$141 Million is the total value of BlueDrive Global Investors LLP's 7 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 36.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LW | Sell | LAMB WESTON HLDGS INC | $38,586,000 | -1.9% | 539,960 | -17.7% | 27.30% | +57.0% |
| TMUS | Sell | T-MOBILE US INC | $38,586,000 | -28.3% | 286,800 | -31.6% | 27.30% | +14.8% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $21,190,000 | +18.0% | 186,400 | +13.0% | 14.99% | +88.9% |
| AMZN | Buy | AMAZON COM INC | $14,821,000 | -46.4% | 139,540 | +1545.1% | 10.48% | -14.2% |
| HLF | Sell | HERBALIFE NUTRITION LTD | $14,303,000 | -44.6% | 699,428 | -17.7% | 10.12% | -11.3% |
| UBER | Sell | UBER TECHNOLOGIES INC | $11,746,000 | -52.8% | 574,100 | -17.7% | 8.31% | -24.5% |
| NFLX | NETFLIX INC | $2,116,000 | -53.3% | 12,100 | 0.0% | 1.50% | -25.3% | |
| KMX | Exit | CARMAX INC | $0 | – | -7,401 | -100.0% | -0.32% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -10,900 | -100.0% | -0.77% | – |
| LYFT | Exit | LYFT INC | $0 | – | -332,800 | -100.0% | -5.65% | – |
| NYT | Exit | NEW YORK TIMES COcl a | $0 | – | -370,800 | -100.0% | -7.52% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.