Hedge Fund - Blue Whale Capital

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No. Security Ticker Shares Value Activity % Port History
1. NVDA 1,226,083 $228,762,566 -4% 12.65%
2. LRCX 1,701,496 $227,830,314 -10% 12.6%
3. TSM 717,700 $200,446,433 +37% 11.09%
4. AVGO 364,180 $120,146,624 -39% 6.65%
5. VRT 692,019 $104,397,986 +36% 5.77%