Q2 2023 · 13F-HR
BlueDrive Global Investors LLPholdings as filed
Filed 2023-07-13 · accession 0001172661-23-002495
$71.6M
Reported value
5
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 513272104 | LW | LAMB WESTON HLDGS INC | $29.4M | 41.0% | 255,569 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $20.9M | 29.2% | 150,800 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $12.5M | 17.5% | 150,200 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $8.6M | 12.0% | 65,940 | Common | SOLE |
| G4412G101 | HLF | HERBALIFE LTD | $200,811 | 0.28% | 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.