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Blue Whale Capital LLP

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13F filer, CIK 1801547, LONDON, United Kingdom

Blue Whale Capital LLP reported $1,808,036,544 across 23 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 73.06% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001801547-25-000010

Period
2025-09-30
Reported value
$1.81B
Holdings
23
Top 10 weight
73.06%
New
5
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMadded+193,430$54M
STXnew+221,705$52.3M
APPnew+61,490$44.2M
FLUTadded+154,905$39.3M
MRPadded+1,068,075$35.9M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AVGOreduced-231,837-$76.5M
MAexited-59,488-$33.4M
ORCLreduced-95,969-$27M
SCHWreduced-275,376-$26.3M
UNHreduced-73,251-$25.3M

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, Q3 2025

Share positions as resolved from 13F-HR 0001801547-25-000010, largest first. % of portfolio is the value over $1,808,036,544, 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; 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; 2025Q3: 1,226,083 shares 1,226,083$229M12.65%-38,445Timeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,701,496 shares 1,701,496$228M12.6%-178,032Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 427,483 shares; 2024Q4: 640,961 shares; 2025Q1: 469,033 shares; 2025Q2: 524,270 shares; 2025Q3: 717,700 shares 717,700$200M11.09%+193,430Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 869,245 shares; 2024Q4: 684,580 shares; 2025Q1: 619,209 shares; 2025Q2: 596,017 shares; 2025Q3: 364,180 shares 364,180$120M6.65%-231,837Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 939,601 shares; 2024Q4: 566,946 shares; 2025Q1: 732,118 shares; 2025Q2: 508,941 shares; 2025Q3: 692,019 shares 692,019$104M5.77%+183,078Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 848,119 shares; 2025Q3: 993,772 shares 993,772$97.4M5.38%+145,653Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,743 shares; 2024Q4: 306,161 shares; 2025Q1: 295,450 shares; 2025Q2: 211,626 shares; 2025Q3: 366,531 shares 366,531$93.1M5.15%+154,905Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 286,997 shares; 2025Q1: 623,495 shares; 2025Q2: 681,533 shares; 2025Q3: 689,428 shares 689,428$91.9M5.08%+7,895Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,551 shares; 2024Q4: 454,155 shares; 2025Q1: 479,695 shares; 2025Q2: 524,859 shares; 2025Q3: 498,342 shares 498,342$80.8M4.47%-26,517Timeline
MRPMILLROSE PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 589,986 shares; 2025Q2: 1,199,069 shares; 2025Q3: 2,267,144 shares 2,267,144$76.2M4.21%+1,068,075Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,466 shares; 2024Q4: 329,746 shares; 2025Q1: 346,246 shares; 2025Q2: 397,394 shares; 2025Q3: 337,831 shares 337,831$67M3.7%-59,563Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 143,563 shares; 2024Q4: 228,651 shares; 2025Q1: 227,151 shares; 2025Q2: 410,480 shares; 2025Q3: 400,012 shares 400,012$64M3.54%-10,468Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221,705 shares 221,705$52.3M2.89%newTimeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 251,842 shares; 2024Q4: 338,799 shares; 2025Q1: 398,728 shares; 2025Q2: 263,866 shares; 2025Q3: 167,897 shares 167,897$47.2M2.61%-95,969Timeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,490 shares 61,490$44.2M2.44%newTimeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414,718 shares 414,718$35M1.93%newTimeline
RBLXROBLOX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,280 shares; 2024Q4: 768,814 shares; 2025Q1: 583,233 shares; 2025Q2: 356,974 shares; 2025Q3: 243,517 shares 243,517$33.7M1.87%-113,457Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,746 shares; 2024Q4: 223,108 shares; 2025Q1: 138,097 shares; 2025Q2: 108,534 shares; 2025Q3: 96,095 shares 96,095$32.8M1.81%-12,439Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 287,686 shares; 2025Q3: 243,101 shares 243,101$32.5M1.8%-44,585Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 139,943 shares 139,943$29.7M1.65%newTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315,583 shares 315,583$21.7M1.2%newTimeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,986 shares; 2024Q4: 223,724 shares; 2025Q1: 333,681 shares; 2025Q2: 445,122 shares; 2025Q3: 169,746 shares 169,746$16.2M0.9%-275,376Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,152 shares; 2025Q1: 77,152 shares; 2025Q2: 104,362 shares; 2025Q3: 31,111 shares 31,111$10.7M0.59%-73,251Timeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
MAMASTERCARD INCORPORATED59,488$33.4Mshares
HRBBLOCK H & R INC86,990$4.77Mshares

How Q3 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 0001801547-25-000010 base2025-11-13acceptance time not in the bulk data set