Since its inception in September 2017, the Blue Whale Growth Fund has been one of the best performing funds in the IA Global category. It is currently ranked 4th in the sector for performance and had produced annual returns of approx 9%.
The funds manager Stephen Yiu is charismatic and has made the claim that Fundsmith and Lindsell Train Global Equity Fund are the only true competitors to Blue Whale in the IA Global category. A very bold statement to make.
As an investor, I like to do research on funds that have an exceptional track record. Whilst the Blue Whale Growth fund is certainly young and does not have a long enough track record to provide proof of concept, I thought it would be interesting to see what stocks are held in the funds portfolio.
What Individual Stocks are held in the Blue Whale Portfolio?
Blue Whale, like most other funds, only gives its top 10 holdings at any one time. Thus, to find out the full portfolio of approx 26 is a tricky job as you need to delve into previous factsheets and writings to see the buys, sells, major contributors and major contractors. Having done this, I believe these are the stocks that currently make up a portion of the Blue Whale Growth Fund at 1 March 2019:
- Adobe Systems
- Sales force
- Smith & Nephew
- United Health Group
Some stocks that used to be in the Blue Whale fund are (Blue Whale Share Sells):
- Red Hat
- Electronic Arts
- Activison Blizzard
There you have it. The above are stocks that have been in the Blue Whale Growth Fund since inception in 2017. If you know any other stocks that have been in the fund or are still in the know, do let me know in the comments below and I will add to the main list above.
For people interested in a list of high quality stocks (across all market caps), please see the stock list section of this site.