLOGIES INC | UBER | 993,772 | $97.4M | 5.38% |
| 7 | FLUTTER ENTERTAINMENT PLC | G3643J108 | 366,531 | $93.1M | 5.15% |
| 8 | APOLLO GLOBAL MGMT INC | 03769M106 | 689,428 | $91.9M | 5.08% |
| 9 | PHILIP MORRIS INTL INC | 718172109 | 498,342 | $80.8M | 4.47% |
| 10 | MILLROSE PPTYS INC | 601137102 | 2,267,144 | $76.2M | 4.21% |
| 11 | DANAHER CORP | 235851102 | 337,831 | $67.0M | 3.70% |
| 12 | ARES MANAGEMENT CORPORATION | ARES-PB | 400,012 | $64.0M | 3.54% |
| 13 | SEAGATE TECHNOLOGY HOLDINGS PLC | SE | 221,705 | $52.3M | 2.89% |
| 14 | ORACLE CORP | ORCL-PD | 167,897 | $47.2M | 2.61% |
| 15 | APPLOVIN CORP | APP | 61,490 | $44.2M | 2.44% |
| 16 | NEWMONT CORPORATION | NEMCL | 414,718 | $35.0M | 1.93% |
| 17 | ROBLOX CORP | RBLX | 243,517 | $33.7M | 1.87% |
| 18 | VISA INC | V | 96,095 | $32.8M | 1.81% |
| 19 | REPLIGEN CORP | RGEN | 243,101 | $32.5M | 1.80% |
| 20 | CAPITAL ONE FINL CORP | 14040H105 | 139,943 | $29.7M | 1.65% |
| 21 | INTERACTIVE BROKERS GROUP INC | 45841N107 | 315,583 | $21.7M | 1.20% |
| 22 | SCHWAB CHARLES CORP NEW | SCHW-PJ | 169,746 | $16.2M | 0.90% |
| 23 | UNITEDHEALTH GROUP INC | UNH | 31,111 | $10.7M | 0.59% |