$71.6 Million is the total value of BlueDrive Global Investors LLP's 5 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2023 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-13
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
LAMB WESTON HLDGS INC | 20 | Q2 2024 | 41.0% |
T-MOBILE US INC | 17 | Q2 2024 | 33.5% |
AMAZON COM INC | 16 | Q2 2024 | 19.3% |
AUTOZONE INC | 16 | Q4 2021 | 18.0% |
COMCAST CORP NEW | 13 | Q1 2021 | 20.5% |
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% |
CARMAX INC | 10 | Q2 2024 | 12.3% |
BOOKING HOLDINGS INC | 9 | Q1 2021 | 21.1% |
View BlueDrive Global Investors LLP's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-09 |
13F-HR | 2024-07-22 |
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 |
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.