13F-HR filed by Blue Whale Capital LLP
Blue Whale Capital LLP filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-13, with 20 holding rows worth $1,527,724,740.
- Accession
- 0001801547-25-000005
- Filer
- CIK 1801547
- Filed
- 2025-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 20 entries on the cover page, a total value of $1,527,724,740 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,527,724,740 with VALUE read as dollars as filed, 13F file number 028-19937. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NVIDIA Corp | 67066G104 | COM | 1,264,528 | $199,782,779 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,879,528 | $182,953,256 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 596,017 | $164,292,086 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 524,270 | $118,741,912 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 681,533 | $96,689,087 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 524,859 | $95,592,570 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 848,119 | $79,129,503 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 397,394 | $78,501,211 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 410,480 | $71,095,136 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 508,941 | $65,353,114 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 211,626 | $60,474,246 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 263,866 | $57,689,024 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 445,122 | $40,612,931 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 108,534 | $38,534,997 | dollars as filed | |
| ROBLOX CORP CL A | 771049103 | Stock | 356,974 | $37,553,665 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 287,686 | $35,782,385 | dollars as filed | |
| MILLROSE PPTYS INC COM CL A | 601137102 | REIT | 1,199,069 | $34,185,457 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 59,488 | $33,428,687 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 104,362 | $32,557,813 | dollars as filed | |
| BLOCK H & R INC COM | 093671105 | Stock | 86,990 | $4,774,881 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001801547-25-000005 | this filing | 2025-08-13 | acceptance time not in the bulk data set |