$296 Million is the total value of BlueDrive Global Investors LLP's 11 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
STZ | New | CONSTELLATION BRANDS INCcl a | $29,742,000 | – | 170,000 | +100.0% | 10.05% | – |
TMUS | New | T-MOBILE US INC | $24,881,000 | – | 238,900 | +100.0% | 8.41% | – |
MAR | New | MARRIOTT INTL INC NEWcl a | $21,085,000 | – | 245,945 | +100.0% | 7.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
LAMB WESTON HLDGS INC | 17 | Q3 2023 | 41.0% |
AUTOZONE INC | 16 | Q4 2021 | 18.0% |
T-MOBILE US INC | 14 | Q3 2023 | 33.5% |
COMCAST CORP NEW | 13 | Q1 2021 | 20.5% |
AMAZON COM INC | 13 | Q3 2023 | 19.3% |
ALIBABA GROUP HLDG LTD | 11 | Q3 2023 | 21.0% |
HERBALIFE NUTRITION LTD | 11 | Q3 2023 | 13.7% |
DOLLAR TREE INC | 11 | Q1 2022 | 13.1% |
BOOKING HOLDINGS INC | 9 | Q1 2021 | 21.1% |
VULCAN MATLS CO | 8 | Q3 2019 | 15.5% |
View BlueDrive Global Investors LLP's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-22 |
13F-HR | 2024-01-19 |
13F-HR | 2023-10-19 |
13F-HR | 2023-07-13 |
13F-HR | 2023-04-12 |
13F-HR | 2023-01-27 |
13F-HR | 2022-11-07 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View BlueDrive Global Investors LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.