$66.2 Million is the total value of BlueDrive Global Investors LLP's 5 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LW | LAMB WESTON HLDGS INC | $23,629,910 | -19.6% | 255,569 | 0.0% | 35.70% | -13.0% | |
| TMUS | T-MOBILE US INC | $20,946,120 | 0.0% | 150,800 | 0.0% | 31.64% | +8.2% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $13,028,348 | +4.1% | 150,200 | 0.0% | 19.68% | +12.6% | |
| AMZN | AMAZON COM INC | $8,382,293 | -2.5% | 65,940 | 0.0% | 12.66% | +5.5% | |
| HLF | HERBALIFE LTD | $212,186 | +5.7% | 15,167 | 0.0% | 0.32% | +14.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-19
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.