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CIK: 0001801547
Total reported value
$3.2B
$3.2B
23 檔
28.0%
According to the latest 13F quarterly dataset, Blue Whale Capital LLP managed an equity portfolio of $3.2B at the end of Q3 2025, spanning 23 distinct U.S. exchange-listed positions.
Blue Whale Capital LLP executed strategic sector rebalancing during Q3 2025, establishing 7 new positions while fully exiting 5 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 12.65% | -2.77% | -3.04% | |
| 2 | LRCX | Lam Research CORP | Stock-Tech | 12.60% | +0.87% | -9.47% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 11.09% | -6.57% | EXIT | |
| 4 | AVGO | Broadcom Inc | Stock-Tech | 6.65% | -0.11% | -38.90% | |
| 5 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 5.77% | -0.97% | +35.97% | |
| 6 | UBER | Uber Technologies Inc | Stock-Industrials | 5.38% | -1.32% | +17.17% | |
| 7 | FLUT | Flutter Entertainment plc | Stock-Consumer Disc | 5.15% | -0.74% | EXIT | |
| 8 | APO | Apollo Global Management Inc | Stock-Financials | 5.08% | -0.46% | +1.16% | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 4.47% | -0.14% | EXIT | |
| 10 | MRP | Millrose Properties | Stock-Real Estate | 4.21% | — | +89.08% | |
| 11 | DHR | Danaher CORP | Stock-Healthcare | 3.70% | -0.83% | -14.99% | |
| 12 | ARES | Ares Management CORP - A | Stock-Financials | 3.54% | -0.28% | -2.55% | |
| 13 | STX | Seagate Technology Holdings plc | Stock-Tech | 2.89% | +1.90% | — | |
| 14 | ORCL | Oracle CORP | Stock-Tech | 2.61% | — | -36.37% | |
| 15 | APP | Applovin Corp-class A | Stock-Tech | 2.44% | -0.14% | — | |
| 16 | NEM | Newmont CORP | Stock-Materials | 1.93% | -1.61% | — | |
| 17 | RBLX | Roblox CORP -class A | Stock-Comm Services | 1.87% | — | -31.78% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.81% | — | -11.46% | |
| 19 | RGEN | Repligen CORP | Stock-Healthcare | 1.80% | -1.49% | -15.50% | |
| 20 | COF | Capital One Financial CORP | Stock-Financials | 1.65% | — | — | |
| 21 | IBKR | Interactive Brokers Gro-cl A | Stock-Financials | 1.20% | -0.43% | — | |
| 22 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.90% | -0.49% | -61.87% | |
| 23 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | — | -70.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +4.8% | +36.90% | Add |
| 2 | MRP | Millrose Properties | +2.9% | +89.08% | Add |
| 3 | LRCX | Lam Research CORP | +1.8% | -9.47% | Trim |
| 4 | VRT | Vertiv Holdings Co-a | +1.5% | +35.97% | Trim |
| 5 | ARES | Ares Management CORP - A | +0.8% | -2.55% | Add |
| 6 | NVDA | Nvidia CORP | 0% | -3.04% | Trim |
| 7 | FLUT | Flutter Entertainment plc | -0.2% | +73.20% | Add |
| 8 | RBLX | Roblox CORP -class A | -0.9% | -31.78% | Trim |
| 9 | SCHW | Schwab (charles) CORP | -1.2% | -61.87% | Trim |
| 10 | PM | Philip Morris International | -1.7% | -5.05% | Add |
| 11 | AVGO | Broadcom Inc | -1.7% | -38.90% | Trim |
| 12 | APO | Apollo Global Management Inc | -1.8% | +1.16% | Add |
| 13 | ORCL | Oracle CORP | -1.9% | -36.37% | Trim |
| 14 | DHR | Danaher CORP | -2.1% | -14.99% | Trim |
| 15 | V | Visa Inc-class A Shares | -2.1% | -11.46% | Trim |
| 16 | UNH | Unitedhealth Group Inc | -2.7% | -70.19% | Trim |
| 17 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 18 | STX | Seagate Technology Holdings plc | — | NEW | New buy |
| 19 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 20 | APP | Applovin Corp-class A | — | NEW | New buy |
| 21 | LEN | Lennar Corp-a | — | EXIT | Sold out |
| 22 | NEM | Newmont CORP | — | NEW | New buy |
| 23 | RGEN | Repligen CORP | — | NEW | New buy |
| 24 | HRB | H&r Block Inc | — | EXIT | Sold out |
| 25 | COF | Capital One Financial CORP | — | NEW | New buy |
| 26 | MA | Mastercard Inc - A | — | EXIT | Sold out |
| 27 | IBKR | Interactive Brokers Gro-cl A | — | NEW | New buy |
| 28 | MSFT | Microsoft CORP | — | 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 23 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, LRCX, TSM) accounted for 28.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
UBER
市值: $97.4M
Top Position Liquidated / Trimmed
META
前期市值: $52.1M
During Q3 2025, Blue Whale Capital LLP's top holdings by market value included NVDA (12.7%)、LRCX (12.6%)、TSM (11.1%). The largest single position, NVDA, represented 12.7% of total portfolio value.
In Q3 2025, Blue Whale Capital LLP made 28 total portfolio adjustments, initiating 7 new buys, adding to 6 positions, trimming 10 holdings, and fully liquidating 5 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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