Blue Whale Capital LLP Purchases and Sells in Q3 2025

Blue Whale Capital LLP

$1.37 Billion
Q3 2025

Top Buys

Incresed Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSM	193K + 36.9%	$224.68 - $282.71 $43.5M - $54.7M	718K $200M
UBER	146K + 17.17%	$86.91 - $99.57 $12.7M - $14.5M	994K $97.4M
VRT	183K + 35.97%	N/A	692K $60M
FLUTTER ENTERTAINMENT PLC	155K + 73.2%	N/A	367K $0
MILLROSE PPTYS INC	1.07M + 89.08%	N/A	2.27M $0
APO	7.9K + 1.16%	$131.55 - $156.05 $1.04M - $1.23M	689K $91.9M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STX	222K New	$142.01 - $236.06 $31.5M - $52.3M	222K $52.3M
APP	61.5K New	$335.1 - $718.54 $20.6M - $44.2M	61.5K $44.2M
NEM	415K New	$57.35 - $85.25 $23.8M - $35.4M	415K $35M
COF	140K New	$207.29 - $229.74 $29M - $32.2M	140K $29.7M
IBKR	316K New	$56.32 - $68.81 $17.8M - $21.7M	316K $21.7M

Top Sells

Reduced Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	-232K - 38.9%	$264.74 - $369.57 $61.4M - $85.7M	364K $120M
SCHW	-275K - 61.87%	$91.03 - $98.69 $25.1M - $27.2M	170K $16.2M
UNH	-73.3K - 70.19%	$237.77 - $353.61 $17.4M - $25.9M	31.1K $10.7M
PM	-26.5K - 5.05%	$157.77 - $183.27 $4.18M - $4.86M	498K $80.8M
DHR	-59.6K - 14.99%	$181.46 - $212.2 $10.8M - $12.6M	338K $67M
ORCL	-96K - 36.37%	$218.96 - $328.33 $21M - $31.5M	168K $47.2M

Activity Summary All Purchases 11 New Holdings 5 Increased Positions 6 All Sells 12 Reductions 12 Sold out 0 Calls 0 Puts 0

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