Blue Whale Capital as of June 30, 2022
Portfolio Holdings for Blue Whale Capital
Blue Whale Capital holds 17 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.8 | $101M | 393k | 256.83 | |
| NVIDIA Corporation (NVDA) | 10.4 | $71M | 466k | 151.59 | |
| Charles Schwab Corporation (SCHW) | 9.9 | $67M | 1.1M | 63.18 | |
| Atlassian Corp Cl A | 8.6 | $58M | 311k | 187.40 | |
| Lam Research Corporation | 7.3 | $50M | 117k | 426.15 | |
| Mastercard Cl A (MA) | 7.0 | $48M | 151k | 315.48 | |
| Visa Com Cl A (V) | 7.0 | $47M | 241k | 196.89 | |
| Intuit (INTU) | 6.3 | $43M | 111k | 385.44 | |
| Veeva Systems Cl A Com (VEEV) | 6.0 | $41M | 206k | 198.04 | |
| Adobe Systems Incorporated (ADBE) | 5.9 | $40M | 109k | 366.06 | |
| IDEXX Laboratories (IDXX) | 3.8 | $26M | 75k | 350.72 | |
| Dex (DXCM) | 3.3 | $22M | 299k | 74.53 | |
| Masimo Corporation (MASI) | 3.2 | $22M | 169k | 130.67 | |
| Autodesk (ADSK) | 3.1 | $21M | 121k | 171.96 | |
| Union Pacific Corporation (UNP) | 2.1 | $15M | 68k | 213.28 | |
| Applied Materials (AMAT) | 1.2 | $8.0M | 88k | 90.98 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.0M | 9.5k | 108.98 |
