Blue Whale Capital LLP - Q42025 Holdings

Blue Whale Capital LLP holds 24 stocks with a total portfolio value of $ 1.95B as of Q42025. In Q42025, Blue Whale Capital LLP added 4 new positions, increased stakes in 10 stocks, reduced 10 holdings, and fully exited 3 positions. The largest holding is Nvidia Corp (NVDA), representing 12.68% of the total portfolio.