BLUE GROTTO CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MGNI | 1.55M | $33.73M |
 | TRIP | 1.30M | $21.14M |
 | CTRI | 1.00M | $21.18M |
 | PINS | 943K | $30.32M |
 | TWLO | 424K | $42.47M |
 | SN | 410K | $42.34M |
 | SE | 362K | $64.64M |
 | CRH | 359K | $43.07M |
 | CIB | 357K | $18.52M |
 | TREE | 356K | $23.05M |
 | TKO | 319K | $64.47M |
 | TRS | 309K | $11.93M |
 | AMZN | 255K | $55.95M |
 | CRS | 229K | $56.23M |
 | MKSI | 212K | $26.22M |
 | KEYS | 168K | $29.32M |
 | GNRC | 160K | $26.78M |
 | TSM | 141K | $39.41M |
 | CACI | 102K | $50.89M |
 | FIX | 96K | $78.89M |
Magnite, Inc.
MGNI
Shares Held
1.55M
Value
$33.73M
Tripadvisor, Inc.
TRIP
Shares Held
1.30M
Value
$21.14M
Centuri Holdings, Inc.
CTRI
Shares Held
1.00M
Value
$21.18M
Pinterest, Inc.
PINS
Shares Held
943K
Value
$30.32M
Twilio Inc.
TWLO
Shares Held
424K
Value
$42.47M
SharkNinja, Inc.
SN
Shares Held
410K
Value
$42.34M
Sea Limited
SE
Shares Held
362K
Value
$64.64M
CRH plc
CRH
Shares Held
359K
Value
$43.07M
Grupo Cibest S.A.
CIB
Shares Held
357K
Value
$18.52M
LendingTree, Inc.
TREE
Shares Held
356K
Value
$23.05M
TKO Group Holdings, Inc.
TKO
Shares Held
319K
Value
$64.47M
TriMas Corporation
TRS
Shares Held
309K
Value
$11.93M
Amazon.com, Inc.
AMZN
Shares Held
255K
Value
$55.95M
Carpenter Technology Corporation
CRS
Shares Held
229K
Value
$56.23M
MKS Inc.
MKSI
Shares Held
212K
Value
$26.22M
Keysight Technologies, Inc.
KEYS
Shares Held
168K
Value
$29.32M
Generac Holdings Inc.
GNRC
Shares Held
160K
Value
$26.78M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
141K
Value
$39.41M
CACI International Inc
CACI
Shares Held
102K
Value
$50.89M
Comfort Systems USA, Inc.
FIX
Shares Held
96K
Value
$78.89M