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Blue Whale Capital’s Seagate STX Stock Holding History

Blue Whale Capital’s Portfolio STX Stock Details STX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.2M Sell
77,074
-71,200
-48% -$27.2M 1.44% 21
2025
Q4 		$40.8M Sell
148,274
-73,431
-33% -$19.1M 2.1% 17
2025
Q3 		$52.3M Buy
+221,705
New +$37.8M 2.89% 13

Other funds holding STX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Blue Whale Capital's STX Position: Q1 2026 in Review

Blue Whale Capital reduced its Seagate (STX) stake by 48% in Q1 2026, selling an estimated $27.2M and leaving 77,074 shares worth $30.2M. The position accounts for 1.44% of the portfolio, ranked #21.

Blue Whale Capital first reported a position in STX in Q3 2025 and has held it in 3 quarters since. The position peaked at $52.3M in Q3 2025. 1,455 funds tracked by Wall St. Rank hold STX as of Q1 2026.

  • Blue Whale Capital held 77,074 shares of Seagate worth $30.2M as of Q1 2026.
  • Blue Whale Capital sold 71,200 Seagate shares in Q1 2026, an estimated $27.2M.
  • Seagate made up 1.44% of Blue Whale Capital's portfolio in Q1 2026, its #21 holding.
  • Blue Whale Capital first reported a position in Seagate in Q3 2025 and has held it in 3 quarters since.
  • Blue Whale Capital's Seagate position peaked at $52.3M in Q3 2025.
  • 1,455 funds tracked by Wall St. Rank held Seagate as of Q1 2026.

Based on Blue Whale Capital's 13F filing for Q1 2026, filed 14 May 2026.