Universe · entity
Blue Grotto Capital, LLC
Institutional manager (13F) · CIK 1764725
13F holdings · as of 2026-03-31 · top 21 · reported portfolio $868M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MKS INC. | $86M | 375,000 |
| 2 | CACI INTL INC | $80M | 146,200 |
| 3 | SHARKNINJA INC | $71M | 670,000 |
| 4 | TALEN ENERGY CORP | $70M | 220,000 |
| 5 | AKAMAI TECHNOLOGIES INC | $69M | 600,192 |
| 6 | NVIDIA CORPORATION | $61M | 350,000 |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | $59M | 175,113 |
| 8 | CAPITAL ONE FINL CORP | $51M | 281,013 |
| 9 | COMFORT SYS USA INC | $49M | 35,467 |
| 10 | CELSIUS HLDGS INC | $45M | 1,259,428 |
| 11 | RB GLOBAL INC | $43M | 450,000 |
| 12 | VISA INC | $40M | 130,726 |
| 13 | HASBRO INC | $28M | 300,000 |
| 14 | CDW CORP | $28M | 230,000 |
| 15 | TAKE-TWO INTERACTIVE SOFTWAR | $23M | 117,542 |
| 16 | MAGNITE INC | $16M | 1,328,782 |
| 17 | COLUMBUS MCKINNON CORP N Y | $14M | 981,073 |
| 18 | SOLAREDGE TECHNOLOGIES INC | $13M | 254,004 |
| 19 | SEA LTD | $12M | 144,192 |
| 20 | BIRKENSTOCK HOLDING PLC | $7M | 200,000 |
| 21 | BOOKING HOLDINGS INC | $3M | 17,000 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.