BGC
SN icon

Blue Grotto Capital’s SharkNinja SN Stock Holding History

Blue Grotto Capital’s Portfolio SN Stock Details SN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$101M Sell
662,928
-7,072
-1% -$847K 8.43% 1
2026
Q1 		$71M Sell
670,000
-35,556
-5% -$4.16M 8.18% 3
2025
Q4 		$79M Buy
705,556
+295,060
+72% +$29.1M 8.11% 1
2025
Q3 		$42.3M Buy
410,496
+160,316
+64% +$18.3M 4.91% 9
2025
Q2 		$24.8M Buy
+250,180
New +$21.6M 2.99% 16

Other funds holding SN

SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Blue Grotto Capital's SN Position: Q2 2026 in Review

Blue Grotto Capital reduced its SharkNinja (SN) stake by 1.1% in Q2 2026, selling an estimated $847K and leaving 662,928 shares worth $101M. The position accounts for 8.43% of the portfolio, ranked #1.

Blue Grotto Capital first reported a position in SN in Q2 2025 and has held it in 5 quarters since. 158 funds tracked by Wall St. Rank hold SN as of Q2 2026.

  • Blue Grotto Capital held 662,928 shares of SharkNinja worth $101M as of Q2 2026.
  • Blue Grotto Capital sold 7,072 SharkNinja shares in Q2 2026, an estimated $847K.
  • SharkNinja made up 8.43% of Blue Grotto Capital's portfolio in Q2 2026, its #1 holding.
  • Blue Grotto Capital first reported a position in SharkNinja in Q2 2025 and has held it in 5 quarters since.
  • 158 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Blue Grotto Capital's 13F filing for Q2 2026, filed 3 Aug 2026.