Filed: 8/13/2025ACC: 0001801547-25-000005
📋 What this filing means
BLUE WHALE CAPITAL LLP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $1.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$1.53B
Total AUM (reported)
10.76M
Total Shares
Allocation by class
COM$885.40M58.0%
COM NEW$182.95M12.0%
COM CL A$138.07M9.0%
SPONSORED ADS$118.74M7.8%
CL A COM STK$71.10M4.7%
CL A$70.98M4.6%
SHS$60.47M4.0%
Portfolio Concentration
Top 3$547.03M35.8%
4–10$605.10M39.6%
11–25$375.59M24.6%
Top 3 weight
35.8%
Top 10 weight
75.4%
Voting Authority Distribution
Total shares with voting rights: 10.76M
Sole
Full voting authority
10.76M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
NVIDIA Corp
SOLEShares1.26M
TypeSH
Market value$199.78M
13.08%
Sole
1.26M
Shared
0.00
None
0.00
Lam Research Corp
SOLEShares1.88M
TypeSH
Market value$182.95M
11.98%
Sole
1.88M
Shared
0.00
None
0.00
Broadcom Inc
SOLEShares596.02K
TypeSH
Market value$164.29M
10.75%
Sole
596.02K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufactu
SOLEShares524.27K
TypeSH
Market value$118.74M
7.77%
Sole
524.27K
Shared
0.00
None
0.00
Apollo Global Management Inc
SOLEShares681.53K
TypeSH
Market value$96.69M
6.33%
Sole
681.53K
Shared
0.00
None
0.00
Philip Morris International In
SOLEShares524.86K
TypeSH
Market value$95.59M
6.26%
Sole
524.86K
Shared
0.00
None
0.00
Uber Technologies Inc
SOLEShares848.12K
TypeSH
Market value$79.13M
5.18%
Sole
848.12K
Shared
0.00
None
0.00
Danaher Corp
SOLEShares397.39K
TypeSH
Market value$78.50M
5.14%
Sole
397.39K
Shared
0.00
None
0.00
Ares Management Corp
SOLEShares410.48K
TypeSH
Market value$71.10M
4.65%
Sole
410.48K
Shared
0.00
None
0.00
Vertiv Holdings Co
SOLEShares508.94K
TypeSH
Market value$65.35M
4.28%
Sole
508.94K
Shared
0.00
None
0.00
Flutter Entertainment PLC
SOLEShares211.63K
TypeSH
Market value$60.47M
3.96%
Sole
211.63K
Shared
0.00
None
0.00
Oracle Corp
SOLEShares263.87K
TypeSH
Market value$57.69M
3.78%
Sole
263.87K
Shared
0.00
None
0.00
Charles Schwab Corp/The
SOLEShares445.12K
TypeSH
Market value$40.61M
2.66%
Sole
445.12K
Shared
0.00
None
0.00
Visa Inc
SOLEShares108.53K
TypeSH
Market value$38.53M
2.52%
Sole
108.53K
Shared
0.00
None
0.00
ROBLOX Corp
SOLEShares356.97K
TypeSH
Market value$37.55M
2.46%
Sole
356.97K
Shared
0.00
None
0.00
Repligen Corp
SOLEShares287.69K
TypeSH
Market value$35.78M
2.34%
Sole
287.69K
Shared
0.00
None
0.00
Millrose Properties Inc
SOLEShares1.20M
TypeSH
Market value$34.19M
2.24%
Sole
1.20M
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares59.49K
TypeSH
Market value$33.43M
2.19%
Sole
59.49K
Shared
0.00
None
0.00
UnitedHealth Group Inc
SOLEShares104.36K
TypeSH
Market value$32.56M
2.13%
Sole
104.36K
Shared
0.00
None
0.00
H&R Block Inc
SOLEShares86.99K
TypeSH
Market value$4.77M
0.31%
Sole
86.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CorpSOLE | COM | 1.26M | SH | $199.78M 13.08% | 1.26M | 0.00 | 0.00 |
Lam Research CorpSOLE | COM NEW | 1.88M | SH | $182.95M 11.98% | 1.88M | 0.00 | 0.00 |
Broadcom IncSOLE | COM | 596.02K | SH | $164.29M 10.75% | 596.02K | 0.00 | 0.00 |
Taiwan Semiconductor ManufactuSOLE | SPONSORED ADS | 524.27K | SH | $118.74M 7.77% | 524.27K | 0.00 | 0.00 |
Apollo Global Management IncSOLE | COM | 681.53K | SH | $96.69M 6.33% | 681.53K | 0.00 | 0.00 |
Philip Morris International InSOLE | COM | 524.86K | SH | $95.59M 6.26% | 524.86K | 0.00 | 0.00 |
Uber Technologies IncSOLE | COM | 848.12K | SH | $79.13M 5.18% | 848.12K | 0.00 | 0.00 |
Danaher CorpSOLE | COM | 397.39K | SH | $78.50M 5.14% | 397.39K | 0.00 | 0.00 |
Ares Management CorpSOLE | CL A COM STK | 410.48K | SH | $71.10M 4.65% | 410.48K | 0.00 | 0.00 |
Vertiv Holdings CoSOLE | COM CL A | 508.94K | SH | $65.35M 4.28% | 508.94K | 0.00 | 0.00 |
Flutter Entertainment PLCSOLE | SHS | 211.63K | SH | $60.47M 3.96% | 211.63K | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 263.87K | SH | $57.69M 3.78% | 263.87K | 0.00 | 0.00 |
Charles Schwab Corp/TheSOLE | COM | 445.12K | SH | $40.61M 2.66% | 445.12K | 0.00 | 0.00 |
Visa IncSOLE | COM CL A | 108.53K | SH | $38.53M 2.52% | 108.53K | 0.00 | 0.00 |
ROBLOX CorpSOLE | CL A | 356.97K | SH | $37.55M 2.46% | 356.97K | 0.00 | 0.00 |
Repligen CorpSOLE | COM | 287.69K | SH | $35.78M 2.34% | 287.69K | 0.00 | 0.00 |
Millrose Properties IncSOLE | COM CL A | 1.20M | SH | $34.19M 2.24% | 1.20M | 0.00 | 0.00 |
Mastercard IncSOLE | CL A | 59.49K | SH | $33.43M 2.19% | 59.49K | 0.00 | 0.00 |
UnitedHealth Group IncSOLE | COM | 104.36K | SH | $32.56M 2.13% | 104.36K | 0.00 | 0.00 |
H&R Block IncSOLE | COM | 86.99K | SH | $4.77M 0.31% | 86.99K | 0.00 | 0.00 |