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CIK: 0001801547
Total reported value
$3.2B
$3.2B
19 檔
20.9%
According to the latest 13F quarterly dataset, Blue Whale Capital LLP managed an equity portfolio of $3.2B at the end of Q4 2024, spanning 19 distinct U.S. exchange-listed positions.
Blue Whale Capital LLP executed strategic sector rebalancing during Q4 2024, establishing 2 new positions while fully exiting 3 holdings and trimming 9 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | Stock-Tech | 11.79% | -0.11% | -21.24% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 11.06% | +0.87% | +1991.08% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 10.91% | -2.77% | -7.51% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 9.40% | -6.57% | EXIT | |
| 5 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 5.88% | -0.74% | EXIT | |
| 6 | AMAT | Applied Materials Inc | Stock-Tech | 5.82% | +13.75% | NEW | |
| 7 | DHR | Danaher CORP | Stock-Healthcare | 5.62% | -0.83% | +27.09% | |
| 8 | V | Visa Inc-class A Shares | Stock-Financials | 5.24% | — | -4.55% | |
| 9 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 4.78% | -0.97% | -39.66% | |
| 10 | ORCL | Oracle CORP | Stock-Tech | 4.19% | — | +34.53% | |
| 11 | PM | Philip Morris International | Stock-Consumer Staples | 4.06% | -0.14% | EXIT | |
| 12 | APO | Apollo Global Management Inc | Stock-Financials | 3.52% | -0.46% | — | |
| 13 | RBLX | Roblox CORP -class A | Stock-Comm Services | 3.30% | — | +37.96% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.29% | — | -44.81% | |
| 15 | ARES | Ares Management CORP - A | Stock-Financials | 3.01% | -0.28% | +59.27% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.86% | — | — | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 2.11% | — | -50.34% | |
| 18 | HRB | H&r Block Inc | Stock-Consumer Disc | 1.92% | — | -4.26% | |
| 19 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.23% | -0.49% | -7.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +4.8% | +1991.08% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +3.6% | +49.94% | Add |
| 3 | APO | Apollo Global Management Inc | +3.5% | NEW | New buy |
| 4 | FLUT | Flutter Entertainment plc | +3% | +94.09% | Add |
| 5 | UNH | Unitedhealth Group Inc | +2.9% | NEW | New buy |
| 6 | RBLX | Roblox CORP -class A | +1.4% | +37.96% | Add |
| 7 | ARES | Ares Management CORP - A | +1.3% | +59.27% | Add |
| 8 | ORCL | Oracle CORP | +0.9% | +34.53% | Add |
| 9 | V | Visa Inc-class A Shares | +0.2% | -4.55% | Trim |
| 10 | PM | Philip Morris International | +0.2% | +10.62% | Add |
| 11 | AVGO | Broadcom Inc | +0.1% | -21.24% | Trim |
| 12 | DHR | Danaher CORP | 0% | +27.09% | Add |
| 13 | SCHW | Schwab (charles) CORP | 0% | -7.16% | Trim |
| 14 | NVDA | Nvidia CORP | -0.3% | -7.51% | Trim |
| 15 | HRB | H&r Block Inc | -0.6% | -4.26% | Trim |
| 16 | ADBE | Adobe Inc | -0.9% | EXIT | Sold out |
| 17 | DXCM | Dexcom Inc | -1.2% | EXIT | Sold out |
| 18 | MSFT | Microsoft CORP | -2.4% | -50.34% | Trim |
| 19 | VRT | Vertiv Holdings Co-a | -2.5% | -39.66% | Trim |
| 20 | META | Meta Platforms Inc-class A | -2.8% | -44.81% | Trim |
| 21 | DKNG | Draftkings Inc-cl A | -5% | EXIT | Sold out |
| 22 | AMAT | Applied Materials Inc | -6.1% | -36.33% | Trim |
According to official SEC Form 13F filings, Blue Whale Capital LLP reported a total U.S. public equity portfolio value of $3.2B across 19 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AVGO, LRCX, NVDA) accounted for 20.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
APO
市值: $47.4M
Top Position Liquidated / Trimmed
DKNG
前期市值: $64.5M
During Q4 2024, Blue Whale Capital LLP's top holdings by market value included AVGO (11.8%)、LRCX (11.1%)、NVDA (10.9%). The largest single position, AVGO, represented 11.8% of total portfolio value.
In Q4 2024, Blue Whale Capital LLP made 22 total portfolio adjustments, initiating 2 new buys, adding to 8 positions, trimming 9 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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