Blue Whale Capital Llp

Investment Portfolio & 13F Holdings Analysis

About

Blue Whale Capital LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 21 holdings worth $1.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ARES",
  null,
  "AVGO",
  "HRB",
  "LEN",
  "META",
  "LRCX",
  "MA",
  "MSFT",
  "ORCL",
  "UNH",
  "NVDA",
  "SCHW",
  null,
  "TSM",
  "VRT",
  "V",
  "RBLX",
  "DHR",
  "PM",
  "APO"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 21
Total Value: 1235176748
Accession Number: 0001801547-25-000002
Form Type: 13F-HR
CIK: blue-whale-capital-llp
Manager Name: Blue-Whale-Capital-Llp

Data Enrichment

90% identified

19 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

21 positions • $1,235,176.748K total value

21 positions

Manager:

SEC FilingSEC DataHachi Filing

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NVIDIA CORP

NVDA|67066G104

Shares:1.4M

Value:$156.2M

LAM RESEARCH CORP

LRCX|512807306

Shares:1.8M

Value:$134.1M

Broadcom Inc.

AVGO|11135F101

Shares:619.2K

Value:$103.7M

Apollo Global Management, Inc.

APO|03769M106

Shares:623.5K

Value:$85.4M

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:469.0K

Value:$77.9M

Philip Morris International Inc.

PM|718172109

Shares:479.7K

Value:$76.1M

DANAHER CORP /DE/

DHR|235851102

Shares:346.2K

Value:$71.0M

G3643J108

Shares:295.4K

Value:$65.5M

ORACLE CORP

ORCL|68389X105

Shares:398.7K

Value:$55.7M

Vertiv Holdings Co

VRT|92537N108

Shares:732.1K

Value:$52.9M

Meta Platforms, Inc.

META|30303M102

Shares:90.3K

Value:$52.1M

VISA INC.

