BLUE WHALE CAPITAL LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRP | 2.27M | $76.20M |
 | LRCX | 1.70M | $227.83M |
 | NVDA | 1.23M | $228.76M |
 | UBER | 994K | $97.36M |
 | TSM | 718K | $200.45M |
 | VRT | 692K | $104.40M |
 | APO | 689K | $91.88M |
 | PM | 498K | $80.83M |
 | NEM | 415K | $34.96M |
 | ARES | 400K | $63.96M |
 | FLUT | 367K | $93.10M |
 | AVGO | 364K | $120.15M |
 | DHR | 338K | $66.98M |
 | IBKR | 316K | $21.72M |
 | RBLX | 244K | $33.73M |
 | RGEN | 243K | $32.50M |
 | STX | 222K | $52.34M |
 | SCHW | 170K | $16.21M |
 | ORCL | 168K | $47.22M |
 | COF | 140K | $29.75M |
Millrose Properties, Inc.
MRP
Shares Held
2.27M
Value
$76.20M
Lam Research Corporation
LRCX
Shares Held
1.70M
Value
$227.83M
NVIDIA Corporation
NVDA
Shares Held
1.23M
Value
$228.76M
Uber Technologies, Inc.
UBER
Shares Held
994K
Value
$97.36M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
718K
Value
$200.45M
Vertiv Holdings Co
VRT
Shares Held
692K
Value
$104.40M
Apollo Global Management, Inc.
APO
Shares Held
689K
Value
$91.88M
Philip Morris International Inc.
PM
Shares Held
498K
Value
$80.83M
Newmont Corporation
NEM
Shares Held
415K
Value
$34.96M
Ares Management Corporation
ARES
Shares Held
400K
Value
$63.96M
Flutter Entertainment plc
FLUT
Shares Held
367K
Value
$93.10M
Broadcom Inc.
AVGO
Shares Held
364K
Value
$120.15M
Danaher Corporation
DHR
Shares Held
338K
Value
$66.98M
Interactive Brokers Group, Inc.
IBKR
Shares Held
316K
Value
$21.72M
Roblox Corporation
RBLX
Shares Held
244K
Value
$33.73M
Repligen Corporation
RGEN
Shares Held
243K
Value
$32.50M
Seagate Technology Holdings plc
STX
Shares Held
222K
Value
$52.34M
The Charles Schwab Corporation
SCHW
Shares Held
170K
Value
$16.21M
Oracle Corporation
ORCL
Shares Held
168K
Value
$47.22M
Capital One Financial Corporation
COF
Shares Held
140K
Value
$29.75M