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Blue Whale Capital LLP

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13F filer, CIK 1801547, LONDON, United Kingdom

Blue Whale Capital LLP reported $1,235,176,748 across 21 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-14. Its ten largest share positions make up 71.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001801547-25-000002

Period
2025-03-31
Reported value
$1.24B
Holdings
21
Top 10 weight
71.11%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
APOadded+336,498$46.1M
LENnew+342,711$39.3M
NVDAadded+347,413$37.7M
MAnew+52,364$28.7M
MRPnew+589,986$15.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AMATexited-482,211-$78.4M
Vreduced-85,011-$29.8M
TSMreduced-171,928-$28.5M
MSFTreduced-45,850-$17.2M
LRCXreduced-216,910-$15.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001801547-25-000002, largest first. % of portfolio is the value over $1,235,176,748, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182,395 shares; 2024Q4: 1,093,619 shares; 2025Q1: 1,441,032 shares 1,441,032$156M12.64%+347,413Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,559 shares; 2024Q4: 2,060,945 shares; 2025Q1: 1,844,035 shares 1,844,035$134M10.85%-216,910Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,245 shares; 2024Q4: 684,580 shares; 2025Q1: 619,209 shares 619,209$104M8.39%-65,371Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 286,997 shares; 2025Q1: 623,495 shares 623,495$85.4M6.91%+336,498Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,483 shares; 2024Q4: 640,961 shares; 2025Q1: 469,033 shares 469,033$77.9M6.3%-171,928Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,551 shares; 2024Q4: 454,155 shares; 2025Q1: 479,695 shares 479,695$76.1M6.16%+25,540Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,466 shares; 2024Q4: 329,746 shares; 2025Q1: 346,246 shares 346,246$71M5.75%+16,500Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,743 shares; 2024Q4: 306,161 shares; 2025Q1: 295,450 shares 295,450$65.5M5.3%-10,711Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,842 shares; 2024Q4: 338,799 shares; 2025Q1: 398,728 shares 398,728$55.7M4.51%+59,929Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,601 shares; 2024Q4: 566,946 shares; 2025Q1: 732,118 shares 732,118$52.9M4.28%+165,172Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,129 shares; 2024Q4: 75,677 shares; 2025Q1: 90,334 shares 90,334$52.1M4.22%+14,657Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,746 shares; 2024Q4: 223,108 shares; 2025Q1: 138,097 shares 138,097$48.4M3.92%-85,011Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,152 shares; 2025Q1: 77,152 shares 77,152$40.4M3.27%+1,000Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342,711 shares 342,711$39.3M3.18%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,280 shares; 2024Q4: 768,814 shares; 2025Q1: 583,233 shares 583,233$34M2.75%-185,581Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,563 shares; 2024Q4: 228,651 shares; 2025Q1: 227,151 shares 227,151$33.3M2.7%-1,500Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,482 shares; 2024Q4: 489,690 shares; 2025Q1: 560,907 shares 560,907$30.8M2.49%+71,217Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,364 shares 52,364$28.7M2.32%newTimeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,986 shares; 2024Q4: 223,724 shares; 2025Q1: 333,681 shares 333,681$26.1M2.11%+109,957Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 589,986 shares 589,986$15.6M1.27%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,607 shares; 2024Q4: 67,343 shares; 2025Q1: 21,493 shares 21,493$8.07M0.65%-45,850Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
AMATAPPLIED MATLS INC482,211$78.4Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001801547-25-000002 base2025-05-14acceptance time not in the bulk data set