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Blue Whale Capital LLP

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13F filer, CIK 1801547, LONDON, United Kingdom

Blue Whale Capital LLP reported $1,527,724,740 across 20 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13. Its ten largest share positions make up 75.41% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001801547-25-000005

Period
2025-06-30
Reported value
$1.53B
Holdings
20
Top 10 weight
75.41%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
UBERnew+848,119$79.1M
RGENnew+287,686$35.8M
ARESadded+183,329$31.8M
MRPadded+609,083$17.4M
TSMadded+55,237$12.5M

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
METAexited-90,334-$52.1M
LENexited-342,711-$39.3M
ORCLreduced-134,862-$29.5M
VRTreduced-223,177-$28.7M
NVDAreduced-176,504-$27.9M

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, Q2 2025

Share positions as resolved from 13F-HR 0001801547-25-000005, largest first. % of portfolio is the value over $1,527,724,740, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,182,395 shares; 2024Q4: 1,093,619 shares; 2025Q1: 1,441,032 shares; 2025Q2: 1,264,528 shares 1,264,528$200M13.08%-176,504Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,559 shares; 2024Q4: 2,060,945 shares; 2025Q1: 1,844,035 shares; 2025Q2: 1,879,528 shares 1,879,528$183M11.98%+35,493Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,245 shares; 2024Q4: 684,580 shares; 2025Q1: 619,209 shares; 2025Q2: 596,017 shares 596,017$164M10.75%-23,192Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,483 shares; 2024Q4: 640,961 shares; 2025Q1: 469,033 shares; 2025Q2: 524,270 shares 524,270$119M7.77%+55,237Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 286,997 shares; 2025Q1: 623,495 shares; 2025Q2: 681,533 shares 681,533$96.7M6.33%+58,038Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,551 shares; 2024Q4: 454,155 shares; 2025Q1: 479,695 shares; 2025Q2: 524,859 shares 524,859$95.6M6.26%+45,164Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 848,119 shares 848,119$79.1M5.18%newTimeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,466 shares; 2024Q4: 329,746 shares; 2025Q1: 346,246 shares; 2025Q2: 397,394 shares 397,394$78.5M5.14%+51,148Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,563 shares; 2024Q4: 228,651 shares; 2025Q1: 227,151 shares; 2025Q2: 410,480 shares 410,480$71.1M4.65%+183,329Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,601 shares; 2024Q4: 566,946 shares; 2025Q1: 732,118 shares; 2025Q2: 508,941 shares 508,941$65.4M4.28%-223,177Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,743 shares; 2024Q4: 306,161 shares; 2025Q1: 295,450 shares; 2025Q2: 211,626 shares 211,626$60.5M3.96%-83,824Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,842 shares; 2024Q4: 338,799 shares; 2025Q1: 398,728 shares; 2025Q2: 263,866 shares 263,866$57.7M3.78%-134,862Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,986 shares; 2024Q4: 223,724 shares; 2025Q1: 333,681 shares; 2025Q2: 445,122 shares 445,122$40.6M2.66%+111,441Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,746 shares; 2024Q4: 223,108 shares; 2025Q1: 138,097 shares; 2025Q2: 108,534 shares 108,534$38.5M2.52%-29,563Timeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,280 shares; 2024Q4: 768,814 shares; 2025Q1: 583,233 shares; 2025Q2: 356,974 shares 356,974$37.6M2.46%-226,259Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 287,686 shares 287,686$35.8M2.34%newTimeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 589,986 shares; 2025Q2: 1,199,069 shares 1,199,069$34.2M2.24%+609,083Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,364 shares; 2025Q2: 59,488 shares 59,488$33.4M2.19%+7,124Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,152 shares; 2025Q1: 77,152 shares; 2025Q2: 104,362 shares 104,362$32.6M2.13%+27,210Timeline
HRBBLOCK H & R INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,482 shares; 2024Q4: 489,690 shares; 2025Q1: 560,907 shares; 2025Q2: 86,990 shares 86,990$4.77M0.31%-473,917Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
METAMETA PLATFORMS INC90,334$52.1Mshares
LENLENNAR CORP342,711$39.3Mshares
MSFTMICROSOFT CORP21,493$8.07Mshares

How Q2 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 0001801547-25-000005 base2025-08-13acceptance time not in the bulk data set