BLUE GROTTO CAPITAL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DBRG | 2.00M | $30.68M |
 | MGNI | 1.63M | $26.44M |
 | TRIP | 1.61M | $23.51M |
 | SN | 706K | $78.95M |
 | TREE | 585K | $31.05M |
 | SE | 510K | $65.06M |
 | CRH | 448K | $55.94M |
 | MKSI | 416K | $66.40M |
 | CIB | 382K | $24.30M |
 | CDW | 380K | $51.75M |
 | BIRK | 327K | $13.36M |
 | SEDG | 300K | $8.66M |
 | TWLO | 298K | $42.46M |
 | KEYS | 235K | $47.84M |
 | HAS | 230K | $18.86M |
 | AMZN | 193K | $44.61M |
 | TSM | 170K | $51.63M |
 | TLN | 160K | $60.04M |
 | TKO | 150K | $31.35M |
 | GOOG | 136K | $42.58M |
DigitalBridge Group, Inc.
DBRG
Shares Held
2.00M
Value
$30.68M
Magnite, Inc.
MGNI
Shares Held
1.63M
Value
$26.44M
Tripadvisor, Inc.
TRIP
Shares Held
1.61M
Value
$23.51M
SharkNinja, Inc.
SN
Shares Held
706K
Value
$78.95M
LendingTree, Inc.
TREE
Shares Held
585K
Value
$31.05M
Sea Limited
SE
Shares Held
510K
Value
$65.06M
CRH plc
CRH
Shares Held
448K
Value
$55.94M
MKS Inc.
MKSI
Shares Held
416K
Value
$66.40M
Grupo Cibest S.A.
CIB
Shares Held
382K
Value
$24.30M
CDW Corporation
CDW
Shares Held
380K
Value
$51.75M
Birkenstock Holding plc
BIRK
Shares Held
327K
Value
$13.36M
SolarEdge Technologies, Inc.
SEDG
Shares Held
300K
Value
$8.66M
Twilio Inc.
TWLO
Shares Held
298K
Value
$42.46M
Keysight Technologies, Inc.
KEYS
Shares Held
235K
Value
$47.84M
Hasbro, Inc.
HAS
Shares Held
230K
Value
$18.86M
Amazon.com, Inc.
AMZN
Shares Held
193K
Value
$44.61M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
170K
Value
$51.63M
Talen Energy Corporation
TLN
Shares Held
160K
Value
$60.04M
TKO Group Holdings, Inc.
TKO
Shares Held
150K
Value
$31.35M
Alphabet Inc.
GOOG
Shares Held
136K
Value
$42.58M