Blue Grotto Capital, LLC - Q22026 Holdings

Blue Grotto Capital, LLC holds 29 stocks with a total portfolio value of $ 1.2B as of Q22026. In Q22026, Blue Grotto Capital, LLC added 13 new positions, increased stakes in 12 stocks, reduced 4 holdings, and fully exited 5 positions. The largest holding is Sharkninja Inc (SN), representing 8.43% of the total portfolio.