BLUE WHALE CAPITAL LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LRCX | 1.42M | $243.70M |
 | NVDA | 1.32M | $247.09M |
 | UBER | 1.07M | $87.66M |
 | NEM | 1.04M | $103.85M |
 | VRT | 899K | $145.62M |
 | MRP | 834K | $24.92M |
 | FLUT | 790K | $169.87M |
 | IBKR | 574K | $36.92M |
 | APO | 472K | $68.31M |
 | ARES | 425K | $68.63M |
 | TSM | 411K | $124.82M |
 | AVGO | 356K | $123.14M |
 | RGEN | 308K | $50.55M |
 | PM | 303K | $48.66M |
 | SCHW | 248K | $24.80M |
 | DHR | 227K | $51.89M |
 | RBLX | 213K | $17.30M |
 | HON | 170K | $33.21M |
 | STX | 148K | $40.83M |
 | LITE | 139K | $51.33M |
Lam Research Corporation
LRCX
Shares Held
1.42M
Value
$243.70M
NVIDIA Corporation
NVDA
Shares Held
1.32M
Value
$247.09M
Uber Technologies, Inc.
UBER
Shares Held
1.07M
Value
$87.66M
Newmont Corporation
NEM
Shares Held
1.04M
Value
$103.85M
Vertiv Holdings Co
VRT
Shares Held
899K
Value
$145.62M
Millrose Properties, Inc.
MRP
Shares Held
834K
Value
$24.92M
Flutter Entertainment plc
FLUT
Shares Held
790K
Value
$169.87M
Interactive Brokers Group, Inc.
IBKR
Shares Held
574K
Value
$36.92M
Apollo Global Management, Inc.
APO
Shares Held
472K
Value
$68.31M
Ares Management Corporation
ARES
Shares Held
425K
Value
$68.63M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
411K
Value
$124.82M
Broadcom Inc.
AVGO
Shares Held
356K
Value
$123.14M
Repligen Corporation
RGEN
Shares Held
308K
Value
$50.55M
Philip Morris International Inc.
PM
Shares Held
303K
Value
$48.66M
The Charles Schwab Corporation
SCHW
Shares Held
248K
Value
$24.80M
Danaher Corporation
DHR
Shares Held
227K
Value
$51.89M
Roblox Corporation
RBLX
Shares Held
213K
Value
$17.30M
Honeywell International Inc.
HON
Shares Held
170K
Value
$33.21M
Seagate Technology Holdings plc
STX
Shares Held
148K
Value
$40.83M
Lumentum Holdings Inc.
LITE
Shares Held
139K
Value
$51.33M