You're signed outSign in or to get full access.
Blue Grotto Capital, LLC
Blue Grotto Capital, LLC is a US-based investment adviser headquartered in Atlanta, Georgia. Founded in 2018 by Benjamin Gordon, the firm specializes in asset management, focusing primarily on public equity investments. It serves institutional and high-net-worth individual clients, and manages a concentrated portfolio of US public equities. The firm employs a lean team and is registered with the SEC as an investment adviser, with the latest reporting showing strong activity in equity markets.
Investment Strategy
Blue Grotto Capital follows a fundamentally-driven, research-intensive investment approach, building concentrated positions in public equities. The firm seeks value and growth opportunities by identifying companies with strong fundamentals, competitive advantages, and attractive risk-reward profiles. Investment selection emphasizes extensive due diligence and a long-term perspective, with the majority of capital allocated to high-conviction holdings across various industry sectors, including industrials, technology, and consumer discretionary. Blue Grotto’s philosophy prioritizes capital preservation and alpha generation through disciplined portfolio management.
Latest 13F Filing Activity
Blue Grotto Capital, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 26 equity positions with a total 13F market value of $829M. The fund increased holdings in Comfort SYS USA Inc., Taiwan Semiconductor MFG LTD, Sea LTD among other positions. Blue Grotto Capital, LLC reduced exposure to Beacon Roofing Supply Inc., Nutanix Inc., Micron Technology Inc. among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SE | SEA LTD | 9.14% | $75.7M | 473,500 | $91.38 | $159.94 | +$34.0M |
F FIX | COMFORT SYS USA INC | 8.66% | $71.8M | 133,817 | $404.64 | $536.21 | +$39.5M |
T TKO | TKO GROUP HOLDINGS INC | 7.63% | $63.2M | 347,556 | $113.65 | $181.95 | +$23.5M |
A AMZN | AMAZON COM INC | 6.95% | $57.5M | 262,308 | $178.06 | $219.39 | +$19.5M |
T TWLO | TWILIO INC | 6.43% | $53.3M | 428,352 | $111.39 | $124.36 | +$32.7M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
A Alex D. | Analyst (L and S tech) | New York, NY , United States | |
J Jeffrey Lichy | Analyst | Miami, FL , United States | |
L Lauren Puglisi | Equity Analyst | Atlanta, GA , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more