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Simon Enoch

Blue Whale Capital Llp

Assets Managed
$2.103B
Holdings
26
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
7.92%(2Q avg: 7.85%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Blue Whale Capital Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

Assets under management

The assets under management (AUM) of Blue Whale Capital Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.103B in assets, with a quarterly growth rate of 7.92% and a 2-quarter average growth rate of 7.85%. The portfolio is managed by Simon Enoch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
LRCX
Lam Research Corp
Recent Activity
Decreased -9.34%
13.12%
$275.747M
1.291M shares@ $213.67 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 19.02%
13.08%
$274.998M
1.577M shares@ $174.41 avg price
MSI
Motorola Solutions Inc
Recent Activity
Increased 438.96%
7.86%
$165.251M
380,790 shares@ $433.97 avg price
LITE
Lumentum Holdings Inc
Recent Activity
Increased 52.27%
7.09%
$149.024M
212,056 shares@ $702.77 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -0.5%
6.57%
$138.113M
408,679 shares@ $337.95 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 23.53%
6.47%
$136.025M
439,486 shares@ $309.52 avg price
VRT
Vertiv Holdings Co-a
Recent Activity
Decreased -49.23%
5.44%
$114.342M
456,308 shares@ $250.59 avg price
HON
Honeywell International Inc
Recent Activity
Increased 152.35%
4.62%
$97.091M
429,551 shares@ $226.04 avg price
NEM
Newmont Corp
Recent Activity
Decreased -26.3%
3.95%
$82.97M
766,471 shares@ $108.26 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 52.36%
3.86%
$81.103M
88,178 shares@ $919.77 avg price

1-10 of 26