Blue Whale Capital LLP
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
27 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 64.3% | $2,025,932,031 |
| Industrials | 12.9% | $406,398,217 |
| Communication Services | 7.0% | $221,199,546 |
| Healthcare | 4.8% | $149,776,062 |
| Financial Services | 4.3% | $134,167,926 |
| Consumer Cyclical | 3.9% | $123,746,947 |
| Basic Materials | 2.9% | $90,134,411 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| QXO | QXO, Inc. | +2,970,269 | 4,814,003 | $83,185,971 | |
| GOOGL | Alphabet Inc. | +266,919 | 382,963 | $136,859,487 | |
| AVGO | Broadcom Inc. | +90,992 | 530,478 | $200,388,064 | |
| NVDA | Nvidia Corp | +47,606 | 1,624,430 | $325,032,198 | |
| STX | Seagate Technology Holdings plc | +32,148 | 109,222 | $105,399,230 | |
| NEM | NEWMONT Corp /DE/ | +21,802 | 788,273 | $73,624,698 | |
| APP | AppLovin Corp | +14,594 | 163,694 | $84,340,059 | |
| SCHW | Schwab Charles Corp | +9,250 | 342,398 | $31,593,063 | |
| ARES | Ares Management Corp | +8,376 | 194,657 | $21,667,270 | |
| LLY | ELI LILLY & Co | +1,807 | 89,985 | $107,930,717 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| LRCX | Lam Research Corp | −273,568 | 1,017,021 | $440,705,709 | |
| MSI | Motorola Solutions, Inc. | −237,596 | 143,194 | $59,467,036 | |
| RGEN | Repligen Corp | −225,823 | 178,377 | $24,337,757 | |
| UBER | Uber Technologies, Inc | −188,402 | 594,111 | $42,871,049 | |
| HON | Honeywell International Inc | −99,711 | 329,840 | $73,851,176 | |
| DHR | Danaher Corp /De/ | −61,953 | 91,913 | $17,507,588 | |
| WM | Waste Management Inc | −45,902 | 157,721 | $35,152,856 | |
| IBKR | Interactive Brokers Group, Inc. | −44,622 | 669,562 | $58,278,676 | |
| VRT | Vertiv Holdings Co | −35,793 | 420,515 | $140,796,832 | |
| APO | Apollo Global Management, Inc. | −32,075 | 191,268 | $22,628,917 | |
| LITE | Lumentum Holdings Inc. | −27,037 | 185,019 | $158,757,403 | |
| SNDK | Sandisk Corp | −16,952 | 97,653 | $222,036,555 | |
| FICO | Fair Isaac Corp | −63 | 31,645 | $37,808,813 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
Reduced | 1,017,021 | $440,705,709 | 13.98% | |
| AMAT |
Applied Materials Inc /De
Technology
|
NEW | 599,538 | $433,465,974 | 13.75% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 1,624,430 | $325,032,198 | 10.31% | |
| SNDK |
Sandisk Corp
Technology
|
Reduced | 97,653 | $222,036,555 | 7.05% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 530,478 | $200,388,064 | 6.36% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
Reduced | 185,019 | $158,757,403 | 5.04% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Reduced | 420,515 | $140,796,832 | 4.47% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 382,963 | $136,859,487 | 4.34% | |
| MOD |
Modine Manufacturing Co
Consumer Cyclical
|
NEW | 463,437 | $123,746,947 | 3.93% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 89,985 | $107,930,717 | 3.42% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 109,222 | $105,399,230 | 3.34% | |
| APP |
AppLovin Corp
Communication Services
|
Added | 163,694 | $84,340,059 | 2.68% | |
| QXO |
QXO, Inc.
Industrials
|
Added | 4,814,003 | $83,185,971 | 2.64% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 329,840 | $73,851,176 | 2.34% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Added | 788,273 | $73,624,698 | 2.34% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 332,058 | $73,411,382 | 2.33% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
Reduced | 143,194 | $59,467,036 | 1.89% | |
| IBKR |
Interactive Brokers Group, Inc.
Financial Services
|
Reduced | 669,562 | $58,278,676 | 1.85% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 594,111 | $42,871,049 | 1.36% | |
| FICO |
Fair Isaac Corp
Technology
|
Reduced | 31,645 | $37,808,813 | 1.20% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 157,721 | $35,152,856 | 1.12% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Added | 342,398 | $31,593,063 | 1.00% | |
| RGEN |
Repligen Corp
Healthcare
|
Reduced | 178,377 | $24,337,757 | 0.77% | |
| APO |
Apollo Global Management, Inc.
Financial Services
|
Reduced | 191,268 | $22,628,917 | 0.72% | |
| ARES |
Ares Management Corp
Financial Services
|
Added | 194,657 | $21,667,270 | 0.69% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 91,913 | $17,507,588 | 0.56% | |
| ALB |
Albemarle Corp
Basic Materials
|
NEW | 122,267 | $16,509,713 | 0.52% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.