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. | LRCX | 1,017,021 | $440,705,710 | -22% | 13.98% | ||
| 2. | AMAT | 599,538 | $433,465,974 | NEW | 13.75% | ||
| 3. | NVDA | 1,624,430 | $325,032,199 | +4% | 10.31% | ||
| 4. | SNDK | 97,653 | $222,036,556 | -15% | 7.05% | ||
| 5. | AVGO | 530,478 | $200,388,065 | +21% | 6.36% |
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