Blue Whale Capital LLP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| FLUTTER ENTERTAINMENT PLC | 0 | 789,925 | +789,925 | 0 | 169,865,472 | +169,865,472 |
| NEWMONT CORPORATION | 0 | 1,040,095 | +1,040,095 | 0 | 103,853,486 | +103,853,486 |
| ELI LILLY & CO | 0 | 57,878 | +57,878 | 0 | 62,200,329 | +62,200,329 |
| LUMENTUM HLDGS INC | 0 | 139,265 | +139,265 | 0 | 51,331,686 | +51,331,686 |
| VERTIV HOLDINGS CO | 0 | 898,851 | +898,851 | 0 | 145,622,851 | +145,622,851 |
| HONEYWELL INTL INC | 0 | 170,221 | +170,221 | 0 | 33,208,415 | +33,208,415 |
| MOTOROLA SOLUTIONS INC | 0 | 70,654 | +70,654 | 0 | 27,083,091 | +27,083,091 |
| APPLOVIN CORP | 0 | 103,917 | +103,917 | 0 | 70,021,353 | +70,021,353 |
| NVIDIA CORP | 0 | 1,324,861 | +1,324,861 | 0 | 247,086,577 | +247,086,577 |
| REPLIGEN CORP | 0 | 308,467 | +308,467 | 0 | 50,545,403 | +50,545,403 |
| LAM RESEARCH CORP | 0 | 1,423,630 | +1,423,630 | 0 | 243,696,983 | +243,696,983 |
| INTERACTIVE BROKERS GROUP INC | 0 | 574,064 | +574,064 | 0 | 36,918,056 | +36,918,056 |
| SCHWAB CHARLES CORP NEW | 0 | 248,206 | +248,206 | 0 | 24,798,261 | +24,798,261 |
| ARES MANAGEMENT CORPORATION | 0 | 424,634 | +424,634 | 0 | 68,633,593 | +68,633,593 |
| BROADCOM INC | 0 | 355,798 | +355,798 | 0 | 123,141,688 | +123,141,688 |
| CAPITAL ONE FINL CORP | 0 | 108,568 | +108,568 | 0 | 26,312,540 | +26,312,540 |
| UBER TECHNOLOGIES INC | 0 | 1,072,788 | +1,072,788 | 0 | 87,657,507 | +87,657,507 |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0 | 148,274 | +148,274 | 0 | 40,833,177 | +40,833,177 |
| DANAHER CORP | 0 | 226,679 | +226,679 | 0 | 51,891,357 | +51,891,357 |
| ROBLOX CORP | 0 | 213,462 | +213,462 | 0 | 17,296,826 | +17,296,826 |
| APOLLO GLOBAL MGMT INC | 0 | 471,876 | +471,876 | 0 | 68,308,770 | +68,308,770 |
| PHILIP MORRIS INTL INC | 0 | 303,397 | +303,397 | 0 | 48,664,879 | +48,664,879 |
| MILLROSE PPTYS INC | 0 | 834,287 | +834,287 | 0 | 24,920,153 | +24,920,153 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 410,748 | +410,748 | 0 | 124,822,210 | +124,822,210 |