Blue Whale Capital LLP: 13F holdings
CIK 18015472026Q2
| Positions | 27 |
|---|
| Reported value | $3.2bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 27 (+1 vs prior quarter) |
|---|
| Reported value | $3.2bn (+49.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| LRCX Lam Research Corp | 1,017,021 | $440.7m | 14.0% |
| AMAT Applied Materials Inc | 599,538 | $433.5m | 13.8% |
| NVDA NVIDIA Corp | 1,624,430 | $325.0m | 10.3% |
| SNDK Sandisk Corp/DE | 97,653 | $222.0m | 7.0% |
| AVGO Broadcom Inc | 530,478 | $200.4m | 6.4% |
| LITE Lumentum Holdings Inc | 185,019 | $158.8m | 5.0% |
| VRT Vertiv Holdings Co | 420,515 | $140.8m | 4.5% |
| GOOGL Alphabet Inc | 382,963 | $136.9m | 4.3% |
| MOD Modine Manufacturing Co | 463,437 | $123.7m | 3.9% |
| LLY Eli Lilly & Co | 89,985 | $107.9m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1801547")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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