Blue Whale Capital LLP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Blue Whale Capital LLP held in its portfolio 24 assets valued at $1,948,714,663 (i.e. $1.95B).
The most valuable assets in the portfolio included: NVIDIA CORP ($247.09M), LAM RESEARCH CORP ($243.70M), and FLUTTER ENTERTAINMENT PLC ($169.87M).
The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Blue Whale Capital LLP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORP | 1324861 | 247086577 | COM |
| LAM RESEARCH CORP | 1423630 | 243696983 | COM NEW |
| FLUTTER ENTERTAINMENT PLC | 789925 | 169865472 | SHS |
| VERTIV HOLDINGS CO | 898851 | 145622851 | COM CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 410748 | 124822210 | SPONSORED ADS |
| BROADCOM INC | 355798 | 123141688 | COM |
| NEWMONT CORPORATION | 1040095 | 103853486 | COM |
| UBER TECHNOLOGIES INC | 1072788 | 87657507 | COM |
| APPLOVIN CORP | 103917 | 70021353 | CL A COM |
| ARES MANAGEMENT CORPORATION | 424634 | 68633593 | CL A COM STK |
| APOLLO GLOBAL MGMT INC | 471876 | 68308770 | COM |
| ELI LILLY & CO | 57878 | 62200329 | COM |
| DANAHER CORP | 226679 | 51891357 | COM |
| LUMENTUM HLDGS INC | 139265 | 51331686 | COM |
| REPLIGEN CORP | 308467 | 50545403 | COM |
| PHILIP MORRIS INTL INC | 303397 | 48664879 | COM |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 148274 | 40833177 | ORD SHS |
| INTERACTIVE BROKERS GROUP INC | 574064 | 36918056 | COM CL A |
| HONEYWELL INTL INC | 170221 | 33208415 | COM |
| MOTOROLA SOLUTIONS INC | 70654 | 27083091 | COM NEW |
| CAPITAL ONE FINL CORP | 108568 | 26312540 | COM |
| MILLROSE PPTYS INC | 834287 | 24920153 | COM CL A |
| SCHWAB CHARLES CORP NEW | 248206 | 24798261 | COM |
| ROBLOX CORP | 213462 | 17296826 | CL A |
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