Long-term investor
Blue Whale Capital LLP @bluewhalecapitalllp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001801547).
Record
- Tracked since 2025-06-30 (477 days), 93 trades recorded
- Returns: week n/a · month n/a · 90 days -11.3% · 6 months +6.7% · 1 year +10.9% · all +10.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 512807306 · 14.0% · long · since 2025-06-30
- AMAT · 13.8% · long · since 2026-06-30
- NVDA · 10.3% · long · since 2025-06-30
- SNDK · 7.0% · long · since 2026-03-31
- AVGO · 6.4% · long · since 2025-06-30
- LITE · 5.0% · long · since 2025-12-31
- VRT · 4.5% · long · since 2025-06-30
- GOOGL · 4.3% · long · since 2026-03-31
- MOD · 3.9% · long · since 2026-06-30
- LLY · 3.4% · long · since 2025-12-31
- STX · 3.3% · long · since 2025-09-30
- APP · 2.7% · long · since 2025-09-30