Blue Whale Capital as of Sept. 30, 2020
Portfolio Holdings for Blue Whale Capital
Blue Whale Capital holds 16 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Adobe Systems Incorporated (ADBE) | 10.7 | $55M | 113k | 490.43 | |
| Microsoft Corporation (MSFT) | 10.5 | $54M | 258k | 210.33 | |
| Visa Cl A (V) | 8.6 | $44M | 222k | 199.97 | |
| Autodesk (ADSK) | 7.9 | $41M | 178k | 231.01 | |
| Mastercard Cl A (MA) | 7.2 | $38M | 111k | 338.17 | |
| Facebook Cl A (META) | 6.8 | $35M | 135k | 261.90 | |
| Stryker Corporation (SYK) | 6.7 | $35M | 167k | 208.37 | |
| Boston Scientific Corporation (BSX) | 6.4 | $33M | 871k | 38.21 | |
| Intuit (INTU) | 6.1 | $32M | 97k | 326.21 | |
| Paypal Holdings (PYPL) | 5.4 | $28M | 141k | 197.03 | |
| Amazon (AMZN) | 5.1 | $26M | 8.4k | 3148.73 | |
| salesforce (CRM) | 4.8 | $25M | 99k | 251.32 | |
| Masimo Corporation (MASI) | 4.4 | $23M | 97k | 236.06 | |
| Alphabet Cl A (GOOGL) | 4.3 | $22M | 15k | 1465.58 | |
| Black Knight | 3.4 | $18M | 202k | 87.05 | |
| Verisk Analytics (VRSK) | 1.6 | $8.0M | 43k | 185.30 |
