$413 Million is the total value of BlueDrive Global Investors LLP's 11 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TMUS | T-MOBILE US INC | $82,336,000 | +15.6% | 568,500 | 0.0% | 19.92% | +72.5% | |
HLF | HERBALIFE NUTRITION LTD | $54,614,000 | +18.9% | 1,035,728 | 0.0% | 13.21% | +77.3% | |
BABA | ALIBABA GROUP HLDG LTDsponsored ads | $45,560,000 | +0.0% | 200,900 | 0.0% | 11.02% | +49.2% | |
MAR | MARRIOTT INTL INC NEWcl a | $29,126,000 | -7.8% | 213,344 | 0.0% | 7.05% | +37.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
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.