Blue Whale Capital as of June 30, 2020
Portfolio Holdings for Blue Whale Capital
Blue Whale Capital holds 17 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.4 | $42M | 207k | 203.48 | |
| Adobe Systems Incorporated (ADBE) | 10.9 | $40M | 93k | 435.17 | |
| Visa Cl A (V) | 8.2 | $30M | 157k | 192.93 | |
| Autodesk (ADSK) | 7.5 | $28M | 116k | 239.11 | |
| Amazon (AMZN) | 7.2 | $27M | 9.7k | 2757.34 | |
| Mastercard Cl A (MA) | 7.0 | $26M | 87k | 295.55 | |
| Paypal Holdings (PYPL) | 6.6 | $25M | 140k | 174.24 | |
| Intuit (INTU) | 6.2 | $23M | 77k | 296.18 | |
| Boston Scientific Corporation (BSX) | 6.1 | $23M | 640k | 35.10 | |
| Stryker Corporation (SYK) | 6.1 | $22M | 125k | 180.17 | |
| salesforce (CRM) | 4.8 | $18M | 94k | 187.45 | |
| Facebook Cl A (META) | 4.6 | $17M | 75k | 227.06 | |
| Alphabet Cl A (GOOGL) | 4.0 | $15M | 11k | 1417.95 | |
| Black Knight Finl Svcs Inc cl a | 3.8 | $14M | 193k | 72.55 | |
| Masimo Corporation (MASI) | 2.6 | $9.6M | 42k | 227.89 | |
| Verisk Analytics (VRSK) | 1.9 | $6.9M | 41k | 170.22 | |
| Ansys (ANSS) | 1.4 | $5.0M | 17k | 291.92 |
