Blue Grotto Capital, LLC — 13F holdings

Blue Grotto Capital, LLC reported 29 holdings worth $1.20B in its 13F filing for Q2 2026, filed August 3, 2026.

Largest positions

1. SN SHARKNINJA INC — $101M (8.4%)
2. TLN TALEN ENERGY CORP — $100M (8.4%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $88.2M (7.4%)
4. CACI CACI INTL INC — $79.1M (6.6%)
5. RBA RB GLOBAL INC — $68.0M (5.7%)
6. MKSI MKS INC. — $66.5M (5.5%)
7. SE SEA LTD — $57.7M (4.8%)
8. RDDT REDDIT INC — $47.0M (3.9%)
9. V VISA INC — $46.0M (3.8%)
10. BKD BROOKDALE SR LIVING INC — $45.2M (3.8%)