Blue Whale Capital LLP — 13F holdings

Blue Whale Capital LLP reported 27 holdings worth $3.15B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. LRCX LAM RESEARCH CORP — $441M (14.0%)
2. AMAT APPLIED MATLS INC — $433M (13.8%)
3. NVDA NVIDIA CORPORATION — $325M (10.3%)
4. SNDK SANDISK CORP — $222M (7.0%)
5. AVGO BROADCOM INC — $200M (6.4%)
6. LITE LUMENTUM HLDGS INC — $159M (5.0%)
7. VRT VERTIV HOLDINGS CO — $141M (4.5%)
8. GOOGL ALPHABET INC — $137M (4.3%)
9. MOD MODINE MFG CO — $124M (3.9%)
10. LLY ELI LILLY & CO — $108M (3.4%)