Blue Whale Capital LLP Purchases and Sells in Q3 2024

Blue Whale Capital LLP

$1.15 Billion
Q3 2024

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	807K + 1291.57%	$136.27 - $1745.86 $110M - $1.41B	869K $150M
ORCL	225K + 825.69%	$125.9 - $170.35 $28.3M - $38.3M	252K $42.9M
META	33.5K + 32.36%	$453.41 - $572.44 $15.2M - $19.2M	137K $78.5M
DHR	74K + 39.87%	$239.25 - $280.76 $17.7M - $20.8M	259K $72.1M
DKNG	615K + 59.72%	$29.85 - $41.1 $18.4M - $25.3M	1.64M $64.5M
V	30.3K + 14.92%	$253.74 - $291.56 $7.7M - $8.85M	234K $64.3M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VRT	940K New	$86.66 - $86.66 $81.4M - $81.4M	940K $81.4M
TSM	427K New	$147.95 - $191.05 $63.2M - $81.7M	427K $74.2M
ARES	144K New	$133.73 - $158.05 $19.2M - $22.7M	144K $22.4M
Lam Research Corp	98.6K New	N/A	98.6K $0

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHW	-986K - 80.36%	$61.74 - $76.08 $60.9M - $75M	241K $15.6M
MSFT	-82.4K - 37.8%	$395.15 - $467.56 $32.6M - $38.5M	136K $58.3M
ADBE	-34.1K - 61.19%	$508.13 - $586.55 $17.3M - $20M	21.6K $11.2M
RBLX	-578K - 50.9%	$36.18 - $47.64 $20.9M - $27.5M	557K $24.7M
HRB	-231K - 31.11%	$52.99 - $66.6 $12.2M - $15.4M	511K $32.5M
NVDA	-40.4K - 3.3%	$98.91 - $134.91 $4M - $5.45M	1.18M $144M

Activity Summary All Purchases 14 New Holdings 4 Increased Positions 10 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

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