Blue Grotto Capital, LLC Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$398.6M

Holdings

20

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (20 positions)

#StockSharesValue% PortfolioType
1
METAMETA PLATFORMS INC
51,114$00.00%
2
0C3ENDEAVOR GROUP HLDGS INC
935,187$00.00%
3
IQVIQVIA HLDGS INC
36,431$00.00%
4
ACVAACV AUCTIONS INC
1,806,073$00.00%
5
AMDADVANCED MICRO DEVICES INC
344,118$00.00%
6
MITKMITEK SYS INC
4,130,533$00.00%
7
ABGAMERISOURCEBERGEN CORP
117,876$00.00%
8
VRTVERTIV HOLDINGS CO
339,010$00.00%
9
EXPEEXPEDIA GROUP INC
213,902$00.00%
10
PRFTUSDPERFICIENT INC
638,523$00.00%
11
FCFRANKLIN COVEY CO
332,511$00.00%
12
AWMSKYWORKS SOLUTIONS INC
146,977$00.00%
13
OKTAOKTA INC
195,264$00.00%
14
PYPLPAYPAL HLDGS INC
416,181$00.00%
15
VRRMVERRA MOBILITY CORP
977,686$00.00%
16
PRSUVIAD CORP
1,395,717$00.00%
17
CNHICNH INDL N V
647,922$00.00%
18
CRCCANADIAN NAT RES LTD
161,852$00.00%
19
CA8ACACI INTL INC
32,936$00.00%
20
NWSANEWS CORP NEW
1,047,907$00.00%