Blue Whale Capital LLP
CIK:0001801547
Investment Adviser
$2B AUM
20 holdings
London, United Kingdom
Blue Whale Capital LLP manages the WS Blue Whale Growth Fund, a concentrated, long-only global equity fund targeting 25-35 large-cap companies in developed markets. The fund is authorized as a UK UCITS by the FCA, uses a high-conviction investment approach, and focuses on buying high-quality businesses at attractive valuations.
Investment Strategy
Concentrated, high-conviction, long-only global equity strategy with a focus on large-cap companies in developed markets, aiming to invest in high-quality businesses at attractive valuations.
Top Buys
U
UBERUber Technologies Inc+$79.1M
A
AVGOBroadcom Inc+$60.6M
L
LRCXLam Research Corp+$48.9M
N
NVDANVIDIA Corp+$43.6M
T
TSMTaiwan Semiconductor Manufactu+$40.9M
Top Sells
M
METAMeta Platforms Inc-$52.1M
L
LENLennar Corp-$39.3M
H
HRBH&R Block Inc-$26.0M
V
VVisa Inc-$9.9M
M
MSFTMicrosoft Corp-$8.1M
Top Holdings
N
NVDANVIDIA Corp+13.1%$199.8M
L
LRCXLam Research Corp+12.0%$183.0M
A
AVGOBroadcom Inc+10.8%$164.3M
T
TSMTaiwan Semiconductor Manufactu+7.8%$118.7M
A
APOApollo Global Management Inc+6.3%$96.7M
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA Corp | 13.08% | $199.8M | 1,264,528 | $42.93 | $157.99 | +$43.6M |
L LRCX | Lam Research Corp | 11.98% | $183.0M | 1,879,528 | $107.60 | $97.34 | +$48.9M |
A AVGO | Broadcom Inc | 10.75% | $164.3M | 596,017 | $156.49 | $275.65 | +$60.6M |
T TSM | Taiwan Semiconductor Manufactu | 7.77% | $118.7M | 524,270 | $186.33 | $226.49 | +$40.9M |
A APO | Apollo Global Management Inc | 6.33% | $96.7M | 681,533 | $149.24 | $141.87 | +$11.3M |
Industry Allocation
SEMICONDUCTORS & RELATED DEVICES
+31.6%
SPECIAL INDUSTRY MACHINERY, NEC
+12.0%
INVESTMENT ADVICE
+11.0%
SERVICES-BUSINESS SERVICES, NEC
+9.9%
CIGARETTES
+6.3%