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Disclosed positions
Blue Grotto Capital, LLC: source evidence dated 2026-08-04T03:59:59.999Z.
- Issuer
- SHARKNINJA INC
- Ticker
- SN
- Class
- COM SHS
- Reported value
- $100,944,046
- Reported amount
- 662,928
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001315863-26-000563Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| SHARKNINJA INC | SN | COM SHS | $100,944,046 | 662,928 | SH | None |
| TALEN ENERGY CORP | TLN | COM | $100,301,850 | 261,026 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $88,191,897 | 184,668 | SH | None |
| CACI INTL INC | CACI | CL A | $79,094,234 | 170,734 | SH | None |
| RB GLOBAL INC | RBA | COM | $68,014,020 | 584,062 | SH | None |
| MKS INC. | MKSI | COM | $66,462,906 | 149,422 | SH | None |
| SEA LTD | SE | SPONSORD ADS | $57,726,362 | 602,383 | SH | None |
| REDDIT INC | RDDT | CL A | $46,980,989 | 270,659 | SH | None |
| VISA INC | V | COM CL A | $45,984,353 | 134,030 | SH | None |
| BROOKDALE SR LIVING INC | BKD | COM | $45,203,358 | 2,809,407 | SH | None |
| CDW CORP | CDW | COM | $44,391,891 | 315,642 | SH | None |
| CELSIUS HLDGS INC | CELH | COM NEW | $43,612,502 | 1,489,498 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $38,894,804 | 178,049 | SH | None |
| MICROSOFT CORP | MSFT | COM | $37,394,509 | 100,248 | SH | None |
| MAGNITE INC | MGNI | COM | $32,393,945 | 1,706,741 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $30,141,957 | 150,642 | SH | None |
| HASBRO INC | HAS | COM | $29,308,713 | 354,870 | SH | None |
| VERISIGN INC | VRSN | COM | $28,715,071 | 114,148 | SH | None |
| INTUIT | INTU | COM | $26,137,062 | 100,142 | SH | None |
| GRUPO CIBEST SA | CIB | SPON ADS | $25,561,050 | 321,806 | SH | None |
| TKO GROUP HOLDINGS INC | TKO | CL A | $24,157,200 | 120,000 | SH | None |
| AMAZON COM INC | AMZN | COM | $23,834,000 | 100,000 | SH | None |
| RALLIANT CORP | RAL | COM | $20,637,385 | 280,285 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $17,666,500 | 50,000 | SH | None |
| SOLAREDGE TECHNOLOGIES INC | SEDG | COM | $16,346,837 | 279,720 | SH | None |
| COMFORT SYS USA INC | FIX | COM | $15,855,600 | 8,000 | SH | None |
| GE HEALTHCARE TECHNOLOGIES I | GEHC | COMMON STOCK | $15,746,460 | 246,000 | SH | None |
| COLUMBUS MCKINNON CORP N Y | CMCO | COM | $15,236,969 | 1,007,070 | SH | None |
| VISTRA CORP | VST | COM | $13,053,663 | 82,290 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.