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 | 641,240 | $151,326,228 | +49% | 14.43% | ||
| 2. | NVDA | 1,222,800 | $151,064,712 | -21% | 14.4% | ||
| 3. | MSFT | 218,014 | $97,441,357 | -1% | 9.29% | ||
| 4. | SCHW | 1,227,000 | $90,417,630 | -1% | 8.62% | ||
| 5. | LRCX | 723,500 | $77,041,898 | -37% | 7.34% |
