Holdings
Blue Grotto Capital, LLC
As of Jun 30, 2026, Blue Grotto Capital, LLC reported 28 positions worth US$1.14B. Largest: Sharkninja, Inc., Talen Energy Corporation and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sharkninja, Inc. | 663K | US$101M | −7,072 | Jun 30, 2026 |
| Talen Energy Corporation | 261K | US$100M | +41,026 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 185K | US$88.2M | +9,555 | Jun 30, 2026 |
| Caci International, Inc. | 171K | US$79.1M | +24,534 | Jun 30, 2026 |
| Rb Global, Inc. | 584K | US$68M | +134K | Jun 30, 2026 |
| Mks Inc. | 149K | US$66.5M | −226K | Jun 30, 2026 |
| Reddit, Inc. | 271K | US$47M | new | Jun 30, 2026 |
| Visa Inc. | 134K | US$46M | +3,304 | Jun 30, 2026 |
| Brookdale Senior Living Inc. | 2.81M | US$45.2M | new | Jun 30, 2026 |
| Cdw Corporation | 316K | US$44.4M | +85,642 | Jun 30, 2026 |