Q3 2024 · 13F-HR
BlueDrive Global Investors LLPholdings as filed
Filed 2024-10-18 · accession 0001172661-24-004308
$85.4M
Reported value
10
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 464287432 | TLT | ISHARES TR | $16.8M | 19.7% | 171,549 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $12.1M | 14.2% | 65,182 | Common | SOLE |
| 513272104 | LW | LAMB WESTON HLDGS INC | $11.4M | 13.3% | 175,420 | Common | SOLE |
| 464287457 | SHY | ISHARES TR | $10.9M | 12.8% | 131,408 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $8.9M | 10.4% | 17,925 | Common | SOLE |
| 92826C839 | V | VISA INC | $7.9M | 9.24% | 28,706 | Common | SOLE |
| 530307305 | LBRDK | LIBERTY BROADBAND CORP | $6.3M | 7.32% | 80,872 | Common | SOLE |
| 872590104 | TMUS | T-MOBILE US INC | $5.4M | 6.32% | 26,143 | Common | SOLE |
| 143130102 | KMX | CARMAX INC | $3.2M | 3.77% | 41,581 | Common | SOLE |
| 29355A107 | ENPH | ENPHASE ENERGY INC | $2.5M | 2.97% | 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.