Blue Whale Capital LLP Purchases and Sells in Q2 2024

Blue Whale Capital LLP

$1.12 Billion
Q2 2024

Top Buys

Incresed Positions

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AMAT	211K + 48.95%	$189.46 - $247.83 $39.9M - $52.2M	641K $151M
AVGO	32.7K + 109.61%	$1204.71 - $1828.87 $39.4M - $59.7M	62.5K $100M
RBLX	368K + 47.98%	$30.42 - $40.54 $11.2M - $14.9M	1.14M $42.2M
NVDA	1.07M + 692.62%	$118.11 - $1224.4 $126M - $1.31B	1.22M $151M
HRB	92.5K + 14.23%	$46.26 - $54.23 $4.28M - $5.02M	743K $40.3M
V	8.9K + 4.58%	$262.47 - $281.5 $2.34M - $2.51M	203K $53.4M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DKNG	1.03M New	$35.13 - $47.2 $36.2M - $48.6M	1.03M $39.3M
CDNS	104K New	$274.55 - $326.5 $28.5M - $33.8M	104K $31.9M
ORCL	27.2K New	$113.75 - $144.64 $3.09M - $3.94M	27.2K $3.84M
Flutter Entertainment PLC	108K New	N/A	108K $0

Top Sells

Reduced Positions

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LRCX	-42K - 36.7%	$868.07 - $1089.58 $36.4M - $45.7M	72.4K $77M
META	-32.2K - 23.68%	$430.17 - $527.34 $13.8M - $17M	104K $52.2M
DHR	-17.5K - 8.62%	$235.51 - $267.98 $4.12M - $4.69M	186K $46.3M
DXCM	-2K - 1.6%	$110.31 - $140.45 $221K - $281K	123K $13.9M
SCHW	-7K - 0.57%	$70.03 - $78.9 $490K - $552K	1.23M $90.4M
PM	-20K - 4.71%	$88.6 - $104.24 $1.77M - $2.08M	405K $41M

Activity Summary All Purchases 11 New Holdings 4 Increased Positions 7 All Sells 8 Reductions 8 Sold out 0 Calls 0 Puts 0

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