13F-HR filed by Blue Whale Capital LLP
Blue Whale Capital LLP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 27 holding rows worth $3,151,355,143.
- Accession
- 0001801547-26-000005
- Filer
- CIK 1801547
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 27 entries on the cover page, a total value of $3,151,355,143 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,151,355,143 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 |
|---|---|---|---|---|---|---|
| Lam Research Corporation | 512807306 | COM | 1,017,021 | $440,705,710 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 599,538 | $433,465,974 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,624,430 | $325,032,199 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 97,653 | $222,036,556 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 530,478 | $200,388,065 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 185,019 | $158,757,403 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 420,515 | $140,796,832 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 382,963 | $136,859,487 | dollars as filed | |
| MODINE MFG CO COM | 607828100 | Stock | 463,437 | $123,746,948 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 89,985 | $107,930,709 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 109,222 | $105,399,230 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 163,694 | $84,340,060 | dollars as filed | |
| QXO INC COM NEW | 82846H405 | Stock | 4,814,003 | $83,185,972 | dollars as filed | |
| HONEYWELL INTL INC COM | 438516205 | Stock | 329,840 | $73,851,176 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 788,273 | $73,624,698 | dollars as filed | |
| HONEYWELL AEROSPACE INC COM | 43849R105 | Stock | 332,058 | $73,411,383 | dollars as filed | |
| MOTOROLA SOLUTIONS INC COM NEW | 620076307 | Stock | 143,194 | $59,467,036 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 669,562 | $58,278,676 | dollars as filed | |
| Uber Technologies | 90353T100 | COM | 594,111 | $42,871,050 | dollars as filed | |
| FAIR ISAAC CORP COM | 303250104 | Stock | 31,645 | $37,808,813 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 157,721 | $35,152,856 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 342,398 | $31,593,063 | dollars as filed | |
| REPLIGEN CORP COM | 759916109 | Stock | 178,377 | $24,337,758 | dollars as filed | |
| APOLLO GLOBAL MGMT INC COM | 03769M106 | Stock | 191,268 | $22,628,917 | dollars as filed | |
| ARES MANAGEMENT CORPORATION CL A COM STK | 03990B101 | Stock | 194,657 | $21,667,271 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 91,913 | $17,507,588 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 122,267 | $16,509,713 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001801547-26-000005 | this filing | 2026-08-13 | acceptance time not in the bulk data set |