Blue Whale Capital as of March 31, 2021
Portfolio Holdings for Blue Whale Capital
Blue Whale Capital holds 18 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.9 | $90M | 383k | 235.77 | |
| Facebook Cl A (META) | 11.2 | $85M | 289k | 294.53 | |
| Adobe Systems Incorporated (ADBE) | 9.8 | $74M | 156k | 475.37 | |
| Visa Cl A (V) | 9.6 | $73M | 344k | 211.73 | |
| Mastercard Cl A (MA) | 7.6 | $58M | 163k | 356.05 | |
| Autodesk (ADSK) | 6.7 | $51M | 183k | 277.15 | |
| Intuit (INTU) | 6.3 | $48M | 125k | 383.06 | |
| Stryker Corporation (SYK) | 5.7 | $43M | 176k | 243.58 | |
| Amazon (AMZN) | 5.1 | $39M | 13k | 3094.11 | |
| Paypal Holdings (PYPL) | 4.4 | $34M | 138k | 242.84 | |
| Alphabet Cl A (GOOGL) | 4.4 | $33M | 16k | 2062.51 | |
| salesforce (CRM) | 4.0 | $30M | 143k | 211.87 | |
| Masimo Corporation (MASI) | 3.3 | $25M | 109k | 229.66 | |
| Okta Cl A (OKTA) | 2.8 | $21M | 97k | 220.43 | |
| Atlassian Corp Cl A | 2.3 | $18M | 84k | 210.76 | |
| Cme (CME) | 2.2 | $17M | 83k | 204.23 | |
| Veeva Sys Inc cl a (VEEV) | 1.9 | $14M | 55k | 261.24 | |
| Black Knight | 0.6 | $4.2M | 57k | 73.99 |
