Portfolio (Quarterly) Guide ↗

Blue Whale Capital LLP

· CIK 0001801547

13F Portfolio $2.1B AUM 26 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 10 Added 11 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	COF	CAPITAL ONE FINL CORP	Financial Services	108,568	$26.3M	1.35%	SOLD
2	—	MILLROSE PPTYS INC	—	834,287	$24.9M	1.28%	SOLD
3	RBLX	ROBLOX CORP	Technology	213,462	$17.3M	0.89%	SOLD

Sector Allocation

Technology 65.5%

Industrials 14.6%

Healthcare 7.8%

Financial Services 6.2%

Basic Materials 4.1%

Communication Services 1.7%

Consumer Defensive 0.1%