Blue Grotto Capital, LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$497K

Holdings

23

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (23 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
160,529$00.00%
2
APPAPPLOVIN CORP
251,752$00.00%
3
METAMETA PLATFORMS INC
76,800$00.00%
4
GNRCGENERAC HLDGS INC
100,000$00.00%
5
DESPDESPEGAR COM CORP
2,683,013$00.00%
6
LYVLIVE NATION ENTERTAINMENT IN
188,500$00.00%
7
CRSCARPENTER TECHNOLOGY CORP
100,000$00.00%
8
TKOTKO GROUP HOLDINGS INC
333,680$00.00%
9
NTNXNUTANIX INC
160,000$00.00%
10
SESEA LTD
634,227$00.00%
11
MITKMITEK SYS INC
3,172,011$00.00%
12
T77LENDINGTREE INC NEW
148,860$00.00%
13
GOOGALPHABET INC
60,000$00.00%
14
VRTVERTIV HOLDINGS CO
70,000$00.00%
15
NSYNICE LTD
197,100$00.00%
16
VRRMVERRA MOBILITY CORP
200,000$00.00%
17
RHCRH PLC
200,000$00.00%
18
VECOVEECO INSTRS INC DEL
369,512$00.00%
19
PRSUVIAD CORP
762,720$00.00%
20
CRCCANADIAN NAT RES LTD
605,148$00.00%
21
MKSIMKS INSTRS INC
95,000$00.00%
22
CA8ACACI INTL INC
62,208$00.00%
23
NWSANEWS CORP NEW
812,135$00.00%