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. | NVDA | 1,542,730 | $139,394,912 | -30% | 14.71% | ||
| 2. | LRCX | 1,143,000 | $111,050,451 | +20% | 11.72% | ||
| 3. | MSFT | 218,264 | $91,828,030 | -17% | 9.69% | ||
| 4. | SCHW | 1,234,000 | $89,267,560 | 9.42% | |||
| 5. | AMAT | 430,500 | $88,782,015 | +101% | 9.37% |
