Blue Grotto Capital

Latest statistics and disclosures from Blue Grotto Capital's latest quarterly 13F-HR filing:

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Positions held by Blue Grotto Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Blue Grotto Capital

Companies in the Blue Grotto Capital portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Perficient (PRFT) 10.0 $27M +10% 459k 58.72
Spectrum Brands Holding (SPB) 9.3 $25M +13% 296k 85.00
Applied Materials (AMAT) 8.4 $23M +41% 170k 133.60
Mitek Sys Com New (MITK) 7.4 $20M -9% 1.4M 14.58
Microchip Technology (MCHP) 7.3 $20M +70% 127k 155.22
Brinker International (EAT) 7.0 $19M -3% 268k 71.06
Viad Corp Com New (VVI) 6.3 $17M +60% 409k 41.75
Installed Bldg Prods (IBP) 6.1 $16M +39% 148k 110.88
Zynga Cl A (ZNGA) 5.3 $14M -3% 1.4M 10.21
Webster Financial Corporation (WBS) 5.2 $14M +11% 257k 55.11
News Corp Cl A (NWSA) 5.1 $14M NEW 539k 25.43
Wynn Resorts (WYNN) 4.6 $13M -15% 100k 125.37
Yandex N V Shs Class A (YNDX) 4.6 $12M +66% 194k 64.06
Northrop Grumman Corporation (NOC) 3.8 $10M NEW 32k 323.62

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Ss&c Technologies Holding (SSNC) 2.8 $7.5M -46% 107k 69.88
Onto Innovation (ONTO) 2.4 $6.6M NEW 100k 65.71
Sea Sponsord Ads (SE) 2.4 $6.5M -13% 29k 223.22
Gsx Techedu Sponsored Ads (GOTU) 2.2 $5.8M +35% 172k 33.88

Past Filings by Blue Grotto Capital

SEC 13F filings are viewable for Blue Grotto Capital going back to 2019