Blue Grotto Capital, LLC - Q12026 Holdings

Blue Grotto Capital, LLC holds 21 stocks with a total portfolio value of $ 867.64M as of Q12026. In Q12026, Blue Grotto Capital, LLC added 8 new positions, increased stakes in 5 stocks, reduced 8 holdings, and fully exited 11 positions. The largest holding is Mks Inc. (MKSI), representing 9.93% of the total portfolio.