Blue Whale Capital LLP

CIK

1801547

Location

LONDON, X0

Portfolio Value

Small $157,899,316

Diversification

Diversified

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 SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+141.1%

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, 2025

Top 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	Positions
Technology	63.4%	$1,332,303,007	10
Industrials	14.0%	$294,028,913	4
Healthcare	7.5%	$157,899,316	3
Financial Services	5.9%	$124,417,703	4
Communication Services	4.4%	$92,711,412	2
Basic Materials	3.9%	$82,970,485	1
Consumer Cyclical	0.7%	$15,524,436	1
Consumer Defensive	0.1%	$3,009,353	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
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
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

Ticker	Company	Shares	Value
SNDK	Sandisk Corp	114,605	$72,813,140
WM	Waste Management Inc	203,623	$46,790,529
QXO	QXO, Inc.	1,843,734	$35,805,314
FICO	Fair Isaac Corp	31,708	$33,849,558
GOOGL	Alphabet Inc.	116,044	$33,369,612
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
COF	Capital One Financial Corp	108,568	$26,312,540
MRP	Millrose Properties, Inc.	834,287	$24,920,152
RBLX	Roblox Corp	213,462	$17,296,825
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LLY	ELI LILLY & Co Healthcare	Added	88,178	+30,300	$81,103,479	+30.4%	51.36%
RGEN	Repligen Corp Healthcare	Added	404,200	+95,733	$47,622,844	−5.8%	30.16%
DHR	Danaher Corp /De/ Healthcare	Reduced	153,866	-72,813	$29,172,993	−43.8%	18.48%