Blue Grotto Capital, LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$426.4M

Holdings

24

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (24 positions)

#StockSharesValue% PortfolioType
1
AMZNAMAZON COM INC
184,385$00.00%
2
ROSTROSS STORES INC
70,000$00.00%
3
METAMETA PLATFORMS INC
102,834$00.00%
4
ARRYARRAY TECHNOLOGIES INC
631,252$00.00%
5
0C3ENDEAVOR GROUP HLDGS INC
861,528$00.00%
6
ACVAACV AUCTIONS INC
380,000$00.00%
7
SESEA LTD
200,000$00.00%
8
ESTCELASTIC N V
100,000$00.00%
9
AMDADVANCED MICRO DEVICES INC
100,000$00.00%
10
MITKMITEK SYS INC
3,653,160$00.00%
11
GOOGALPHABET INC
248,830$00.00%
12
THTARGET HOSPITALITY CORP
270,000$00.00%
13
VRTVERTIV HOLDINGS CO
1,006,342$00.00%
14
MATMATTEL INC
618,400$00.00%
15
EXPEEXPEDIA GROUP INC
101,882$00.00%
16
PRFTUSDPERFICIENT INC
297,028$00.00%
17
FCFRANKLIN COVEY CO
164,566$00.00%
18
PYPLPAYPAL HLDGS INC
400,979$00.00%
19
VRRMVERRA MOBILITY CORP
809,444$00.00%
20
PRSUVIAD CORP
884,680$00.00%
21
MANUMANCHESTER UTD PLC NEW
330,696$00.00%
22
CRCCANADIAN NAT RES LTD
359,983$00.00%
23
CA8ACACI INTL INC
86,109$00.00%
24
NWSANEWS CORP NEW
965,388$00.00%