Stock Taper 
BLUE GROTTO CAPITAL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Comfort Systems USA, Inc. | FIX | 8K | $15.86M |
 Alphabet Inc. | GOOG | 50K | $17.67M |
 Vistra Corp. | VST | 82.29K | $13.05M |
 Amazon.com, Inc. | AMZN | 100K | $23.83M |
 Intuit Inc. | INTU | 100.14K | $26.14M |
 Microsoft Corporation | MSFT | 100.25K | $37.39M |
 VeriSign, Inc. | VRSN | 114.15K | $28.72M |
 TKO Group Holdings, Inc. | TKO | 120K | $24.16M |
 Visa Inc. | V | 134.03K | $45.98M |
 MKS Inc. | MKSI | 149.42K | $66.46M |
 NVIDIA Corporation | NVDA | 150.64K | $30.14M |
 CACI International Inc | CACI | 170.73K | $79.09M |
 The Progressive Corporation | PGR | 178.05K | $38.89M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 184.67K | $88.19M |
 GE HealthCare Technologies Inc. | GEHC | 246K | $15.75M |
 Talen Energy Corporation | TLN | 261.03K | $100.3M |
 Reddit, Inc. | RDDT | 270.66K | $46.98M |
 SolarEdge Technologies, Inc. | SEDG | 279.72K | $16.35M |
 Ralliant Corp | RAL | 280.29K | $20.64M |
 CDW Corporation | CDW | 315.64K | $44.39M |