Blue Whale Capital’s QXO Inc QXO Stock Holding History

Blue Whale Capital’s Portfolio QXO Stock Details QXO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$83.2M	Buy	4,814,003 +2,970,269	+161%	+$55.3M	2.64%	13
2026 Q1	$35.8M	Buy	+1,843,734	New	+$42.2M	1.7%	17

Other funds holding QXO

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Affinity Partners Sunny Isles Beach, Florida $565M AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Blue Whale Capital's QXO Position: Q2 2026 in Review

Blue Whale Capital increased its QXO Inc (QXO) stake by 161% in Q2 2026, buying an estimated $55.3M and bringing the position to 4,814,003 shares worth $83.2M. The position accounts for 2.64% of the portfolio, ranked #13.

Blue Whale Capital first reported a position in QXO in Q1 2026 and has held it in 2 quarters since. 642 funds tracked by Wall St. Rank hold QXO as of Q2 2026.

Blue Whale Capital held 4,814,003 shares of QXO Inc worth $83.2M as of Q2 2026.
Blue Whale Capital bought 2,970,269 QXO Inc shares in Q2 2026, an estimated $55.3M.
QXO Inc made up 2.64% of Blue Whale Capital's portfolio in Q2 2026, its #13 holding.
Blue Whale Capital first reported a position in QXO Inc in Q1 2026 and has held it in 2 quarters since.
642 funds tracked by Wall St. Rank held QXO Inc as of Q2 2026.

Based on Blue Whale Capital's 13F filing for Q2 2026, filed 13 Aug 2026.