Blue Grotto Capital, LLC Q2 2023 Filing

Filed August 9, 2023

Portfolio Value

$419.7M

Holdings

19

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (19 positions)

#StockSharesValue% PortfolioType
1
METAMETA PLATFORMS INC
43,769$00.00%
2
0C3ENDEAVOR GROUP HLDGS INC
721,977$00.00%
3
LVSLAS VEGAS SANDS CORP
173,376$00.00%
4
ACVAACV AUCTIONS INC
716,848$00.00%
5
SESEA LTD
270,000$00.00%
6
AMDADVANCED MICRO DEVICES INC
169,902$00.00%
7
MITKMITEK SYS INC
4,120,117$00.00%
8
ABGAMERISOURCEBERGEN CORP
95,000$00.00%
9
VRTVERTIV HOLDINGS CO
1,401,708$00.00%
10
EXPEEXPEDIA GROUP INC
309,826$00.00%
11
PRFTUSDPERFICIENT INC
442,823$00.00%
12
FCFRANKLIN COVEY CO
185,852$00.00%
13
OKTAOKTA INC
110,000$00.00%
14
PYPLPAYPAL HLDGS INC
482,999$00.00%
15
VRRMVERRA MOBILITY CORP
850,000$00.00%
16
PRSUVIAD CORP
1,147,536$00.00%
17
CRCCANADIAN NAT RES LTD
280,214$00.00%
18
CA8ACACI INTL INC
97,761$00.00%
19
NWSANEWS CORP NEW
990,017$00.00%