V|92826C839

Shares:138.1K

Value:$48.4M

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:77.2K

Value:$40.4M

LENNAR CORP /NEW/

LEN|526057104

Shares:342.7K

Value:$39.3M

Roblox Corp

RBLX|771049103

Shares:583.2K

Value:$34.0M

Ares Management Corp

ARES|03990B101

Shares:227.2K

Value:$33.3M

H&R BLOCK INC

HRB|093671105

Shares:560.9K

Value:$30.8M

Mastercard Inc

MA|57636Q104

Shares:52.4K

Value:$28.7M

SCHWAB CHARLES CORP

SCHW|808513105

Shares:333.7K

Value:$26.1M

601137102

Shares:590.0K

Value:$15.6M

Instrument	Shares		Other Manager	Value
NVIDIA CORP(NVDAcusip67066G104)	1.4M	QoQ +31.76% (+347.4K) YoY +834.07% (+1.3M)	All Managers (Combined)	$156.2M	QoQ +6.34% (+$9.3M) YoY +12.04% (+$16.8M)
LAM RESEARCH CORP(LRCXcusip512807306)	1.8M	QoQ -10.52% (-216.9K) YoY NEW(+1.8M)	All Managers (Combined)	$134.1M	QoQ -9.94% (-$14.8M) YoY NEW(+$134.1M)
Broadcom Inc.(AVGOcusip11135F101)	619.2K	QoQ -9.54% (-65.4K) YoY +1977.88% (+589.4K)	All Managers (Combined)	$103.7M	QoQ -34.67% (-$55.0M) YoY +162.48% (+$64.2M)
Apollo Global Management, Inc.(APOcusip03769M106)	623.5K	QoQ +117.24% (+336.5K) YoY NEW(+623.5K)	All Managers (Combined)	$85.4M	QoQ +80.12% (+$38.0M) YoY NEW(+$85.4M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	469.0K	QoQ -26.82% (-171.9K) YoY NEW(+469.0K)	All Managers (Combined)	$77.9M	QoQ -38.49% (-$48.7M) YoY NEW(+$77.9M)
Philip Morris International Inc.(PMcusip718172109)	479.7K	QoQ +5.62% (+25.5K) YoY +12.86% (+54.7K)	All Managers (Combined)	$76.1M	QoQ +39.30% (+$21.5M) YoY +95.54% (+$37.2M)
DANAHER CORP /DE/(DHRcusip235851102)	346.2K	QoQ +5.00% (-16.5K) YoY +70.56% (+143.2K)	All Managers (Combined)	$71.0M	QoQ -6.22% (-$4.7M) YoY +40.01% (+$20.3M)
(cusipG3643J108)✕	295.4K	QoQ -3.49% (-10.7K) YoY NEW(+295.4K)	All Managers (Combined)	$65.5M	QoQ -17.27% (-$13.7M) YoY NEW(+$65.5M)
ORACLE CORP(ORCLcusip68389X105)	398.7K	QoQ +17.68% (-59.9K) YoY NEW(+398.7K)	All Managers (Combined)	$55.7M	QoQ -1.25% (-$711.3K) YoY NEW(+$55.7M)
Vertiv Holdings Co(VRTcusip92537N108)	732.1K	QoQ +29.13% (-165.2K) YoY NEW(+732.1K)	All Managers (Combined)	$52.9M	QoQ -17.93% (-$11.6M) YoY NEW(+$52.9M)
Meta Platforms, Inc.(METAcusip30303M102)	90.3K	QoQ +19.36% (+14.7K) YoY -33.45% (-45.4K)	All Managers (Combined)	$52.1M	QoQ +17.50% (+$7.8M) YoY -21.01% (-$13.9M)
VISA INC.(Vcusip92826C839)	138.1K	QoQ -38.10% (-85.0K) YoY -28.99% (-56.4K)	All Managers (Combined)	$48.4M	QoQ -31.36% (-$22.1M) YoY -10.83% (-$5.9M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	77.2K	QoQ +1.31% (+1.0K) YoY NEW(+77.2K)	All Managers (Combined)	$40.4M	QoQ +4.89% (+$1.9M) YoY NEW(+$40.4M)
LENNAR CORP /NEW/(LENcusip526057104)	342.7K	QoQ NEW(+342.7K) YoY NEW(+342.7K)	All Managers (Combined)	$39.3M	QoQ NEW(+$39.3M) YoY NEW(+$39.3M)
Roblox Corp(RBLXcusip771049103)	583.2K	QoQ -24.13% (-185.6K) YoY -23.95% (-183.8K)	All Managers (Combined)	$34.0M	QoQ -23.57% (-$10.5M) YoY +16.09% (-$4.7M)
Ares Management Corp(AREScusip03990B101)	227.2K	QoQ -0.65% (-1.5K) YoY NEW(+227.2K)	All Managers (Combined)	$33.3M	QoQ -17.72% (-$7.2M) YoY NEW(+$33.3M)
H&R BLOCK INC(HRBcusip093671105)	560.9K	QoQ +14.54% (+71.2K) YoY -13.70% (-89.1K)	All Managers (Combined)	$30.8M	QoQ +19.03% (+$4.9M) YoY -3.51% (-$1.1M)
Mastercard Inc(MAcusip57636Q104)	52.4K	QoQ NEW(+52.4K) YoY -57.25% (-70.1K)	All Managers (Combined)	$28.7M	QoQ NEW(+$28.7M) YoY -51.34% (-$30.3M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	333.7K	QoQ +49.14% (+110.0K) YoY -72.95% (-900.3K)	All Managers (Combined)	$26.1M	QoQ +57.75% (+$9.6M) YoY -70.73% (-$63.1M)
(cusip601137102)✕	590.0K	QoQ NEW(+590.0K) YoY NEW(+590.0K)	All Managers (Combined)	$15.6M	QoQ NEW(+$15.6M) YoY NEW(+$15.6M)