Fund

Blue Whale Capital Portfolio

Blue Whale Capital LLP · UK growth fundSEC 13F filings0 people copyingHoldings come from the latest quarterly 13F filing, long stock positions only. A 13F shows holdings as of quarter end and is filed up to 45 days after the quarter ends. Holdings we can't copy yet: STX 3.3%, QXO 2.6%, HON 2.3%, NEM 2.3%, HONA 2.3% and 10 more (not traded on the exchange); AMAT 13.8%, LITE 5.0% (on the exchange, not in the app yet).Rebalances after each quarterly 13F filing

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Return · Past 2 years+80.7%$1,000 → $1,807

Nov 15, 2024Nov 12, 2026

Max drawdown−32.1%Worst drop from a highVolatilityHighHow much it swingsFiling timing6/30 holdingsQuarter-end holdings, filed 8/13

How much to copy with?

Amount

$100 a month · $2,400 invested over 24 monthsValue today$2,977+$577 (+24.0%)

Copy with $100 a month

Based on the backtest, not a promise of future returns.

Holdings

5 stocks · filed 8/13

NVDA32.8%
SNDK22.4%
AVGO20.2%
GOOGL13.8%
LLY10.9%

Very small or hard-to-trade positions aren’t copied.

Latest filings

Filed 8/13

08/13

Bought LRCX, bought AMAT

Holdings as of 6/30, filed 8/13

Bought LRCX 14.0%
Bought AMAT 13.8%
Bought NVDA 10.3%
Bought SNDK 7.0%
Bought AVGO 6.4%

and 22 more