Blue Whale Capital LLP
CIK 1801547
13F filing for Q2 2026・No. 1,246
- Holdings
- US$3.15B
- Quarter change
- +US$1.05B
- Entries
- 27
- Net bought (estimate)
- +US$360.5M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 4
- Cut 12
- Added 10
- Corporate actions 2
- Unchanged 0
Largest holdings
27 stocks worth US$3.15B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| LRCXLam Research CorpCOM NEW | Cut | 1,017,021 | US$440.71M | 13.98% |
| AMATApplied Materials IncCOM | New | 599,538 | US$433.47M | 13.75% |
| NVDANvidiaCOM | Added | 1,624,430 | US$325.03M | 10.31% |
| SNDKSandisk Corp/DECOM | Cut | 97,653 | US$222.04M | 7.05% |
| AVGOBroadcomCOM | Added | 530,478 | US$200.39M | 6.36% |
| LITELumentum Holdings IncCOM | Cut | 185,019 | US$158.76M | 5.04% |
| VRTVertiv Holdings CoCOM CL A | Cut | 420,515 | US$140.8M | 4.47% |
| GOOGLAlphabetCAP STK CL A | Added | 382,963 | US$136.86M | 4.34% |
| MODModine Manufacturing CoCOM | New | 463,437 | US$123.75M | 3.93% |
| LLYEli Lilly & CoCOM | Added | 89,985 | US$107.93M | 3.42% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.