Blue Grotto Capital
$868M 13F equity value
32 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MKSI | MKS INC. | 375,000 | $86M | 9.9% |
| CACI | CACI INTL INC | 146,200 | $80M | 9.2% |
| SN | SHARKNINJA INC | 670,000 | $71M | 8.2% |
| TLN | TALEN ENERGY CORP | 220,000 | $70M | 8.1% |
| AKAM | AKAMAI TECHNOLOGIES INC | 600,192 | $69M | 7.9% |
| NVDA | NVIDIA CORPORATION | 350,000 | $61M | 7.0% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 175,113 | $59M | 6.8% |
| COF | CAPITAL ONE FINL CORP | 281,013 | $51M | 5.9% |
| FIX | COMFORT SYS USA INC | 35,467 | $49M | 5.6% |
| CELH | CELSIUS HLDGS INC | 1,259,428 | $45M | 5.2% |
Track Blue Grotto Capital's 13F portfolio: $868M in reported holdings, 32 positions. Top holdings and quarterly changes on SentiSense.
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