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GOOG has hit a 52 week high
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NOC has hit a 52 week high
Northrop Grumman annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.
TSLA is down 2%
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MSFT has hit a 52 week high
Microsoft annnouced there quarterly earnings and beating analysts estimates causing the stock to surge to a new 52 week high.

Blue Whale Capital Llp

13F Holdings
Filed: 2025-08-12
Portfolio Value
1.53B arrow_upward 13.47%
Number of Holdings
lock info
Reporting Date
2025-06-30
Key Stats trending_flat
CIK
0001801547
Filing Date
2025-08-12 18:03:08
Address
4th/5th Floor, 21-22 Grosvenor Street
London
X0
Prior Value
1.35B
Top 10 Holdings %
lock
Full Filing
View
Portfolio Value
Blue Whale Capital Llp
(13F - 2025-06-30)
Nvidia Corp
-
2025-08-12
Value
199.78M
Shares
1.26M
Portfolio %
13.08%
Lam Research Corp
-
2025-08-12
Value
182.95M
Shares
1.88M
Portfolio %
11.98%
Broadcom Inc
-
2025-08-12
Value
164.29M
Shares
596.02K
Portfolio %
10.75%
Taiwan Semiconductor Manufactu
-
2025-08-12
Value
118.74M
Shares
524.27K
Portfolio %
7.77%
Apollo Global Management Inc
-
2025-08-12
Value
96.69M
Shares
681.53K
Portfolio %
6.33%
Philip Morris International In
-
2025-08-12
Value
95.59M
Shares
524.86K
Portfolio %
6.26%
Uber Technologies Inc
-
2025-08-12
Value
79.13M
Shares
848.12K
Portfolio %
5.18%
Danaher Corp
-
2025-08-12
Value
78.50M
Shares
397.39K
Portfolio %
5.14%
Ares Management Corp
-
2025-08-12
Value
71.10M
Shares
410.48K
Portfolio %
4.65%
Vertiv Holdings Co
-
2025-08-12
Value
65.35M
Shares
508.94K
Portfolio %
4.28%
Top Increases | Blue Whale Capital Llp
(2024-12-31 → 2025-06-30)
Apollo Global Management Inc
-
2025-08-12
Value Change
arrow_upward 49.29M
Shares
arrow_upward 394.54K
Portfolio % Change
arrow_upward 2.81%
Portfolio %
6.33%
Philip Morris International In
-
2025-08-12
Value Change
arrow_upward 40.94M
Shares
arrow_upward 70.70K
Portfolio % Change
arrow_upward 2.20%
Portfolio %
6.26%
Nvidia Corp
-
2025-08-12
Value Change
arrow_upward 52.92M
Shares
arrow_upward 170.91K
Portfolio % Change
arrow_upward 2.17%
Portfolio %
13.08%
Ares Management Corp
-
2025-08-12
Value Change
arrow_upward 30.62M
Shares
arrow_upward 181.83K
Portfolio % Change
arrow_upward 1.65%
Portfolio %
4.65%
Charles Schwab Corp/the
-
2025-08-12
Value Change
arrow_upward 24.06M
Shares
arrow_upward 221.40K
Portfolio % Change
arrow_upward 1.43%
Portfolio %
2.66%
Lam Research Corp
-
2025-08-12
Value Change
arrow_upward 34.09M
Shares
arrow_upward -181417.00
Portfolio % Change
arrow_upward 0.92%
Portfolio %
11.98%
Top Decreases | Blue Whale Capital Llp
(2024-12-31 → 2025-06-30)
Oracle Corp
-
2025-08-12
Value Change
arrow_downward 1.23M
Shares
arrow_downward -74933.00
Portfolio % Change
arrow_downward 0.42%
Portfolio %
3.78%
Danaher Corp
-
2025-08-12
Value Change
arrow_downward 2.81M
Shares
arrow_downward 67.65K
Portfolio % Change
arrow_downward 0.48%
Portfolio %
5.14%
Vertiv Holdings Co
-
2025-08-12
Value Change
arrow_downward 942.38K
Shares
arrow_downward -58005.00
Portfolio % Change
arrow_downward 0.51%
Portfolio %
4.28%
Unitedhealth Group Inc
-
2025-08-12
Value Change
arrow_downward -5964438.00
Shares
arrow_downward 28.21K
Portfolio % Change
arrow_downward 0.73%
Portfolio %
2.13%
Roblox Corp
-
2025-08-12
Value Change
arrow_downward -6929913.00
Shares
arrow_downward -411840.00
Portfolio % Change
arrow_downward 0.85%
Portfolio %
2.46%
Broadcom Inc
-
2025-08-12
Value Change
arrow_downward 5.58M
Shares
arrow_downward -88563.00
Portfolio % Change
arrow_downward 1.03%
Portfolio %
10.75%
H&r Block Inc
-
2025-08-12
Value Change
arrow_downward -21100339.00
Shares
arrow_downward -402700.00
Portfolio % Change
arrow_downward 1.61%
Portfolio %
0.31%
Taiwan Semiconductor Manufactu
-
2025-08-12
Value Change
arrow_downward -7841476.00
Shares
arrow_downward -116691.00
Portfolio % Change
arrow_downward 1.63%
Portfolio %
7.77%
Flutter Entertainment Plc
-
2025-08-12
Value Change
arrow_downward -18653064.00
Shares
arrow_downward -94535.00
Portfolio % Change
arrow_downward 1.92%
Portfolio %
3.96%
Visa Inc
-
2025-08-12
Value Change
arrow_downward -31976055.00
Shares
arrow_downward -114574.00
Portfolio % Change
arrow_downward 2.71%
Portfolio %
2.52%
Blue Whale Capital Llp (13F - 2025-06-30) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Blue Whale Capital Llp
(2024-12-31 → 2025-06-30)
Uber Technologies Inc
-
2025-08-12
Value
add_circle 79.13M
Shares
848.12K
Portfolio %
5.18%
% Change
5.18%
Repligen Corp
-
2025-08-12
Value
add_circle 35.78M
Shares
287.69K
Portfolio %
2.34%
% Change
2.34%
Millrose Properties Inc
-
2025-08-12
Value
add_circle 34.19M
Shares
1.20M
Portfolio %
2.24%
% Change
2.24%
Mastercard Inc
-
2025-08-12
Value
add_circle 33.43M
Shares
59.49K
Portfolio %
2.19%
% Change
2.19%
Closed Positions | Blue Whale Capital Llp
(2024-12-31 → 2025-06-30)
Microsoft Corp
-
2025-02-13
Value
remove_circle 28.39M
Shares
67.34K
Previous %
10.91%
% Change
-10.91%
Meta Platforms Inc
-
2025-02-13
Value
remove_circle 44.31M
Shares
75.68K
Previous %
10.91%
% Change
-10.91%
Applied Materials Inc
-
2025-02-13
Value
remove_circle 78.42M
Shares
482.21K
Previous %
10.91%
% Change
-10.91%