Blue Whale Capital as of June 30, 2021
Portfolio Holdings for Blue Whale Capital
Blue Whale Capital holds 18 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.5 | $101M | 372k | 270.90 | |
| Adobe Systems Incorporated (ADBE) | 10.4 | $91M | 156k | 585.64 | |
| Facebook Cl A (META) | 10.1 | $89M | 255k | 347.71 | |
| Visa Com Cl A (V) | 9.1 | $80M | 344k | 233.82 | |
| Intuit (INTU) | 6.9 | $61M | 125k | 490.17 | |
| Mastercard Cl A (MA) | 6.8 | $59M | 163k | 365.09 | |
| Autodesk (ADSK) | 6.1 | $54M | 183k | 291.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.2 | $46M | 19k | 2441.81 | |
| Amazon (AMZN) | 4.9 | $43M | 13k | 3440.19 | |
| Paypal Holdings (PYPL) | 4.8 | $43M | 146k | 291.48 | |
| Stryker Corporation (SYK) | 4.7 | $41M | 159k | 259.73 | |
| Atlassian Corp Cl A | 4.6 | $40M | 156k | 256.86 | |
| Masimo Corporation (MASI) | 4.2 | $37M | 152k | 242.45 | |
| salesforce (CRM) | 3.7 | $33M | 133k | 244.27 | |
| Veeva Systems Cl A Com (VEEV) | 2.9 | $26M | 82k | 310.95 | |
| Cme (CME) | 2.6 | $23M | 108k | 212.68 | |
| Okta Cl A (OKTA) | 0.9 | $7.7M | 32k | 244.67 | |
| NVIDIA Corporation (NVDA) | 0.8 | $6.9M | 34k | 200.03 |
