Blue Whale Capital LLP
Top Portfolio Positions
23 positions ·
$1,921,631,562 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,324,861 | $247,086,576 | 12.86% |
| LRCX |
Lam Research Corp
|
1,423,630 | $243,696,983 | 12.68% |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
789,925 | $169,865,472 | 8.84% |
| VRT |
Vertiv Holdings Co
Industrials
|
898,851 | $145,622,850 | 7.58% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
410,748 | $124,822,209 | 6.50% |
| AVGO |
Broadcom Inc.
Technology
|
355,798 | $123,141,687 | 6.41% |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
1,040,095 | $103,853,485 | 5.40% |
| UBER |
Uber Technologies, Inc
Technology
|
1,072,788 | $87,657,507 | 4.56% |
| APP |
AppLovin Corp
Communication Services
|
103,917 | $70,021,352 | 3.64% |
| ARES |
Ares Management Corp
|
424,634 | $68,633,593 | 3.57% |
Portfolio Trend
Holdings in ARES
Export CSVShares Held
Position Value (USD)
6 of 6 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $68,633,593 | 424,634 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,957,918 | 400,012 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $71,095,136 | 410,480 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $33,302,608 | 227,151 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $40,478,086 | 228,651 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $22,372,857 | 143,563 | Shares | Sole | 2024-11-13 | |
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