BlueDrive Global Investors LLP - Q4 2022 holdings

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$62.9 Million is the total value of BlueDrive Global Investors LLP's 5 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 28.6% .

All
New
Buy
Sell
Exit
Unchanged
 Value Shares↓ Weighting
LW SellLAMB WESTON HLDGS INC$22,837,646
-25.1%
255,569
-35.2%
36.28%
+22.7%
TMUS SellT-MOBILE US INC$21,112,000
-24.9%
150,800
-28.0%
33.54%
+23.2%
BABA BuyALIBABA GROUP HLDG LTDsponsored ads$13,231,118
+21.5%
150,200
+10.4%
21.02%
+99.2%
AMZN SellAMAZON COM INC$5,538,960
-46.5%
65,940
-28.0%
8.80%
-12.2%
HLF SellHERBALIFE NUTRITION LTD$225,685
-97.8%
15,167
-97.0%
0.36%
-96.4%
NFLX ExitNETFLIX INC$0–-8,900
-100.0%
-2.03%–
UBER ExitUBER TECHNOLOGIES INC$0–-419,100
-100.0%
-10.76%–
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-01-27
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
LAMB WESTON HLDGS INC17Q3 202341.0%
AUTOZONE INC16Q4 202118.0%
T-MOBILE US INC14Q3 202333.5%
COMCAST CORP NEW13Q1 202120.5%
AMAZON COM INC13Q3 202319.3%
ALIBABA GROUP HLDG LTD11Q3 202321.0%
HERBALIFE NUTRITION LTD11Q3 202313.7%
DOLLAR TREE INC11Q1 202213.1%
BOOKING HOLDINGS INC9Q1 202121.1%
VULCAN MATLS CO8Q3 201915.5%

View BlueDrive Global Investors LLP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-04-22
13F-HR2024-01-19
13F-HR2023-10-19
13F-HR2023-07-13
13F-HR2023-04-12
13F-HR2023-01-27
13F-HR2022-11-07
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14

View BlueDrive Global Investors LLP's complete filings history.

All filings

View complete filings history.

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