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Blue Grotto Capital, LLC 13F holdings

Filed 2026-08-03 · Blue Grotto Capital, LLC · 29 positions · $1.2B

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TickerCompanySharesValue% of portfolio
—SHARKNINJA INC662.9K$100.9M8.4%
TLNTALEN ENERGY CORP261.0K$100.3M8.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC184.7K$88.2M7.4%
CACICACI INTL INC170.7K$79.1M6.6%
RBARB GLOBAL INC584.1K$68.0M5.7%
MKSIMKS INC.149.4K$66.5M5.5%
SESEA LTD602.4K$57.7M4.8%
RDDTREDDIT INC270.7K$47.0M3.9%
VVISA INC134.0K$46.0M3.8%
BKDBROOKDALE SR LIVING INC2.8M$45.2M3.8%
CDWCDW CORP315.6K$44.4M3.7%
CELHCELSIUS HLDGS INC1.5M$43.6M3.6%
PGRPROGRESSIVE CORP178.0K$38.9M3.2%
MSFTMICROSOFT CORP100.2K$37.4M3.1%
MGNIMAGNITE INC1.7M$32.4M2.7%
NVDANVIDIA CORPORATION150.6K$30.1M2.5%
HASHASBRO INC354.9K$29.3M2.4%
VRSNVERISIGN INC114.1K$28.7M2.4%
ISRGINTUIT100.1K$26.1M2.2%
CIBGRUPO CIBEST SA321.8K$25.6M2.1%
TKOTKO GROUP HOLDINGS INC120.0K$24.2M2.0%
AMZNAMAZON COM INC100.0K$23.8M2.0%
RALRALLIANT CORP280.3K$20.6M1.7%
GOOGALPHABET INC50.0K$17.7M1.5%
SEDGSOLAREDGE TECHNOLOGIES INC279.7K$16.3M1.4%
FIXCOMFORT SYS USA INC8.0K$15.9M1.3%
GEHCGE HEALTHCARE TECHNOLOGIES I246.0K$15.7M1.3%
CMCOCOLUMBUS MCKINNON CORP N Y1.0M$15.2M1.3%
VSTVISTRA CORP82.3K$13.1M1.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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