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Blue Grotto Capital, LLC · 13F 持仓分析
期权收益计算器 机构排行

Blue Grotto Capital, LLC

No.2453 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.98亿
环比变动 Q1 2026
+$3.30亿+38.1%
持仓股票数
29
新买入
13
加仓
12
减仓
4
清仓
5
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
EAST WEST BANCORPEWBC
8.43%8.18%$1.01亿66.3万股$7,095.3万67.0万股-7,072股-1.06%减仓
TTALEN ENERGYTLN
8.37%8.09%$1.00亿26.1万股$7,023.1万22.0万股+4.1万股+18.65%加仓
台积电TSM
7.36%6.82%$8,819.2万18.5万股$5,917.9万17.5万股+9,555股+5.46%加仓
CCACI国际CACI
6.6%9.16%$7,909.4万17.1万股$7,951.4万14.6万股+2.5万股+16.78%加仓
RRB GLOBALRBA
5.68%4.97%$6,801.4万58.4万股$4,313.3万45.0万股+13.4万股+29.79%加仓
MMKSMKSI
5.55%9.93%$6,646.3万14.9万股$8,617.9万37.5万股-22.6万股-60.15%减仓
SSEA SPONSORD ADSSE
4.82%1.38%$5,772.6万60.2万股$1,194.1万14.4万股+45.8万股+317.76%加仓
REDDIT CL ARDDT
3.92%$4,698.1万27.1万股$00股+27.1万股新买入
VisaV
3.84%4.55%$4,598.4万13.4万股$3,951.1万13.1万股+3,304股+2.53%加仓
BBROOKDALE SR LIVINGBKD
3.77%$4,520.3万280.9万股$00股+280.9万股新买入
CDWCDW
3.71%3.21%$4,439.2万31.6万股$2,783.5万23.0万股+8.6万股+37.24%加仓
CELSIUSCELH
3.64%5.15%$4,361.3万148.9万股$4,468.5万125.9万股+23.0万股+18.27%加仓
PROGRESSIVEPGR
3.25%$3,889.5万17.8万股$00股+17.8万股新买入
微软MSFT
3.12%$3,739.5万10.0万股$00股+10.0万股新买入
MMAGNITEMGNI
2.7%1.82%$3,239.4万170.7万股$1,578.6万132.9万股+37.8万股+28.44%加仓
英伟达NVDA
2.52%7.04%$3,014.2万15.1万股$6,104.0万35.0万股-19.9万股-56.96%减仓
HHASBROHAS
2.45%3.24%$2,930.9万35.5万股$2,808.0万30.0万股+5.5万股+18.29%加仓
威瑞信VRSN
2.4%$2,871.5万11.4万股$00股+11.4万股新买入
财捷INTU
2.18%$2,613.7万10.0万股$00股+10.0万股新买入
GGRUPO CIBESTCIB
2.13%$2,556.1万32.2万股$00股+32.2万股新买入
TKO GROUP HLDGS INC CLASS ATKO
2.02%$2,415.7万12.0万股$00股+12.0万股新买入
亚马逊AMZN
1.99%$2,383.4万10.0万股$00股+10.0万股新买入
RRALLIANT CORP COMRAL
1.72%$2,063.7万28.0万股$00股+28.0万股新买入
AAlphabet Inc Class CGOOG
1.47%$1,766.7万5.0万股$00股+5.0万股新买入
SSOLAREDGE TECHNOLOGIESSEDG
1.36%1.49%$1,634.7万28.0万股$1,296.7万25.4万股+2.6万股+10.12%加仓
CCOMFORT SYS USAFIX
1.32%5.64%$1,585.6万8,000股$4,890.9万3.5万股-2.7万股-77.44%减仓
GGE医疗GEHC
1.31%$1,574.6万24.6万股$00股+24.6万股新买入
CCOLUMBUS MCKINNON CORP N Y COMCMCO
1.27%1.64%$1,523.7万100.7万股$1,425.5万98.1万股+2.6万股+2.65%加仓
VistraVST
1.09%$1,305.4万8.2万股$00股+8.2万股新买入

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