TraderTrends

Manager Profile

Blue Whale Capital LLP

Diversified · Technology 42%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q1 2026

Location

LONDON, X0

Portfolio Value

$2.1B

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

Lam Research Corp

Latest disclosed holding

Top 4

512807306 NVDA MSI LITE 874039100

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
42.1%
Financial Services
16.6%
Consumer Cyclical
11.2%
Industrials
8.7%
Healthcare
8.4%
Basic Materials
5.3%
Communication Services
4.4%
Consumer Defensive
1.7%
Real Estate
1.2%
Energy
0%
Utilities
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q1 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
Lam Research Corp

Shares: 1.3M

275.7M

Position Value
2
NVIDIA Corp

Shares: 1.6M

275M

Position Value
3
Motorola Solutions Inc

Shares: 380.8K

165.3M

Position Value
4
Lumentum Holdings Inc

Shares: 212.1K

149M

Position Value
5
Taiwan Semiconductor Manufacturing Co Ltd

Shares: 408.7K

138.1M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID