Blue Whale Capital as of March 31, 2020
Portfolio Holdings for Blue Whale Capital
Blue Whale Capital holds 17 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.9 | $29M | 185k | 157.67 | |
| Adobe Systems Incorporated (ADBE) | 11.5 | $26M | 82k | 318.39 | |
| Autodesk (ADSK) | 10.4 | $24M | 151k | 156.11 | |
| Amazon (AMZN) | 7.4 | $17M | 8.6k | 1947.88 | |
| Boston Scientific Corporation (BSX) | 6.9 | $16M | 479k | 32.64 | |
| Visa (V) | 6.3 | $14M | 89k | 161.10 | |
| Stryker Corporation (SYK) | 6.3 | $14M | 86k | 166.50 | |
| MasterCard Incorporated (MA) | 6.2 | $14M | 59k | 241.95 | |
| Intuit (INTU) | 5.8 | $13M | 58k | 230.20 | |
| salesforce (CRM) | 4.7 | $11M | 73k | 143.86 | |
| Black Knight Finl Svcs Inc cl a | 4.6 | $10M | 178k | 58.08 | |
| Paypal Holdings (PYPL) | 3.8 | $8.6M | 90k | 95.74 | |
| Alphabet Inc Class A cs (GOOGL) | 3.4 | $7.8M | 6.7k | 1161.95 | |
| Facebook Inc cl a (META) | 3.0 | $6.7M | 40k | 166.79 | |
| Masimo Corporation (MASI) | 2.8 | $6.4M | 36k | 177.17 | |
| Verisk Analytics (VRSK) | 2.5 | $5.7M | 41k | 139.51 | |
| Ansys (ANSS) | 1.6 | $3.5M | 15k | 232.17 |
