BLUE WHALE CAPITAL LLP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | QXO | 1.84M | $35.81M |
 | NVDA | 1.58M | $275.00M |
 | LRCX | 1.29M | $275.75M |
 | UBER | 783K | $56.29M |
 | NEM | 766K | $82.97M |
 | IBKR | 714K | $47.90M |
 | VRT | 456K | $114.34M |
 | AVGO | 439K | $136.03M |
 | HON | 430K | $97.09M |
 | TSM | 409K | $138.11M |
 | RGEN | 404K | $47.62M |
 | MSI | 381K | $165.25M |
 | SCHW | 333K | $31.31M |
 | APO | 223K | $24.88M |
 | LITE | 212K | $149.02M |
 | WM | 204K | $46.79M |
 | ARES | 186K | $20.32M |
 | DHR | 154K | $29.17M |
 | FLUT | 152K | $15.52M |
 | APP | 149K | $59.34M |
QXO, Inc.
QXO
Shares Held
1.84M
Value
$35.81M
NVIDIA Corporation
NVDA
Shares Held
1.58M
Value
$275.00M
Lam Research Corporation
LRCX
Shares Held
1.29M
Value
$275.75M
Uber Technologies, Inc.
UBER
Shares Held
783K
Value
$56.29M
Newmont Corporation
NEM
Shares Held
766K
Value
$82.97M
Interactive Brokers Group, Inc.
IBKR
Shares Held
714K
Value
$47.90M
Vertiv Holdings Co
VRT
Shares Held
456K
Value
$114.34M
Broadcom Inc.
AVGO
Shares Held
439K
Value
$136.03M
Honeywell International Inc.
HON
Shares Held
430K
Value
$97.09M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
409K
Value
$138.11M
Repligen Corporation
RGEN
Shares Held
404K
Value
$47.62M
Motorola Solutions, Inc.
MSI
Shares Held
381K
Value
$165.25M
The Charles Schwab Corporation
SCHW
Shares Held
333K
Value
$31.31M
Apollo Global Management, Inc.
APO
Shares Held
223K
Value
$24.88M
Lumentum Holdings Inc.
LITE
Shares Held
212K
Value
$149.02M
Waste Management, Inc.
WM
Shares Held
204K
Value
$46.79M
Ares Management Corporation
ARES
Shares Held
186K
Value
$20.32M
Danaher Corporation
DHR
Shares Held
154K
Value
$29.17M
Flutter Entertainment plc
FLUT
Shares Held
152K
Value
$15.52M
AppLovin Corporation
APP
Shares Held
149K
Value
$59.34M