Hedge Fund - Blue Grotto Capital
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Last updated on based on SEC 13F filings Last update:
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| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | MKSI | 375,000 | $86,178,750 | -10% | 9.93% | ||
| 2. | CACI | 146,200 | $79,513,794 | +66% | 9.16% | ||
| 3. | SN | 670,000 | $70,953,001 | -6% | 8.18% | ||
| 4. | TLN | 220,000 | $70,230,599 | +38% | 8.09% | ||
| 5. | AKAM | 600,192 | $68,932,052 | NEW | 7.94% |
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