Stock Taper 
BLUE WHALE CAPITAL LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Fair Isaac Corporation | FICO | 31.64K | $37.81M |
 Eli Lilly and Company | LLY | 89.98K | $107.93M |
 Danaher Corporation | DHR | 91.91K | $17.51M |
 Sandisk Corporation | SNDK | 97.65K | $222.04M |
 Seagate Technology Holdings plc | STX | 109.22K | $105.4M |
 Albemarle Corporation | ALB | 122.27K | $16.51M |
 Motorola Solutions, Inc. | MSI | 143.19K | $59.47M |
 Waste Management, Inc. | WM | 157.72K | $35.15M |
 AppLovin Corporation | APP | 163.69K | $84.34M |
 Repligen Corporation | RGEN | 178.38K | $24.34M |
 Lumentum Holdings Inc. | LITE | 185.02K | $158.76M |
 Apollo Global Management, Inc. | APO | 191.27K | $22.63M |
 Ares Management Corporation | ARES | 194.66K | $21.67M |
 Honeywell International Inc. | HON | 329.84K | $73.85M |
 The Charles Schwab Corporation | SCHW | 342.4K | $31.59M |
 Alphabet Inc. | GOOGL | 382.96K | $136.86M |
 Vertiv Holdings Co | VRT | 420.51K | $140.8M |
 Modine Manufacturing Company | MOD | 463.44K | $123.75M |
 Broadcom Inc. | AVGO | 530.48K | $200.39M |
 Uber Technologies, Inc. | UBER | 594.11K | $42.87M |