BlueDrive Global Investors LLP - Q1 2023 holdings

$76 Million is the total value of BlueDrive Global Investors LLP's 6 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 20.0% .

 Value Shares↓ Weighting
LW  LAMB WESTON HLDGS INC$26,712,072
+17.0%
255,5690.0%35.15%
-3.1%
TMUS  T-MOBILE US INC$21,841,872
+3.5%
150,8000.0%28.74%
-14.3%
BABA  ALIBABA GROUP HLDG LTDsponsored ads$15,347,436
+16.0%
150,2000.0%20.20%
-3.9%
AMZN  AMAZON COM INC$6,810,943
+23.0%
65,9400.0%8.96%
+1.9%
AI NewC3 AI INCput$5,035,500150,000
+100.0%
6.63%
HLF  HERBALIFE NUTRITION LTD$244,189
+8.2%
15,1670.0%0.32%
-10.6%
Original filings

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

  • View 13F-HR filed 2023-04-12
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-HR2024-01-19
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
13F-HR2021-11-15

View BlueDrive Global Investors LLP's complete filings history.

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