$103 Million is the total value of BlueDrive Global Investors LLP's 7 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LW | Sell | LAMB WESTON HLDGS INC | $30,508,000 | -20.9% | 394,260 | -27.0% | 29.56% | +8.3% |
| TMUS | Sell | T-MOBILE US INC | $28,095,000 | -27.2% | 209,400 | -27.0% | 27.23% | -0.3% |
| UBER | Sell | UBER TECHNOLOGIES INC | $11,106,000 | -5.4% | 419,100 | -27.0% | 10.76% | +29.5% |
| BABA | Sell | ALIBABA GROUP HLDG LTDsponsored ads | $10,887,000 | -48.6% | 136,100 | -27.0% | 10.55% | -29.6% |
| AMZN | Sell | AMAZON COM INC | $10,344,000 | -30.2% | 91,540 | -34.4% | 10.02% | -4.4% |
| HLF | Sell | HERBALIFE NUTRITION LTD | $10,156,000 | -29.0% | 510,628 | -27.0% | 9.84% | -2.7% |
| NFLX | Sell | NETFLIX INC | $2,095,000 | -1.0% | 8,900 | -26.4% | 2.03% | +35.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-07
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.