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Blue Whale Capital LLP: NVDA position timeline

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

Blue Whale Capital LLP held 1,624,430 NVDA 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 1,624,430 shares
    Change vs previous 13F +47,606 shares

    10.31% of the 13F portfolio, value $325,032,199.

    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 1,576,824 shares
    Change vs previous 13F +251,963 shares

    13.08% of the 13F portfolio, value $274,998,106.

    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 1,324,861 shares
    Change vs previous 13F +98,778 shares

    12.68% of the 13F portfolio, value $247,086,577.

    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 1,226,083 shares
    Change vs previous 13F -38,445 shares

    12.65% of the 13F portfolio, value $228,762,566.

    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).

  5. period ended2025-06-30
    13F 1,264,528 shares
    Change vs previous 13F -176,504 shares

    13.08% of the 13F portfolio, value $199,782,779.

    13F-HR 0001801547-25-000005 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).

  6. period ended2025-03-31
    13F 1,441,032 shares
    Change vs previous 13F +347,413 shares

    12.64% of the 13F portfolio, value $156,179,048.

    13F-HR 0001801547-25-000002 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).

  7. period ended2024-12-31
    13F 1,093,619 shares
    Change vs previous 13F -88,776 shares

    10.91% of the 13F portfolio, value $146,862,096.

    13F-HR 0001801547-25-000001 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).

  8. period ended2024-09-30
    13F 1,182,395 shares
    Change vs previous 13F not available

    11.18% of the 13F portfolio, value $143,590,049.

    13F-HR 0001801547-24-000005 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).