Hedge Fund - Blue Whale Capital

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No. Security Ticker Shares Value Activity % Port History
1. NVDA 1,264,528 $199,782,779 -13% 13.08%
2. LRCX 1,879,528 $182,953,256 +2% 11.98%
3. AVGO 596,017 $164,292,086 -4% 10.75%
4. TSM 524,270 $118,741,912 +12% 7.77%
5. APO 681,533 $96,689,087 +10% 6.33%