$226 Million is the total value of BlueDrive Global Investors LLP's 11 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 8.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TMUS | T-MOBILE US INC | $53,779,000 | +10.7% | 419,000 | 0.0% | 23.78% | +23.9% | |
| LW | LAMB WESTON HLDGS INC | $39,317,000 | -5.5% | 656,260 | 0.0% | 17.38% | +5.8% | |
| AMZN | AMAZON COM INC | $27,651,000 | -2.2% | 8,482 | 0.0% | 12.23% | +9.4% | |
| HLF | HERBALIFE NUTRITION LTD | $25,807,000 | -25.8% | 850,028 | 0.0% | 11.41% | -17.0% | |
| UBER | UBER TECHNOLOGIES INC | $24,898,000 | -14.9% | 697,800 | 0.0% | 11.01% | -4.8% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $17,952,000 | -8.4% | 165,000 | 0.0% | 7.94% | +2.5% | |
| NYT | NEW YORK TIMES COcl a | $16,997,000 | -5.1% | 370,800 | 0.0% | 7.52% | +6.2% | |
| LYFT | LYFT INC | $12,780,000 | -10.1% | 332,800 | 0.0% | 5.65% | +0.6% | |
| NFLX | NETFLIX INC | $4,533,000 | -37.8% | 12,100 | 0.0% | 2.00% | -30.4% | |
| DLTR | DOLLAR TREE INC | $1,746,000 | +14.0% | 10,900 | 0.0% | 0.77% | +27.6% | |
| KMX | CARMAX INC | $714,000 | -25.9% | 7,401 | 0.0% | 0.32% | -17.1% | |
| AZO | Exit | AUTOZONE INC | $0 | – | -4,340 | -100.0% | -3.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-16
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.