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CIK: 0001801547
Total reported value
$3.2B
$3.2B
20 檔
24.2%
In Q2 2025, Blue Whale Capital LLP's U.S. equity holdings reached a combined market value of $3.2B, distributed across 20 disclosed stock positions.
Blue Whale Capital LLP executed strategic sector rebalancing during Q2 2025, establishing 2 new positions while fully exiting 3 holdings and trimming 8 positions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, LRCX, AVGO) accounted for 24.2% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 13.08% | -2.77% | -12.25% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 11.98% | +0.87% | +1.92% | |
| 3 | AVGO | Broadcom Inc | Stock-Tech | 10.75% | -0.11% | -3.75% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 7.77% | -6.57% | EXIT | |
| 5 | APO | Apollo Global Management Inc | Stock-Financials | 6.33% | -0.46% | +9.31% | |
| 6 | PM | Philip Morris International | Stock-Consumer Staples | 6.26% | -0.14% | EXIT | |
| 7 | UBER | Uber Technologies Inc | Stock-Industrials | 5.18% | -1.32% | — | |
| 8 | DHR | Danaher CORP | Stock-Healthcare | 5.14% | -0.83% | +14.77% | |
| 9 | ARES | Ares Management CORP - A | Stock-Financials | 4.65% | -0.28% | +80.71% | |
| 10 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 4.28% | -0.97% | -30.48% | |
| 11 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 3.96% | -0.74% | EXIT | |
| 12 | ORCL | Oracle CORP | Stock-Tech | 3.78% | — | -33.82% | |
| 13 | SCHW | Schwab (charles) CORP | Stock-Financials | 2.66% | -0.49% | +33.40% | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 2.52% | — | -21.41% | |
| 15 | RBLX | Roblox CORP -class A | Stock-Comm Services | 2.46% | — | -38.79% | |
| 16 | RGEN | Repligen CORP | Stock-Healthcare | 2.34% | -1.49% | — | |
| 17 | MRP | Millrose Properties | Stock-Real Estate | 2.24% | — | +103.24% | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 2.19% | — | +13.60% | |
| 19 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.13% | — | +35.27% | |
| 20 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.31% | — | -84.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | UBER | Uber Technologies Inc | +5.2% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +2.4% | -3.75% | Trim |
| 3 | RGEN | Repligen CORP | +2.3% | NEW | New buy |
| 4 | ARES | Ares Management CORP - A | +2% | +80.71% | Add |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +1.5% | +11.78% | Add |
| 6 | LRCX | Lam Research CORP | +1.1% | +1.92% | Add |
| 7 | MRP | Millrose Properties | +1% | +103.24% | Add |
| 8 | SCHW | Schwab (charles) CORP | +0.6% | +33.40% | Add |
| 9 | NVDA | Nvidia CORP | +0.4% | -12.25% | Trim |
| 10 | PM | Philip Morris International | +0.1% | +9.42% | Add |
| 11 | VRT | Vertiv Holdings Co-a | — | -30.48% | Trim |
| 12 | MA | Mastercard Inc - A | -0.1% | +13.60% | Add |
| 13 | RBLX | Roblox CORP -class A | -0.3% | -38.79% | Trim |
| 14 | APO | Apollo Global Management Inc | -0.6% | +9.31% | Add |
| 15 | DHR | Danaher CORP | -0.6% | +14.77% | Add |
| 16 | MSFT | Microsoft CORP | -0.7% | EXIT | Sold out |
| 17 | ORCL | Oracle CORP | -0.7% | -33.82% | Trim |
| 18 | UNH | Unitedhealth Group Inc | -1.1% | +35.27% | Add |
| 19 | FLUT | Flutter Entertainment plc | -1.3% | -28.37% | Trim |
| 20 | V | Visa Inc-class A Shares | -1.4% | -21.41% | Trim |
| 21 | HRB | H&r Block Inc | -2.2% | -84.49% | Trim |
| 22 | LEN | Lennar Corp-a | -3.2% | EXIT | Sold out |
| 23 | META | Meta Platforms Inc-class A | -4.2% | EXIT | Sold out |
According to official SEC Form 13F filings, Blue Whale Capital LLP reported a total U.S. public equity portfolio value of $3.2B across 20 disclosed positions in Q2 2025.
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Top New Position Initiated
UBER
市值: $79.1M
Top Position Liquidated / Trimmed
META
前期市值: $52.1M
During Q2 2025, Blue Whale Capital LLP's top holdings by market value included NVDA (13.1%)、LRCX (12.0%)、AVGO (10.8%). The largest single position, NVDA, represented 13.1% of total portfolio value.
In Q2 2025, Blue Whale Capital LLP made 23 total portfolio adjustments, initiating 2 new buys, adding to 10 positions, trimming 8 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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