Blue Whale Capital as of Dec. 31, 2020
Portfolio Holdings for Blue Whale Capital
Blue Whale Capital holds 18 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.6 | $82M | 368k | 222.42 | |
| Adobe Systems Incorporated (ADBE) | 9.3 | $65M | 131k | 500.12 | |
| Autodesk (ADSK) | 8.8 | $62M | 203k | 305.34 | |
| Visa Cl A (V) | 8.5 | $60M | 275k | 218.73 | |
| Facebook Cl A (META) | 8.0 | $56M | 205k | 273.16 | |
| Intuit (INTU) | 7.9 | $56M | 147k | 379.85 | |
| Stryker Corporation (SYK) | 6.6 | $46M | 188k | 245.04 | |
| Mastercard Cl A (MA) | 6.3 | $45M | 125k | 356.94 | |
| Paypal Holdings (PYPL) | 5.6 | $40M | 169k | 234.20 | |
| Boston Scientific Corporation (BSX) | 5.4 | $38M | 1.1M | 35.95 | |
| salesforce (CRM) | 4.3 | $30M | 137k | 222.53 | |
| Amazon (AMZN) | 4.3 | $30M | 9.3k | 3256.96 | |
| Alphabet Cl A (GOOGL) | 4.3 | $30M | 17k | 1752.62 | |
| Masimo Corporation (MASI) | 3.9 | $27M | 102k | 268.38 | |
| Black Knight | 2.6 | $19M | 210k | 88.35 | |
| Verisk Analytics (VRSK) | 1.3 | $9.3M | 45k | 207.59 | |
| Atlassian Corp Cl A | 0.6 | $3.9M | 17k | 233.87 | |
| Okta Cl A (OKTA) | 0.5 | $3.6M | 14k | 254.27 |
