Blue Whale Capital LLP Portfolio Holdings
Blue Whale Capital LLP
- $1.15 Billion
- Q3 2024
Blue Whale Capital LLP has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.15 Billion distributed in 20 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Applied Materials Inc with a value of $153M, Broadcom Inc. with a value of $150M, Nvidia Corp with a value of $144M, Vertiv Holdings CO with a value of $81.4M, and Meta Platforms, Inc. with a value of $78.5M.
Examining the 13F form we can see an increase of $35.7M in the current position value, from $1.12B to 1.15B.
Blue Whale Capital LLP is based out at London, X0
Below you can find more details about Blue Whale Capital LLP portfolio as well as his latest detailed transactions.
Portfolio value
$1.15 Billion
Technology: $633 Million
Communication Services: $103 Million
Financial Services: $102 Million
Consumer Cyclical: $97 Million
Healthcare: $87.9 Million
Industrials: $81.4 Million
Consumer Defensive: $49.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|