Blue Grotto Capital
$1.2B 13F equity value
34 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Blue Grotto Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SN | SHARKNINJA INC | 662,928 | $101M | 8.4% |
| TLN | TALEN ENERGY CORP | 261,026 | $100M | 8.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 184,668 | $88M | 7.4% |
| CACI | CACI INTL INC | 170,734 | $79M | 6.6% |
| RBA | RB GLOBAL INC | 584,062 | $68M | 5.7% |
| MKSI | MKS INC. | 149,422 | $66M | 5.5% |
| SE | SEA LTD | 602,383 | $58M | 4.8% |
| RDDT | REDDIT INC | 270,659 | $47M | 3.9% |
| V | VISA INC | 134,030 | $46M | 3.8% |
| BKD | BROOKDALE SR LIVING INC | 2,809,407 | $45M | 3.8% |
Track Blue Grotto Capital's 13F portfolio: $1.2B in reported holdings, 34 positions. Top holdings and quarterly changes on SentiSense.
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