Notify me when Blue Grotto Capital, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 24 | $973,114,289 | +$389,444,498 | -$310,525,050 | +$78,919,448 | SN, MKSI, SE, TLN, CRH | 13F-HR | 13 Feb 2026, 17:36 |
| Q3 2025 | 26 | $862,345,923 | +$216,037,149 | -$262,790,385 | -$46,753,236 | FIX, SE, TKO, CRS, AMZN | 13F-HR | 13 Nov 2025, 16:20 |
| Q2 2025 | 26 | $828,517,252 | +$388,246,238 | -$180,600,980 | +$207,645,258 | SE, FIX, TKO, AMZN, TWLO | 13F-HR | 14 Aug 2025, 13:32 |
| Q1 2025 | 26 | $523,746,151 | +$149,390,547 | -$184,326,946 | -$34,936,399 | CRS, SE, TKO, AMZN, FIX | 13F-HR | 14 May 2025, 12:44 |
| Q4 2024 | 27 | $547,239,023 | +$140,760,187 | -$199,403,669 | -$58,643,482 | CRS, SE, TKO, DESP, AMZN | 13F-HR | 11 Feb 2025, 18:07 |
| Q3 2024 | 25 | $538,493,830 | +$189,081,613 | -$195,103,640 | -$6,022,027 | CRS, VRT, AMZN, TKO, CACI | 13F-HR | 14 Nov 2024, 14:07 |
| Q2 2024 | 23 | $497,809,378 | +$115,069,108 | -$121,081,364 | -$6,012,256 | SE, META, TKO, DESP, MITK | 13F-HR | 13 Aug 2024, 15:26 |
| Q1 2024 | 25 | $492,770,225 | +$203,415,331 | -$237,755,184 | -$34,339,853 | MITK, SE, GOOG, NICE, APP | 13F-HR | 14 May 2024, 12:31 |
| Q4 2023 | 25 | $456,688,450 | +$92,295,165 | -$121,991,844 | -$29,696,679 | MITK, META, VRT, CACI, VVI | 13F-HR | 14 Feb 2024, 14:16 |
| Q3 2023 | 24 | $426,379,686 | +$136,408,295 | -$118,429,892 | +$17,978,403 | MITK, VRT, GOOG, META, CACI | 13F-HR | 13 Nov 2023, 19:26 |
| Q2 2023 | 19 | $419,721,997 | +$95,755,529 | -$123,803,259 | -$28,047,730 | MITK, PRFT, VRT, EXPE, CACI | 13F-HR | 09 Aug 2023, 15:23 |
| Q1 2023 | 20 | $398,600,818 | +$83,219,982 | -$126,680,060 | -$43,460,078 | PRFT, MITK, AMD, PYPL, VVI | 13F-HR | 15 May 2023, 13:32 |
| Q4 2022 | 18 | $414,659,855 | +$118,849,869 | -$109,816,278 | +$9,033,591 | PRFT, VRRM, MITK, VVI, IQV | 13F-HR | 07 Feb 2023, 17:35 |
| Q3 2022 | 19 | $386,927,000 | +$128,913,540 | -$110,923,484 | +$17,990,056 | VRRM, PRFT, VVI, MITK, IQV | 13F-HR | 14 Nov 2022, 13:11 |
| Q2 2022 | 18 | $389,135,000 | +$100,277,986 | -$114,793,627 | -$14,515,641 | PRFT, VRRM, IQV, SPB, MITK | 13F-HR | 15 Aug 2022, 12:35 |
| Q1 2022 | 20 | $468,926,000 | +$179,553,799 | -$105,748,632 | +$73,805,167 | NWSA, PRFT, MITK, GOOGL, SSNC | 13F-HR | 13 May 2022, 17:01 |
| Q4 2021 | 20 | $427,579,000 | +$128,913,577 | -$83,412,602 | +$45,500,975 | MITK, SPB, NWSA, SSNC, VVI | 13F-HR | 11 Feb 2022, 16:32 |
| Q3 2021 | 22 | $375,335,000 | +$100,492,919 | -$40,705,057 | +$59,787,862 | SPB, PRFT, MITK, VVI, NWSA | 13F-HR | 12 Nov 2021, 14:55 |
| Q2 2021 | 18 | $310,644,000 | +$74,759,404 | -$59,109,290 | +$15,650,114 | PRFT, SPB, MITK, VVI, IBP | 13F-HR | 16 Aug 2021, 12:26 |
| Q1 2021 | 18 | $270,947,000 | +$69,999,653 | -$76,595,193 | -$6,595,540 | PRFT, SPB, AMAT, MITK, MCHP | 13F-HR | 17 May 2021, 10:51 |
| Q4 2020 | 24 | $260,583,000 | +$77,200,996 | -$63,816,925 | +$13,384,071 | MITK, SPB, PRFT, EAT, SSNC | 13F-HR | 16 Feb 2021, 10:10 |
| Q3 2020 | 21 | $203,230,000 | +$96,295,798 | -$61,648,840 | +$34,646,958 | MITK, PRFT, SPB, SSNC, IAC | 13F-HR | 16 Nov 2020, 11:30 |
| Q2 2020 | 24 | $156,332,000 | +$46,724,606 | -$67,491,702 | -$20,767,096 | MITK, SSNC, SWCH, ZNGA, NOMD | 13F-HR | 14 Aug 2020, 09:53 |
| Q1 2020 | 29 | $136,123,000 | +$74,653,966 | -$53,766,234 | +$20,887,732 | MITK, SSNC, NOMD, SWCH, ZNGA | 13F-HR | 15 May 2020, 13:48 |
| Q4 2019 | 20 | $127,334,000 | $0 | $0 | $0 | SSNC, UPLD, YNDX, OUT, NOMD | 13F-HR | 14 Feb 2020, 15:38 |