Blue Whale Capital LLP holdings history

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41 is the total number of securities Blue Whale Capital LLP has owned. The longest Blue Whale Capital LLP has owned a single stock is 16 quarters.

Blue Whale Capital LLP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP16169.45%11.98%14.83%Q4 2019Q3 202316
ADBE ADOBE INC16162.64%7.39%11.49%Q4 2019Q3 202316
MA MASTERCARD INC16165.50%7.13%8.31%Q4 2019Q3 202316
INTU INTUIT INC15154.12%6.33%8.63%Q4 2019Q2 202315
V VISA INC866.32%7.97%9.60%Q4 2019Q3 202314
ADSK AUTODESK INC14140.59%5.80%10.39%Q4 2019Q1 202314
MASI MASIMO CORP12120.13%3.09%4.43%Q4 2019Q3 202212
VEEV Veeva Systems Inc11111.90%6.32%9.46%Q1 2021Q3 202311
GOOGL ALPHABET INC11110.15%4.70%9.27%Q4 2019Q2 202211
NVDA NVIDIA Corp10100.78%10.27%15.73%Q2 2021Q3 202310
SCHW Charles Schwab Corp/The990.31%8.84%12.75%Q3 2021Q3 20239
LRCX Lam Research Corp993.56%7.79%11.34%Q3 2021Q3 20239
FB Meta Platforms Inc992.44%6.68%11.24%Q4 2019Q4 20219
PYPL PAYPAL HOLDINGS INC992.62%4.44%6.61%Q4 2019Q4 20219
DXCM Dexcom Inc991.45%4.01%7.46%Q3 2021Q3 20239
AMZN AMAZON.COM INC882.40%5.07%7.37%Q4 2019Q3 20218
TEAM Atlassian Corp PLC770.56%6.32%11.76%Q4 2020Q2 20227
SYK STRYKER CORP774.08%5.72%6.70%Q1 2020Q3 20217
IDXX IDEXX Laboratories Inc773.27%4.45%6.12%Q4 2021Q2 20237
CRM SALESFORCE.COM INC773.19%4.21%4.82%Q4 2019Q2 20217
BSX BOSTON SCIENTIFIC CORP555.44%6.39%7.09%Q4 2019Q4 20205
Atlassian Corp550.81%3.84%9.45%Q3 2022Q3 20235
VRSK VERISK ANALYTICS INC551.32%2.20%3.76%Q4 2019Q4 20205
UNP Union Pacific Corp550.74%2.12%2.75%Q1 2022Q1 20235
AMAT Applied Materials Inc310.10%1.23%2.45%Q1 2022Q3 20234
CME CME Group Inc332.24%2.47%2.61%Q1 2021Q3 20213
ANSS ANSYS INC331.36%2.41%4.33%Q4 2019Q2 20203
BKI Black Knight Inc330.56%2.20%3.39%Q3 2020Q1 20213
ALGN Align Technology Inc331.26%2.20%3.01%Q3 2021Q1 20223
OKTA Okta Inc330.52%1.41%2.83%Q4 2020Q2 20213
BKFS BLACK KNIGHT INC223.78%4.17%4.55%Q1 2020Q2 20202
LULU Lululemon Athletica Inc222.76%3.65%4.55%Q4 2022Q1 20232
DHR Danaher Corp222.80%3.52%4.25%Q2 2023Q3 20232
PM Philip Morris Internat...222.88%2.88%2.89%Q2 2023Q3 20232
CNQ Canadian Natural Resou...221.47%2.40%3.34%Q4 2022Q1 20232
COIN Coinbase Global Inc220.40%1.59%2.79%Q4 2021Q1 20222
SE Sea Ltd220.20%0.60%1.00%Q4 2021Q1 20222
WH WYNDHAM116.63%6.63%6.63%Q4 2019Q4 20191
CE Celanese Corp110.89%0.89%0.89%Q3 2023Q3 20231
Veralto Corp110.54%0.54%0.54%Q3 2023Q3 20231
HRB H&R Block Inc110.38%0.38%0.38%Q3 2023Q3 20231
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The securities at the top of the list , including MICROSOFT CORP, ADOBE INC, and MASTERCARD INC, are the highest-conviction holdings of Blue Whale Capital LLP.

The conviction is calculated by counting the number of quarters a security has been reported by Blue Whale Capital LLP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Blue Whale Capital LLP owns currently or has owned in the past.