Blue Grotto Capital, LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$862.3B
Holdings
26
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FIXCOMFORT SYS USA INC | 95,607 | $78.9B | 9.15% | |
| 2 | SESEA LTD | 361,664 | $64.6B | 7.50% | |
| 3 | TKOTKO GROUP HOLDINGS INC | 319,202 | $64.5B | 7.48% | |
| 4 | CRSCARPENTER TECHNOLOGY CORP | 229,025 | $56.2B | 6.52% | |
| 5 | AMZNAMAZON COM INC | 254,815 | $55.9B | 6.49% | |
| 6 | CA8ACACI INTL INC | 102,028 | $50.9B | 5.90% | |
| 7 | RHCRH PLC | 359,207 | $43.1B | 4.99% | |
| 8 | TWLOTWILIO INC | 424,361 | $42.5B | 4.93% | |
| 9 | SNSHARKNINJA INC | 410,496 | $42.3B | 4.91% | |
| 10 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 141,102 | $39.4B | 4.57% | |
| 11 | MGNIMAGNITE INC | 1,548,796 | $33.7B | 3.91% | |
| 12 | PINSPINTEREST INC | 942,554 | $30.3B | 3.52% | |
| 13 | KEYSKEYSIGHT TECHNOLOGIES INC | 167,637 | $29.3B | 3.40% | |
| 14 | GNRCGENERAC HLDGS INC | 160,000 | $26.8B | 3.11% | |
| 15 | MKSIMKS INC. | 211,848 | $26.2B | 3.04% | |
| 16 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 93,928 | $24.3B | 2.81% | |
| 17 | T77LENDINGTREE INC NEW | 356,073 | $23.0B | 2.67% | |
| 18 | CTRICENTURI HOLDINGS INC | 1,000,431 | $21.2B | 2.46% | |
| 19 | TRIPTRIPADVISOR INC | 1,300,000 | $21.1B | 2.45% | |
| 20 | CIB1NGRUPO CIBEST SA | 356,557 | $18.5B | 2.15% | |
| 21 | METAMETA PLATFORMS INC | 18,851 | $13.8B | 1.61% | |
| 22 | VVISA INC | 39,618 | $13.5B | 1.57% | |
| 23 | TRSTRIMAS CORP | 308,622 | $11.9B | 1.38% | |
| 24 | GOOGALPHABET INC | 47,775 | $11.6B | 1.35% | |
| 25 | AMDADVANCED MICRO DEVICES INC | 70,000 | $11.3B | 1.31% | |
| 26 | ARWARROW ELECTRS INC | 59,413 | $7.2B | 0.83% |