HoldingsChannel.com
Blue Grotto Capital LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
MITEK SYS INC 1,466,572 +266,480 $11,557
     MITK1,466,572+266,480$11,557
SS&C TECHNOLOGIES HLDGS INC 235,029 +55,029 $10,299
     SSNC235,029+55,029$10,299
NOMAD FOODS LTD 506,154 +84,180 $9,394
     NOMD506,154+84,180$9,394
SWITCH INC 623,287 +37,387 $8,994
     SWCH623,287+37,387$8,994
ZYNGA INC 1,187,895 -296,911 $8,137
     ZNGA1,187,895-296,911$8,137
CENTENE CORP DEL 129,000 +129,000 $7,663
     CNC129,000+129,000$7,663
KEYSIGHT TECHNOLOGIES INC 77,081 +77,081 $6,450
     KEYS77,081+77,081$6,450
KLA CORPORATION 39,703 +39,703 $5,707
     KLAC39,703+39,703$5,707
INTERCONTINENTAL EXCHANGE IN (ICE) 70,000 +70,000 $5,653
     ICE70,000+70,000$5,653
YANDEX N V 162,802 -72,700 $5,544
     YNDX162,802-72,700$5,544
SEA LTD 124,664 -965 $5,524
     SE124,664-965$5,524
RAYMOND JAMES FINANCIAL INC 78,985 +78,985 $4,992
     RJF78,985+78,985$4,992
INSTALLED BLDG PRODS INC 119,924 +119,924 $4,781
     IBP119,924+119,924$4,781
CBOE GLOBAL MARKETS INC 50,000 +50,000 $4,463
     CBOE50,000+50,000$4,463
CORELOGIC INC 133,441 -24,651 $4,075
     CLGX133,441-24,651$4,075
LOWES COS INC 45,000 +45,000 $3,872
     LOW45,000+45,000$3,872
TALEND S A 166,293 +166,293 $3,730
     TLND166,293+166,293$3,730
FIVE BELOW INC 50,000 +50,000 $3,519
     FIVE50,000+50,000$3,519
AMERICAN OUTDOOR BRANDS CORP 338,765 +338,765 $2,811
     AOBC338,765+338,765$2,811
OPERA LTD 512,709 +232,709 $2,753
     OPRA512,709+232,709$2,753
ANGI HOMESERVICES INC 512,842 +512,842 $2,692
     ANGI512,842+512,842$2,692
TAKE TWO INTERACTIVE SOFTWAR 20,000 +20,000 $2,372
     TTWO20,000+20,000$2,372
AMERISOURCEBERGEN CORP 25,000 +25,000 $2,212
     ABC25,000+25,000$2,212
ADVANCED DRAIN SYS INC DEL 69,423 -13,077 $2,044
     WMS69,423-13,077$2,044
AMAZON COM INC 1,000 +1,000 $1,950
     AMZN1,000+1,000$1,950
BERKSHIRE HATHAWAY INC DEL      $1,828
     BRK.B10,000+10,000$1,828
HCA HEALTHCARE INC 16,124 +16,124 $1,449
     HCA16,124+16,124$1,449
TECNOGLASS INC 372,694 +167,642 $1,439
     TGLS372,694+167,642$1,439

See Full List: All Stocks Held By Blue Grotto Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Blue Grotto Capital LLC

Size ($ in 1000's)
At 03/31/2020: $136,123
At 12/31/2019: $127,334

Blue Grotto Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Blue Grotto Capital LLC 13F filings. Link to 13F filings: SEC filings

Blue Grotto Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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