Holdings
Blue Whale Capital LLP
As of Jun 30, 2026, Blue Whale Capital LLP reported 24 positions worth US$2.9B. Largest: Lam Research Corporation, Applied Materials, Inc. and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lam Research Corporation | 1.02M | US$441M | −274K | Jun 30, 2026 |
| Applied Materials, Inc. | 600K | US$433M | new | Jun 30, 2026 |
| Nvidia Corporation | 1.62M | US$325M | +47,606 | Jun 30, 2026 |
| Sandisk Corporation | 97,653 | US$222M | −16,952 | Jun 30, 2026 |
| Broadcom Inc. | 530K | US$200M | +90,992 | Jun 30, 2026 |
| Lumentum Holdings Inc. | 185K | US$159M | −27,037 | Jun 30, 2026 |
| Vertiv Holdings, Llc | 421K | US$141M | −35,793 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 383K | US$137M | +267K | Jun 30, 2026 |
| Modine Manufacturing Company | 463K | US$124M | new | Jun 30, 2026 |
| Eli Lilly And Company | 89,985 | US$108M | +1,807 | Jun 30, 2026 |