Blue Grotto Capital, LLC: 13F holdings
CIK 17647252026Q2
| Positions | 29 |
|---|
| Reported value | $1.2bn |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 29 (+8 vs prior quarter) |
|---|
| Reported value | $1.2bn (+27.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SHARKNINJA INC | 662,928 | $100.9m | 8.4% |
| TLN TALEN ENERGY CORP | 261,026 | $100.3m | 8.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 184,668 | $88.2m | 7.4% |
| CACI CACI INTL INC | 170,734 | $79.1m | 6.6% |
| RBA RB GLOBAL INC | 584,062 | $68.0m | 5.7% |
| MKSI MKS INC. | 149,422 | $66.5m | 5.5% |
| SE SEA LTD | 602,383 | $57.7m | 4.8% |
| RDDT REDDIT INC | 270,659 | $47.0m | 3.9% |
| V VISA INC | 134,030 | $46.0m | 3.8% |
| BKD BROOKDALE SR LIVING INC | 2,809,407 | $45.2m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1764725")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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