Blue Whale Capital LLP
CIK 0001801547 · LONDON, X0 · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$3.15B
2026 Q2
Positions
27
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
72.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
LRCX
Lam Research Corp
14.0%
AMAT
Applied Materials Inc
13.8%
NVDA
NVIDIA Corp
10.3%
SNDK
Sandisk Corp/DE
7.0%
AVGO
Broadcom Inc
6.4%
LITE
Lumentum Holdings Inc
5.0%
VRT
Vertiv Holdings Co
4.5%
GOOGL
Alphabet Inc
4.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.