Blue Whale Capital as of March 31, 2022
Portfolio Holdings for Blue Whale Capital
Blue Whale Capital holds 19 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 12.9 | $134M | 492k | 272.86 | |
| Microsoft Corporation (MSFT) | 12.9 | $134M | 435k | 308.31 | |
| Atlassian Corp Cl A | 11.8 | $122M | 416k | 293.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 9.3 | $96M | 35k | 2781.34 | |
| Charles Schwab Corporation (SCHW) | 7.4 | $77M | 918k | 84.31 | |
| Veeva Systems Cl A Com (VEEV) | 6.9 | $71M | 336k | 212.46 | |
| Lam Research Corporation (LRCX) | 6.4 | $67M | 124k | 537.61 | |
| Mastercard Cl A (MA) | 5.8 | $60M | 168k | 357.38 | |
| IDEXX Laboratories (IDXX) | 5.8 | $60M | 110k | 547.06 | |
| Intuit (INTU) | 5.1 | $54M | 111k | 480.84 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $45M | 99k | 455.62 | |
| Dex (DXCM) | 4.2 | $44M | 85k | 511.60 | |
| Masimo Corporation (MASI) | 2.9 | $30M | 206k | 145.54 | |
| Align Technology (ALGN) | 1.3 | $13M | 30k | 435.99 | |
| Applied Materials (AMAT) | 1.2 | $13M | 95k | 131.80 | |
| Union Pacific Corporation (UNP) | 0.7 | $7.7M | 28k | 273.21 | |
| Autodesk (ADSK) | 0.6 | $6.2M | 29k | 214.36 | |
| Coinbase Global Com Cl A (COIN) | 0.4 | $4.2M | 22k | 189.87 | |
| Sea Sponsord Ads (SE) | 0.2 | $2.1M | 18k | 119.77 |
