Blue Whale Capital LLP
SEC Form 13F institutional filer · CIK 0001801547
13F-HR · 22 reported holdings · 2026-03-31
Asset management firm.
Reported long-US-equity value
$1.87B
Top-10 concentration
77.7%
Blue Whale Capital LLP — $1.87B AUM allocation strategy
Blue Whale Capital LLP files SEC Form 13F and reports $1.87B of long US equity value across 22 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 61.0%, followed by Industrials 16.9% and Health Care 5.9%.
The top 10 holdings account for 78% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Blue Whale Capital LLP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.87B
total across 22 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
78% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MSI +310K sh · +$138M+$HON +259K sh · +$63.9M+$NVDA +252K sh · +$27.9M
Biggest trims (shares)
−$VRT −443K sh · −$31.3M−$UBER −290K sh · −$31.4M−$PM −285K sh · −$45.7M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors22.0%—
- Communications Equipment16.9%—
- Semiconductor Materials & Equipment14.8%—
- Electrical Components & Equipment6.1%—
- Technology Hardware, Storage & Peripherals5.5%—
- Industrial Conglomerates5.2%—
- Gold4.4%—
- Pharmaceuticals4.3%—
- Other holdings20.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $LRCX | Lam Research Corporation | 1.29M | $276M | -133K | 14.8% |
| $NVDA | NVIDIA Corporation | 1.58M | $275M | +252K | 14.7% |
| $MSI | Motorola Solutions Inc | 381K | $165M | +310K | 8.9% |
| $LITE | Lumentum Holdings Inc | 212K | $149M | +72.8K | 8.0% |
| $AVGO | Broadcom Inc | 439K | $136M | +83.7K | 7.3% |
| $VRT | Vertiv Holdings LLC | 456K | $114M | -443K | 6.1% |
| $HON | Honeywell International Inc | 430K | $97.1M | +259K | 5.2% |
| $NEM | Newmont Corporation | 766K | $83M | -274K | 4.4% |
| $LLY | Eli Lilly and Company | 88.2K | $81.1M | +30.3K | 4.3% |
| $SNDK | Sandisk Corporation | 115K | $72.8M | — | 3.9% |
…and 12 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.