13F filer · graded

Blue Whale Capital LLP

#15 of 161

rank in today's book

91th

percentile

67.9%

niche skew

6

names held

Recent disclosed buys

Early or late at disclosure, and where each name sits today.

AMAT2026-08-13— at buyConsensus now
GOOGL2026-05-14— at buyCrowded now
FICO2026-05-14— at buyFading now
•••2026-02-13— at buyEarly Conviction now
LLY2026-02-13Early Conviction at buyConsensus now+23.9%
STX2025-11-13— at buyFading now

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As of 2026-10-28. From mandatory 13F disclosures. Filings lag reality by up to 45 days. Evidence, not advice.

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