StockDriftsStockDriftsTop 26 Blue Whale Capital LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRCX | Lam Research Corp | 13.11% | 1.29M | $275.7M | -9.35%(-133.04K) | $75.14(+298.12%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 13.08% | 1.58M | $275.0M | +19.02%(+251.96K) | $75.25(+213.26%) | 2026-03-31 | |
| MSI | Motorola Solutions Inc | 7.86% | 380.8K | $165.3M | +438.95%(+310.14K) | $410.81(-2.79%) | 2026-03-31 | |
| LITE | Lumentum Holdings Inc | 7.09% | 212.1K | $149.0M | +52.27%(+72.79K) | $358.34(+179.57%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 6.57% | 408.7K | $138.1M | -0.50%(-2.07K) | $199.35(+109.54%) | 2026-03-31 | |
| AVGO | Broadcom Inc | 6.47% | 439.5K | $136.0M | +23.52%(+83.69K) | $178.71(+146.09%) | 2026-03-31 | |
| VRT | Vertiv Holdings Co | 5.44% | 456.3K | $114.3M | -49.23%(-442.54K) | $117.10(+221.30%) | 2026-03-31 | |
| HON | Honeywell International Inc | 4.62% | 429.6K | $97.1M | +152.35%(+259.33K) | $205.08(+6.16%) | 2026-03-31 | |
| NEM | Newmont Corp | 3.95% | 766.5K | $83.0M | -26.31%(-273.62K) | $83.79(+38.84%) | 2026-03-31 | |
| LLY | Eli Lilly & Co | 3.86% | 88.2K | $81.1M | +52.35%(+30.30K) | $945.77(+6.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +39.47% | +171.27% |
| Top 20 Holdings Unweighted | +30.84% | +124.01% |
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