Blue Whale Capital LLP
Filing Date
Global Rank
#962
/ 8,232
▲ 131
Top Industry
Semiconductors
26.1%
3Y Alpha vs SPY
+13.2%
Period ended 2 months ago
Filed May 14, 2026 · 30d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+141.0%
SPY
+76.5%
Annualised alpha
+13.2%
Max drawdown
−28.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
26 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
13.1%
+0.4 pts
Top 5
47.7%
−0.1 pts
Top 10
72.0%
+1.0 pts
HHI
681
Diversified+9
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 63.4% | $1,332,303,007 |
| Industrials | 14.0% | $294,028,913 |
| Healthcare | 7.5% | $157,899,316 |
| Financial Services | 5.9% | $124,417,703 |
| Communication Services | 4.4% | $92,711,412 |
| Basic Materials | 3.9% | $82,970,485 |
| Consumer Cyclical | 0.7% | $15,524,436 |
| Consumer Defensive | 0.1% | $3,009,353 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
10 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSI | Motorola Solutions, Inc. | +310,136 | 380,790 | $165,251,436 | |
| HON | Honeywell International Inc | +259,330 | 429,551 | $97,091,412 | |
| NVDA | Nvidia Corp | +251,963 | 1,576,824 | $274,998,105 | |
| IBKR | Interactive Brokers Group, Inc. | +140,120 | 714,184 | $47,900,320 | |
| RGEN | Repligen Corp | +95,733 | 404,200 | $47,622,844 | |
| SCHW | Schwab Charles Corp | +84,942 | 333,148 | $31,309,249 | |
| AVGO | Broadcom Inc. | +83,688 | 439,486 | $136,025,311 | |
| LITE | Lumentum Holdings Inc. | +72,791 | 212,056 | $149,024,474 | |
| APP | AppLovin Corp | +45,183 | 149,100 | $59,341,800 | |
| LLY | ELI LILLY & Co | +30,300 | 88,178 | $81,103,479 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FLUT | Flutter Entertainment plc | −637,650 | 152,275 | $15,524,436 | |
| VRT | Vertiv Holdings Co | −442,543 | 456,308 | $114,341,658 | |
| UBER | Uber Technologies, Inc | −290,275 | 782,513 | $56,286,160 | |
| PM | Philip Morris International Inc. | −285,196 | 18,201 | $3,009,353 | |
| NEM | NEWMONT Corp /DE/ | −273,624 | 766,471 | $82,970,485 | |
| APO | Apollo Global Management, Inc. | −248,533 | 223,343 | $24,884,877 | |
| ARES | Ares Management Corp | −238,353 | 186,281 | $20,323,257 | |
| LRCX | Lam Research Corp | −133,041 | 1,290,589 | $275,747,245 | |
| DHR | Danaher Corp /De/ | −72,813 | 153,866 | $29,172,993 | |
| STX | Seagate Technology Holdings plc | −71,200 | 77,074 | $30,194,510 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | −2,069 | 408,679 | $138,113,068 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
3 positions ·
$157,899,316 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DHR |
Danaher Corp /De/
Healthcare
|
Reduced | 153,866 | $29,172,993 | 18.48% | |
| RGEN |
Repligen Corp
Healthcare
|
Added | 404,200 | $47,622,844 | 30.16% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 88,178 | $81,103,479 | 51.36% |