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 2 stocks	$251,353 22.46% of portfolio	2	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology AMAT LRCX 2 stocks	$228,367 20.41% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ADBE ORCL 3 stocks	$132,201 11.81% of portfolio	1	2	1	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$109,523 9.79% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$90,417 8.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$52,237 4.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$46,347 4.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$42,233 3.77% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM 1 stocks	$41,038 3.67% of portfolio	-	1	-	-	0 Calls 0 Puts
Personal Services \| Consumer Cyclical HRB 1 stocks	$40,265 3.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical DKNG 1 stocks	$39,306 3.51% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology CDNS 1 stocks	$31,904 2.85% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare DXCM 1 stocks	$13,945 1.25% of portfolio	-	1	-	-	0 Calls 0 Puts

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