BLUE GROTTO CAPITAL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MGNI | 1.33M | $15.79M |
 | CELH | 1.26M | $44.68M |
 | CMCO | 981K | $14.25M |
 | SN | 670K | $70.95M |
 | AKAM | 600K | $68.93M |
 | RBA | 450K | $43.13M |
 | MKSI | 375K | $86.18M |
 | NVDA | 350K | $61.04M |
 | HAS | 300K | $28.08M |
 | COF | 281K | $51.27M |
 | SEDG | 254K | $12.97M |
 | CDW | 230K | $27.83M |
 | TLN | 220K | $70.23M |
 | BIRK | 200K | $7.17M |
 | TSM | 175K | $59.18M |
 | CACI | 146K | $79.51M |
 | SE | 144K | $11.94M |
 | V | 131K | $39.51M |
 | TTWO | 118K | $23.21M |
 | FIX | 35K | $48.91M |
Magnite, Inc.
MGNI
Shares Held
1.33M
Value
$15.79M
Celsius Holdings, Inc.
CELH
Shares Held
1.26M
Value
$44.68M
Columbus McKinnon Corporation
CMCO
Shares Held
981K
Value
$14.25M
SharkNinja, Inc.
SN
Shares Held
670K
Value
$70.95M
Akamai Technologies, Inc.
AKAM
Shares Held
600K
Value
$68.93M
RB Global, Inc.
RBA
Shares Held
450K
Value
$43.13M
MKS Inc.
MKSI
Shares Held
375K
Value
$86.18M
NVIDIA Corporation
NVDA
Shares Held
350K
Value
$61.04M
Hasbro, Inc.
HAS
Shares Held
300K
Value
$28.08M
Capital One Financial Corporation
COF
Shares Held
281K
Value
$51.27M
SolarEdge Technologies, Inc.
SEDG
Shares Held
254K
Value
$12.97M
CDW Corporation
CDW
Shares Held
230K
Value
$27.83M
Talen Energy Corporation
TLN
Shares Held
220K
Value
$70.23M
Birkenstock Holding plc
BIRK
Shares Held
200K
Value
$7.17M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
175K
Value
$59.18M
CACI International Inc
CACI
Shares Held
146K
Value
$79.51M
Sea Limited
SE
Shares Held
144K
Value
$11.94M
Visa Inc.
V
Shares Held
131K
Value
$39.51M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
118K
Value
$23.21M
Comfort Systems USA, Inc.
FIX
Shares Held
35K
Value
$48.91M