Blue Whale Capital as of Dec. 31, 2019
Portfolio Holdings for Blue Whale Capital
Blue Whale Capital holds 16 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.2 | $24M | 154k | 157.50 | |
| Adobe Systems Incorporated (ADBE) | 9.8 | $20M | 59k | 329.75 | |
| Visa (V) | 8.7 | $17M | 92k | 187.84 | |
| Autodesk (ADSK) | 8.5 | $17M | 92k | 183.50 | |
| Facebook Inc cl a (META) | 7.9 | $16M | 77k | 205.11 | |
| MasterCard Incorporated (MA) | 7.9 | $16M | 53k | 298.36 | |
| Boston Scientific Corporation (BSX) | 7.1 | $14M | 313k | 45.21 | |
| Intuit (INTU) | 6.9 | $14M | 53k | 261.87 | |
| Wyndham Hotels And Resorts (WH) | 6.6 | $13M | 210k | 62.82 | |
| Alphabet Inc Class A cs (GOOGL) | 4.8 | $9.7M | 7.2k | 1338.41 | |
| Ansys (ANSS) | 4.3 | $8.6M | 34k | 257.40 | |
| Paypal Holdings (PYPL) | 3.8 | $7.6M | 70k | 108.19 | |
| Verisk Analytics (VRSK) | 3.8 | $7.5M | 50k | 149.30 | |
| salesforce (CRM) | 3.2 | $6.4M | 39k | 162.63 | |
| Amazon (AMZN) | 2.4 | $4.8M | 2.6k | 1847.25 | |
| Masimo Corporation (MASI) | 2.0 | $4.0M | 25k | 158.07 |
