Hedge Fund - Blue Whale Capital

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No. Security Ticker Shares Value Activity % Port History
1. LRCX 1,290,589 $275,747,246 -10% 13.11%
2. NVDA 1,576,824 $274,998,106 +20% 13.08%
3. MSI 380,790 $165,251,436 +439% 7.86%
4. LITE 212,056 $149,024,475 +53% 7.09%
5. TSM 408,679 $138,113,068 -1% 6.57%