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Disclosery

Blue Whale Capital LLP: NEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Blue Whale Capital LLP on NEM, newest first. How the timeline and the estimate are built.

Blue Whale Capital LLP held 788,273 NEM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 788,273 shares
    Change vs previous 13F +21,802 shares

    2.34% of the 13F portfolio, value $73,624,698.

    13F-HR 0001801547-26-000005 filed by Blue Whale Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 766,471 shares
    Change vs previous 13F -273,624 shares

    3.95% of the 13F portfolio, value $82,970,486.

    13F-HR 0001801547-26-000003 filed by Blue Whale Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,040,095 shares
    Change vs previous 13F +625,377 shares

    5.33% of the 13F portfolio, value $103,853,486.

    13F-HR 0001801547-26-000002 filed by Blue Whale Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 414,718 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $34,964,875.

    13F-HR 0001801547-25-000010 filed by Blue Whale Capital LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).