Blue Whale Capital LLP
Top Portfolio Positions
26 positions ·
$2,102,864,625 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LRCX |
Lam Research Corp
Technology
|
1,290,589 | $275,747,245 | 13.11% | |
| NVDA |
Nvidia Corp
Technology
|
1,576,824 | $274,998,105 | 13.08% | |
| MSI |
Motorola Solutions, Inc.
Technology
|
380,790 | $165,251,436 | 7.86% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
212,056 | $149,024,474 | 7.09% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
408,679 | $138,113,068 | 6.57% | |
| AVGO |
Broadcom Inc.
Technology
|
439,486 | $136,025,311 | 6.47% | |
| VRT |
Vertiv Holdings Co
Industrials
|
456,308 | $114,341,658 | 5.44% | |
| HON |
Honeywell International Inc
Industrials
|
429,551 | $97,091,412 | 4.62% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
766,471 | $82,970,485 | 3.95% | |
| LLY |
ELI LILLY & Co
Healthcare
|
88,178 | $81,103,479 | 3.86% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MSI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $165,251,436 | 380,790 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $27,083,091 | 70,654 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||