Hedge Fund - Blue Whale Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | AMAT | 757,402 | $153,033,074 | +19% | 11.91% | ||
| 2. | AVGO | 869,245 | $149,944,763 | +40% | 11.67% | ||
| 3. | NVDA | 1,182,395 | $143,590,049 | -4% | 11.17% | ||
| 4. | VRT | 939,601 | $93,480,903 | NEW | 7.27% | ||
| 5. | LRCX | 985,590 | $80,432,029 | NEW | 6.26% |
