Institutional
BlueDrive Global Investors LLP
CIK 0001730235
$85.4M
Reported AUM
10
Positions
Q3 2024
Period
2024-10-18
Filed
Editorial summary
Summary for BlueDrive Global Investors LLP · Q3 2024 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q3 2024
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | $82.21 | -0.72% | -2.60% | -34.61% | $16.8M | 19.71% | — | HELD |
| 2 | AMZN | AMAZON COM INC | $271.42 | 15.25% | 9.66% | 35.70% | $12.1M | 14.22% | — | HELD |
| 3 | LW | LAMB WESTON HLDGS INC | $52.55 | -1.87% | -2.12% | -10.06% | $11.4M | 13.30% | — | HELD |
| 4 | SHY | ISHARES TR | $82.00 | -0.01% | 2.54% | 9.26% | $10.9M | 12.79% | — | HELD |
| 5 | MA | MASTERCARD INCORPORATED | $573.38 | -0.69% | 3.76% | 71.76% | $8.9M | 10.36% | — | HELD |
| 6 | V | VISA INC | $366.16 | -0.03% | 8.84% | 65.83% | $7.9M | 9.24% | — | HELD |
| 7 | LBRDK | LIBERTY BROADBAND CORP | $34.04 | 2.04% | -44.51% | -81.38% | $6.3M | 7.32% | — | HELD |
| 8 | TMUS | T-MOBILE US INC | $172.71 | -0.36% | -25.55% | 32.29% | $5.4M | 6.32% | — | HELD |
| 9 | KMX | CARMAX INC | $57.26 | -2.45% | 2.47% | -54.18% | $3.2M | 3.77% | — | HELD |
| 10 | ENPH | ENPHASE ENERGY INC | $37.54 | 0.43% | 17.13% | -78.81% | $2.5M | 2.97% | — | HELD |
Source: SEC EDGAR · accession 0001172661-24-004308. 13F discloses long positions only — shorts, foreign equities, and options are excluded.