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Blue Grotto Capital, Llc - Ben Gordon

Blue Grotto Capital, Llc a Portfolio Activity as reported in the most recent 13F form published on Mar 31, 2024
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Ben Gordon

Ben Gordon
Blue Grotto Capital, Llc

Hedge Fund Manager
Ranked #211 out of 487 Hedge Fund Managers

Portfolio Gain

+73.39%
Since Jan 2016

Sharpe Ratio

1.30
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$492.77M
Ben Gordon manages more assets than 24% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+16.39%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
33.87% Technology
24.43% Communication Services
15.84% Consumer Cyclical
14.55% Industrial Goods
6.64% Financial
4.59% Energy
A breakdown of Blue Grotto Capital, Llc's portfolio by sector

Blue Grotto Capital, Llc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
Advanced Micro Devices
Reduced
Technology
$180.52
($133.74-$227.30)
-10.67%
-50.00%
9.02M
1.83%
Amazon
Added
Consumer Cyclical
$162.88
($144.05-$181.70)
+4.82%
+2.35%
18.04M
3.66%
Caci International
Reduced
Technology
$348.36
($314.06-$382.65)
+14.50%
-41.71%
20.84M
4.23%
Canadian Natural
Added
Energy
$33.87
($29.45-$38.28)
-8.62%
+41.55%
22.90M
4.59%
Comfort Systems
Sold Out
Industrial Goods
$261.87
($194.30-$329.43)
-0.35%
-100.00%
0.00
0.00%
Expedia
Sold Out
Consumer Cyclical
$143.05
($126.05-$160.05)
-7.28%
-100.00%
0.00
0.00%
Meta Platforms
Reduced
Communication Services
$431.79
($340.01-$523.57)
+2.00%
-61.06%
18.91M
3.83%
Fidelity National Financial
Sold Out
Financial
$50.46
($47.58-$53.35)
-5.70%
-100.00%
0.00
0.00%
Franklin Covey Company
Reduced
Industrial Goods
$39.56
($34.16-$44.96)
-13.53%
-30.34%
3.93M
0.80%
Generac Holdings
New
Industrial Goods
$120.69
($108.89-$132.50)
+8.61%
+100.00%
23.85M
4.84%
See a list of Blue Grotto Capital, Llc's holdings, as reported to the SEC on Mar 31, 2024. Click on any holding to see more details

Measured Performance

Compare Blue Grotto Capital, Llc's performance with other Hedge Funds and the S&P 500

Blue Grotto Capital, Llc activity FAQ

What is Blue Grotto Capital, Llc’s portfolio gain since Jun 2013?
Blue Grotto Capital, Llc’s portfolio gain since Jun 2013 was 73.39%.
    What is Blue Grotto Capital, Llc’s Sharpe Ratio?
    Blue Grotto Capital, Llc’s Sharpe Ratio is 1.30.
      What is Blue Grotto Capital, Llc’s portfolio value?
      Blue Grotto Capital, Llc’s portfolio value is $492.77M.
        What is Blue Grotto Capital, Llc’s average return since the fund’s last 13F filing?
        Blue Grotto Capital, Llc’s average return since the fund’s last 13F filing is 4.20%.
          What was Blue Grotto Capital, Llc’s average return in the last 12 months?
          Blue Grotto Capital, Llc’s average return in the last 12 months was 46.45%.
            What was Blue Grotto Capital, Llc’s average return in the last 3 years?
            Blue Grotto Capital, Llc’s average return in the last 3 years was 16.39%.
              When was the most recent most recent 13F form submitted by Blue Grotto Capital, Llc?
              Blue Grotto Capital, Llc's most recent 13F form was submitted on Mar 31, 2024.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Ben Gordon Net Worth?
                  Ben Gordon is Managing Blue Grotto Capital, Llc which has a net worth of $492.77M.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Ben Gordon and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

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                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.