BlueDrive Global Investors LLP 13F Holdings · last filed Q3 2024
BlueDrive Global Investors LLP reported 10 securities worth $85.40M in its SEC 13F filing for Q3 2024 (period ended 2024-09-30). Top holdings: TLT (19.71%), AMZN (14.22%), LW (13.30%). Among its top 25 positions this quarter: 1 new, 1 added, 1 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TLT | ISHARES TR | $16.8M | 19.71% | 171,549 | Added |
| 2 | AMZN | AMAZON COM INC | $12.1M | 14.22% | 65,182 | Hold |
| 3 | LW | LAMB WESTON HLDGS INC | $11.4M | 13.30% | 175,420 | Hold |
| 4 | SHY | ISHARES TR | $10.9M | 12.79% | 131,408 | Hold |
| 5 | MA | MASTERCARD INCORPORATED | $8.9M | 10.36% | 17,925 | Hold |
| 6 | V | VISA INC | $7.9M | 9.24% | 28,706 | Hold |
| 7 | LBRDK | LIBERTY BROADBAND CORP | $6.3M | 7.32% | 80,872 | New |
| 8 | TMUS | T-MOBILE US INC | $5.4M | 6.32% | 26,143 | Hold |
| 9 | KMX | CARMAX INC | $3.2M | 3.77% | 41,581 | Trimmed |
| 10 | ENPH | ENPHASE ENERGY INC | $2.5M | 2.97% | 22,443 | Hold |
| 11 | GOOG | ALPHABET INC | $0 | 0.00% | 0 | Exited |
| 12 | VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2024-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR