Q1 2023 · 13F-HR
BlueDrive Global Investors LLPholdings as filed
Filed 2023-04-12 · accession 0001172661-23-001672
$76.0M
Reported value
6
Positions
2023-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 513272104 | LW | LAMB WESTON HLDGS INC | $26.7M | 35.2% | 255,569 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $21.8M | 28.7% | 150,800 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $15.3M | 20.2% | 150,200 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $6.8M | 8.96% | 65,940 | Common | SOLE |
| 12468P104 | AI | C3 AI INC | $5.0M | 6.63% | 150,000 | PUT | SOLE |
| G4412G101 | HLF | HERBALIFE NUTRITION LTD | $244,189 | 0.32% | 15,167 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.