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Blue Whale Capital LLP

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13F filer, CIK 1801547, LONDON, United Kingdom

Blue Whale Capital LLP reported $2,102,864,636 across 26 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 72.03% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001801547-26-000003

Period
2026-03-31
Reported value
$2.1B
Holdings
26
Top 10 weight
72.03%
New
5
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MSIadded+310,136$135M
SNDKnew+114,605$72.8M
HONadded+259,330$58.6M
LITEadded+72,791$51.2M
WMnew+203,623$46.8M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VRTreduced-442,543-$111M
FLUTreduced-637,650-$65M
PMreduced-285,196-$47.2M
NEMreduced-273,624-$29.6M
LRCXreduced-133,041-$28.4M

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 2026

Share positions as resolved from 13F-HR 0001801547-26-000003, largest first. % of portfolio is the value over $2,102,864,636, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LRCXLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,423,630 shares; 2026Q1: 1,290,589 shares 1,290,589$276M13.11%-133,041Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,324,861 shares; 2026Q1: 1,576,824 shares 1,576,824$275M13.08%+251,963Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,654 shares; 2026Q1: 380,790 shares 380,790$165M7.86%+310,136Timeline
LITELUMENTUM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 139,265 shares; 2026Q1: 212,056 shares 212,056$149M7.09%+72,791Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427,483 shares; 2024Q4: 640,961 shares; 2025Q1: 469,033 shares; 2025Q2: 524,270 shares; 2025Q3: 717,700 shares; 2025Q4: 410,748 shares; 2026Q1: 408,679 shares 408,679$138M6.57%-2,069Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869,245 shares; 2024Q4: 684,580 shares; 2025Q1: 619,209 shares; 2025Q2: 596,017 shares; 2025Q3: 364,180 shares; 2025Q4: 355,798 shares; 2026Q1: 439,486 shares 439,486$136M6.47%+83,688Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939,601 shares; 2024Q4: 566,946 shares; 2025Q1: 732,118 shares; 2025Q2: 508,941 shares; 2025Q3: 692,019 shares; 2025Q4: 898,851 shares; 2026Q1: 456,308 shares 456,308$114M5.44%-442,543Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 170,221 shares; 2026Q1: 429,551 shares 429,551$97.1M4.62%+259,330Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 414,718 shares; 2025Q4: 1,040,095 shares; 2026Q1: 766,471 shares 766,471$83M3.95%-273,624Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,878 shares; 2026Q1: 88,178 shares 88,178$81.1M3.86%+30,300Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,605 shares 114,605$72.8M3.46%newTimeline
APPAPPLOVIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,490 shares; 2025Q4: 103,917 shares; 2026Q1: 149,100 shares 149,100$59.3M2.82%+45,183Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 848,119 shares; 2025Q3: 993,772 shares; 2025Q4: 1,072,788 shares; 2026Q1: 782,513 shares 782,513$56.3M2.68%-290,275Timeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 315,583 shares; 2025Q4: 574,064 shares; 2026Q1: 714,184 shares 714,184$47.9M2.28%+140,120Timeline
RGENREPLIGEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 287,686 shares; 2025Q3: 243,101 shares; 2025Q4: 308,467 shares; 2026Q1: 404,200 shares 404,200$47.6M2.26%+95,733Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 203,623 shares 203,623$46.8M2.23%newTimeline
QXOQXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,843,734 shares 1,843,734$35.8M1.7%newTimeline
FICOFAIR ISAAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,708 shares 31,708$33.8M1.61%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,044 shares 116,044$33.4M1.59%newTimeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,986 shares; 2024Q4: 223,724 shares; 2025Q1: 333,681 shares; 2025Q2: 445,122 shares; 2025Q3: 169,746 shares; 2025Q4: 248,206 shares; 2026Q1: 333,148 shares 333,148$31.3M1.49%+84,942Timeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 221,705 shares; 2025Q4: 148,274 shares; 2026Q1: 77,074 shares 77,074$30.2M1.44%-71,200Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,466 shares; 2024Q4: 329,746 shares; 2025Q1: 346,246 shares; 2025Q2: 397,394 shares; 2025Q3: 337,831 shares; 2025Q4: 226,679 shares; 2026Q1: 153,866 shares 153,866$29.2M1.39%-72,813Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 286,997 shares; 2025Q1: 623,495 shares; 2025Q2: 681,533 shares; 2025Q3: 689,428 shares; 2025Q4: 471,876 shares; 2026Q1: 223,343 shares 223,343$24.9M1.18%-248,533Timeline
ARESARES MANAGEMENT CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,563 shares; 2024Q4: 228,651 shares; 2025Q1: 227,151 shares; 2025Q2: 410,480 shares; 2025Q3: 400,012 shares; 2025Q4: 424,634 shares; 2026Q1: 186,281 shares 186,281$20.3M0.97%-238,353Timeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,743 shares; 2024Q4: 306,161 shares; 2025Q1: 295,450 shares; 2025Q2: 211,626 shares; 2025Q3: 366,531 shares; 2025Q4: 789,925 shares; 2026Q1: 152,275 shares 152,275$15.5M0.74%-637,650Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,551 shares; 2024Q4: 454,155 shares; 2025Q1: 479,695 shares; 2025Q2: 524,859 shares; 2025Q3: 498,342 shares; 2025Q4: 303,397 shares; 2026Q1: 18,201 shares 18,201$3.01M0.14%-285,196Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
COFCAPITAL ONE FINL CORP108,568$26.3Mshares
MRPMILLROSE PPTYS INC834,287$24.9Mshares
RBLXROBLOX CORP213,462$17.3Mshares

How Q1 2026 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 0001801547-26-000003 base2026-05-14acceptance time not in the bulk data set