Stock Taper 
BLUE WHALE CAPITAL LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 QXO, Inc. | QXO | 4.81M | $83.19M |
 NVIDIA Corporation | NVDA | 1.62M | $325.03M |
 Lam Research Corporation | LRCX | 1.02M | $440.71M |
 Newmont Corporation | NEM | 788.27K | $73.62M |
 Interactive Brokers Group, Inc. | IBKR | 669.56K | $58.28M |
 Applied Materials, Inc. | AMAT | 599.54K | $433.47M |
 Uber Technologies, Inc. | UBER | 594.11K | $42.87M |
 Broadcom Inc. | AVGO | 530.48K | $200.39M |
 Modine Manufacturing Company | MOD | 463.44K | $123.75M |
 Vertiv Holdings Co | VRT | 420.51K | $140.8M |
 Alphabet Inc. | GOOGL | 382.96K | $136.86M |
 The Charles Schwab Corporation | SCHW | 342.4K | $31.59M |
 Honeywell International Inc. | HON | 329.84K | $73.85M |
 Ares Management Corporation | ARES | 194.66K | $21.67M |
 Apollo Global Management, Inc. | APO | 191.27K | $22.63M |
 Lumentum Holdings Inc. | LITE | 185.02K | $158.76M |
 Repligen Corporation | RGEN | 178.38K | $24.34M |
 AppLovin Corporation | APP | 163.69K | $84.34M |
 Waste Management, Inc. | WM | 157.72K | $35.15M |
 Motorola Solutions, Inc. | MSI | 143.19K | $59.47M |