Here's how the holdings of Blue Whale Capital rank based on various metrics for quality and growth.
Which do you hold?
This is a list of 33 companies. I note their factsheet says they hold 28. So 5 of these companies are no longer held.
It's a odd to see such significant exposure to gambling ( $Evolution(EPM)$ , $Flutter Entertainment PLC(FLUT)$ , $DraftKings Inc.(DKNG)$ ), tobacco ( $Philip Morris(PM)$ ) and oil/gas ( $Canadian Natural Resources(CNQ)$ ).
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