Blue Grotto Capital, LLC - Q42025 Holdings

Blue Grotto Capital, LLC holds 24 stocks with a total portfolio value of $ 973.11M as of Q42025. In Q42025, Blue Grotto Capital, LLC added 7 new positions, increased stakes in 11 stocks, reduced 6 holdings, and fully exited 9 positions. The largest holding is Sharkninja Inc (SN), representing 8.11% of the total portfolio.