Q4 2023 · 13F-HR
BlueDrive Global Investors LLPholdings as filed
Filed 2024-01-19 · accession 0001172661-24-000287
$57.1M
Reported value
11
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 513272104 | LW | LAMB WESTON HLDGS INC | $11.7M | 20.5% | 108,365 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $7.4M | 13.0% | 48,820 | Common | SOLE |
| 464287432 | TLT | ISHARES TR | $5.8M | 10.2% | 58,835 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $5.5M | 9.61% | 12,859 | Common | SOLE |
| 92826C839 | V | VISA INC | $5.5M | 9.57% | 20,980 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $5.4M | 9.49% | 38,400 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $3.9M | 6.75% | 50,197 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $3.1M | 5.45% | 19,391 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $3.0M | 5.20% | 22,443 | Common | SOLE |
| 464287457 | SHY | ISHARES TR | $2.9M | 5.11% | 35,526 | Common | SOLE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $2.9M | 5.09% | 49,825 | 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.