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| Name: |
Blue Grotto Capital LLC |
| City: |
ATLANTA |
| State: |
GA |
| Zip: |
30328 |
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data |
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| Holdings
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6 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SE |
Sea Limited |
2 |
- |
$67.52 |
$39,105,000 |
728,071 |
7.94% |
10,755,000 |
28,070 |
0.217 |
N/A |
|
|
GOOG |
Alphabet Inc |
3 |
- |
$173.96 |
$33,497,000 |
220,000 |
6.8% |
6,339,000 |
27,294 |
0.004 |
Search Engines & Info... |
|
|
CNQ |
Canadian Natural Resource (... |
9 |
- |
$76.83 |
$22,898,000 |
300,024 |
4.65% |
9,011,000 |
88,074 |
0.025 |
Independent Oil & Gas |
|
|
AMZN |
Amazon.com Inc |
15 |
- |
$176.44 |
$18,038,000 |
100,000 |
3.66% |
3,193,000 |
2,300 |
0.001 |
Internet Software & S... |
|
|
VECO |
Veeco Instruments Inc |
16 |
- |
$40.65 |
$16,744,000 |
476,100 |
3.4% |
5,268,000 |
106,264 |
0.812 |
Semiconductor Equipme... |
|
|
V |
Visa Inc |
19 |
- |
$272.46 |
$12,111,000 |
43,396 |
2.46% |
4,300,000 |
13,396 |
0.003 |
Business Services |
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