Blue Whale Capital LLP - Q12026 Holdings

Blue Whale Capital LLP holds 26 stocks with a total portfolio value of $ 2.1B as of Q12026. In Q12026, Blue Whale Capital LLP added 5 new positions, increased stakes in 10 stocks, reduced 11 holdings, and fully exited 3 positions. The largest holding is Lam Research Corp (LRCX), representing 13.11% of the total portfolio.