Blue Whale Capital as of Dec. 31, 2021
Portfolio Holdings for Blue Whale Capital
Blue Whale Capital holds 19 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.6 | $142M | 422k | 336.32 | |
| NVIDIA Corporation (NVDA) | 11.3 | $139M | 473k | 294.11 | |
| Atlassian Corp Cl A | 8.9 | $110M | 288k | 381.29 | |
| Mastercard Cl A (MA) | 6.9 | $85M | 237k | 359.32 | |
| Intuit (INTU) | 6.7 | $82M | 127k | 643.22 | |
| Adobe Systems Incorporated (ADBE) | 6.1 | $74M | 131k | 567.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $74M | 26k | 2897.04 | |
| Veeva Systems Cl A Com (VEEV) | 5.5 | $67M | 262k | 255.48 | |
| Lam Research Corporation (LRCX) | 5.3 | $65M | 91k | 719.15 | |
| Charles Schwab Corporation (SCHW) | 5.2 | $64M | 761k | 84.10 | |
| Autodesk (ADSK) | 3.9 | $48M | 170k | 281.19 | |
| Masimo Corporation (MASI) | 3.8 | $47M | 160k | 292.78 | |
| Dex (DXCM) | 3.7 | $46M | 85k | 536.95 | |
| IDEXX Laboratories (IDXX) | 3.3 | $40M | 61k | 658.46 | |
| Align Technology (ALGN) | 3.0 | $37M | 56k | 657.18 | |
| Coinbase Global Com Cl A (COIN) | 2.8 | $34M | 136k | 252.37 | |
| Paypal Holdings (PYPL) | 2.6 | $32M | 171k | 188.58 | |
| Meta Platforms Cl A (META) | 2.4 | $30M | 89k | 336.35 | |
| Sea Sponsord Ads (SE) | 1.0 | $12M | 55k | 223.71 |
