Blue Grotto Capital, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Blue Grotto Capital, LLC held in its portfolio 24 assets valued at $973,114,289 (i.e. $973.11M).
The most valuable assets in the portfolio included: SHARKNINJA INC ($78.95M), MKS INC. ($66.40M), and SEA LTD ($65.06M).
The chart below shows the top 10 valuable assets, and the table below shows the top 24 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Blue Grotto Capital, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SHARKNINJA INC | 705556 | 78951717 | COM SHS |
| MKS INC. | 415500 | 66396901 | COM |
| SEA LTD | 510000 | 65060700 | SPONSORD ADS |
| TALEN ENERGY CORP | 160163 | 60035499 | COM |
| CRH PLC | 448209 | 55936483 | ORD |
| COMFORT SYS USA INC | 55601 | 51891858 | COM |
| CDW CORP | 379940 | 51747828 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 169896 | 51629696 | SPONSORED ADS |
| KEYSIGHT TECHNOLOGIES INC | 235455 | 47842101 | COM |
| CACI INTL INC | 88591 | 47202171 | CL A |
| AMAZON COM INC | 193250 | 44605965 | COM |
| ALPHABET INC | 135688 | 42578894 | CAP STK CL C |
| TWILIO INC | 298483 | 42456221 | CL A |
| MICROSOFT CORP | 84252 | 40745951 | COM |
| TKO GROUP HOLDINGS INC | 150000 | 31350000 | CL A |
| LENDINGTREE INC NEW | 584931 | 31053986 | COM |
| DIGITALBRIDGE GROUP INC | 2000000 | 30680000 | CL A NEW |
| MAGNITE INC | 1628782 | 26435132 | COM |
| GRUPO CIBEST SA | 382023 | 24300483 | SPON ADS |
| TRIPADVISOR INC | 1615000 | 23514399 | COM |
| HASBRO INC | 230000 | 18860000 | COM |
| TAKE-TWO INTERACTIVE SOFTWAR | 69626 | 17826345 | COM |
| BIRKENSTOCK HOLDING PLC | 326576 | 13356958 | COM SHS |
| SOLAREDGE TECHNOLOGIES INC | 300000 | 8655001 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.