Blue Whale Capital LLP Portfolio Holdings by Sector

Blue Whale Capital LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology NVDA AVGO TSM 3 stocks	$482,815 39.29% of portfolio	1	2	-	-	0 Calls 0 Puts
Asset Management \| Financial Services APO ARES 2 stocks	$167,784 13.65% of portfolio	2	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$95,592 7.78% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology UBER 1 stocks	$79,129 6.44% of portfolio	1	-	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$78,501 6.39% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$71,962 5.86% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL 1 stocks	$57,689 4.69% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT 1 stocks	$44,104 3.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$40,612 3.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$37,553 3.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare RGEN 1 stocks	$35,782 2.91% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$32,557 2.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical HRB 1 stocks	$4,774 0.39% of portfolio	-	1	-	-	0 Calls 0 Puts

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