Q2 2024 · 13F-HR
BlueDrive Global Investors LLPholdings as filed
Filed 2024-07-22 · accession 0001172661-24-002852
$87.6M
Reported value
11
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 513272104 | LW | LAMB WESTON HLDGS INC | $14.7M | 16.8% | 175,420 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $12.6M | 14.4% | 65,182 | Common | SOLE |
| 464287432 | TLT | ISHARES TR | $10.8M | 12.3% | 117,470 | Common | SOLE |
| 464287457 | SHY | ISHARES TR | $10.7M | 12.2% | 131,408 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $9.4M | 10.8% | 51,354 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $7.9M | 9.03% | 17,925 | Common | SOLE |
| 92826C839 | V | VISA INC | $7.5M | 8.60% | 28,706 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $4.6M | 5.26% | 26,143 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $4.2M | 4.75% | 56,750 | Common | SOLE |
| 92206C102 | VGSH | VANGUARD SCOTTSDALE FDS | $2.9M | 3.30% | 49,825 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $2.2M | 2.55% | 22,443 | 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.