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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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5 |
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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 |
|
CACI |
CACI International Inc |
4 |
- |
$424.00 |
$30,556,000 |
94,348 |
6.69% |
3,524,000 |
8,239 |
0.374 |
Technical Services |
|
|
SE |
Sea Limited |
6 |
- |
$66.26 |
$28,350,000 |
700,001 |
6.21% |
19,560,000 |
500,001 |
0.209 |
N/A |
|
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PYPL |
Paypal Holdings, Inc. |
8 |
- |
$64.58 |
$26,422,000 |
430,255 |
5.79% |
2,981,000 |
29,276 |
0.037 |
N/A |
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VRRM |
VERRA MOBILITY Corp |
10 |
- |
$27.55 |
$19,576,000 |
850,000 |
4.29% |
4,439,000 |
40,556 |
0.463 |
N/A |
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EXPE |
Expedia Inc |
13 |
- |
$113.48 |
$16,177,000 |
106,576 |
3.54% |
5,676,000 |
4,694 |
0.071 |
Internet Service Prov... |
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