account_balance
Investment manager · 13F filer · SEC CIK 1801547
Blue Whale Capital LLP
Reported value$3.21Bas of Sep 30, 2026
Positions24 5 new, 8 sold out
Top 10 weight75.2%LRCX alone is 12%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LRCXLam Research Corp
12.4%Added +19%
AMATApplied Materials Inc
12.4%Added +30%
LITELumentum Holdings Inc.
9.4%Added +68%
SKHYSK hynix Inc.
6.8%New
NVDANVIDIA Corp
6.2%Trimmed −47%
SNDKSandisk Corp
6.1%Added +16%
AVGOBroadcom Inc.
5.9%
STXSeagate Technology Holdings PLC
5.5%Added +75%
MODModine Manufacturing Co
5.4%Added +119%
VRTVertiv Holdings Co
5.2%Added +64%
METAMeta Platforms, Inc.
4.7%New
MPCMarathon Petroleum Corp
4.1%New
LRCXLam Research Corp
12.4%Added +19%
AMATApplied Materials Inc
12.4%Added +30%
LITELumentum Holdings Inc.
9.4%+68%
SKHYSK hynix Inc.
6.8%New
NVDANVIDIA Corp
6.2%−47%
SNDKSandisk Corp
6.1%
AVGOBroadcom Inc.
5.9%
STXSeagate Technology Holdings PLC
5.5%
MODModine Manufacturing Co
5.4%
VRT5.2%META4.7%MPC4.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LRCX Lam Research Corp 12.4% Added +19%AMAT Applied Materials Inc 12.4% Added +30%LITE Lumentum Holdings Inc. 9.4% Added +68%SKHY SK hynix Inc. 6.8% NewNVDA NVIDIA Corp 6.2% Trimmed −47%SNDK Sandisk Corp 6.1% Added +16%AVGO Broadcom Inc. 5.9% HeldSTX Seagate Technology Holdings PLC 5.5% Added +75%MOD Modine Manufacturing Co 5.4% Added +119%VRT Vertiv Holdings Co 5.2% Added +64%META Meta Platforms, Inc. 4.7% NewMPC Marathon Petroleum Corp 4.1% New
What changed
Biggest moves since Jun 30, 2026
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