Blue Whale Capital LLP

LONDON, X0 · CIK 1801547 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityBLUE WHALE CAPITAL LLP (GB)

KindFCA fund manager
Others nearbyLondon

As an employer

In the UK

FCA-authorised companies1
Manages investmentsyes
Retail clientsno, professional only

Company	Town	Staff	Pay gap report	FCA register
BLUE WHALE CAPITAL LLP Limited Liability PartnershipFCA: Authorised · manages investments, advises, deals	London			Authorisedmanages investments, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$3.2bn reported value +49.9% vs Q1 2026

27positions

72.7%in top 10

5 new 10 added 12 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,017,021	$440.7m13.98%	13.98%	Reduced -273.6k	-273,568 -21.2%
2	APPLIED MATLS INC COM AMAT	AMAT	599,538	$433.5m13.75%	13.75%	New
3	NVIDIA CORPORATION COM NVDA	NVDA	1,624,430	$325.0m10.31%	10.31%	Added +47.6k	+47,606 3.0%
4	SANDISK CORP COM SNDK	SNDK	97,653	$222.0m7.05%	7.05%	Reduced -17.0k	-16,952 -14.8%
5	BROADCOM INC COM AVGO	AVGO	530,478	$200.4m6.36%	6.36%	Added +91.0k	+90,992 20.7%
6	LUMENTUM HLDGS INC COM LITE	LITE	185,019	$158.8m5.04%	5.04%	Reduced -27.0k	-27,037 -12.8%
7	VERTIV HOLDINGS CO COM CL A VRT	VRT	420,515	$140.8m4.47%	4.47%	Reduced -35.8k	-35,793 -7.8%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	382,963	$136.9m4.34%	4.34%	Added +266.9k	+266,919 230.0%
9	MODINE MFG CO COM MOD	MOD	463,437	$123.7m3.93%	3.93%	New
10	ELI LILLY & CO COM LLY	LLY	89,985	$107.9m3.42%	3.42%	Added +1.8k	+1,807 2.0%
11	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	109,222	$105.4m3.34%	3.34%	Added +32.1k	+32,148 41.7%
12	APPLOVIN CORP COM CL A APP	APP	163,694	$84.3m2.68%	2.68%	Added +14.6k	+14,594 9.8%
13	QXO INC COM NEW QXO	QXO	4,814,003	$83.2m2.64%	2.64%	Added +3.0m	+2,970,269 161.1%
14	HONEYWELL INTL INC COM HON	HON	329,840	$73.9m2.34%	2.34%	New
15	NEWMONT CORP COM NEM	NEM	788,273	$73.6m2.34%	2.34%	Added +21.8k	+21,802 2.8%
16	HONEYWELL AEROSPACE INC COM HONA	HONA	332,058	$73.4m2.33%	2.33%	New
17	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	143,194	$59.5m1.89%	1.89%	Reduced -237.6k	-237,596 -62.4%
18	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	669,562	$58.3m1.85%	1.85%	Reduced -44.6k	-44,622 -6.2%
19	UBER TECHNOLOGIES INC COM UBER	UBER	594,111	$42.9m1.36%	1.36%	Reduced -188.4k	-188,402 -24.1%
20	FAIR ISAAC CORP COM FICO	FICO	31,645	$37.8m1.20%	1.20%	Reduced -63	-63 -0.2%
21	WASTE MGMT INC DEL COM WM	WM	157,721	$35.2m1.12%	1.12%	Reduced -45.9k	-45,902 -22.5%
22	SCHWAB CHARLES CORP COM SCHW	SCHW	342,398	$31.6m1.00%	1.00%	Added +9.2k	+9,250 2.8%
23	REPLIGEN CORP COM RGEN	RGEN	178,377	$24.3m0.77%	0.77%	Reduced -225.8k	-225,823 -55.9%
24	APOLLO GLOBAL MGMT INC COM APO	APO	191,268	$22.6m0.72%	0.72%	Reduced -32.1k	-32,075 -14.4%
25	ARES MANAGEMENT CORPORATION CL A COM STK ARES	ARES	194,657	$21.7m0.69%	0.69%	Added +8.4k	+8,376 4.5%
26	DANAHER CORPORATION COM DHR	DHR	91,913	$17.5m0.56%	0.56%	Reduced -62.0k	-61,953 -40.3%
27	ALBEMARLE CORP COM ALB	ALB	122,267	$16.5m0.52%	0.52%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TAIWAN SEMICONDUCTOR MFG LTD TSM	TSM	408,679	$138.1m408.7k shares
HONEYWELL INTL INC		214,776	$97.1m214.8k shares
FLUTTER ENTMT PLC FLUT	FLUT	152,275	$15.5m152.3k shares
PHILIP MORRIS INTL INC PM	PM	18,201	$3.0m18.2k shares