Bluedrive Global Investors Llp

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 10Value: $85.4MLatest: 2024Q3

BlueDrive Global Investors LLP is an institutional investment manager that filed its latest Form 13F for 2024Q3, reporting 10 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "KMX",
  null,
  "MA",
  "TMUS",
  "ENPH",
  null,
  "AMZN",
  "V",
  "LW",
  "LBRDK"
]

Filing Details

13F-HR • 2024-09-30

SEC FilingSEC DataHachi Filing

Report Date: 2024-09-30
Filing Date: 2024-10-18
Total Holdings: 10
Total Value: 85401177
Accession Number: 0001172661-24-004308
Form Type: 13F-HR
CIK: bluedrive-global-investors-llp
Manager Name: Bluedrive-Global-Investors-Llp

Data Enrichment

80% identified

8 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

10 positions • $85.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Sort by:

464287432

Shares:171.5K

Value:$16.8M

% of Portfolio:19.7% ($16.8M/$85.4M)

AMAZON COM INC

AMZN|023135106

Shares:65.2K

Value:$12.1M

% of Portfolio:14.2% ($12.1M/$85.4M)

Lamb Weston Holdings, Inc.

LW|513272104

Shares:175.4K

Value:$11.4M

% of Portfolio:13.3% ($11.4M/$85.4M)

464287457

Shares:131.4K

Value:$10.9M

% of Portfolio:12.8% ($10.9M/$85.4M)

Mastercard Inc

MA|57636Q104

Shares:17.9K

Value:$8.9M

% of Portfolio:10.4% ($8.9M/$85.4M)

VISA INC.

V|92826C839

Shares:28.7K

Value:$7.9M

% of Portfolio:9.2% ($7.9M/$85.4M)

Liberty Broadband Corp

LBRDK|530307305

Shares:80.9K

Value:$6.3M

% of Portfolio:7.3% ($6.3M/$85.4M)

T-Mobile US, Inc.

TMUS|872590104

Shares:26.1K

Value:$5.4M

% of Portfolio:6.3% ($5.4M/$85.4M)

CARMAX INC

KMX|143130102

Shares:41.6K

Value:$3.2M

% of Portfolio:3.8% ($3.2M/$85.4M)

Enphase Energy, Inc.

ENPH|29355A107

Shares:22.4K

Value:$2.5M

% of Portfolio:3.0% ($2.5M/$85.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287432)✕	171.5K	QoQ +46.03% (+54.1K) YoY-	All Managers (Combined)	$16.8M	19.7% ($16.8M/$85.4M)	QoQ +56.09% (+$6.0M) YoY-
AMAZON COM INC(AMZNcusip023135106)	65.2K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$12.1M	14.2% ($12.1M/$85.4M)	QoQ -3.58% (-$451.1K) YoY-
Lamb Weston Holdings, Inc.(LWcusip513272104)	175.4K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$11.4M	13.3% ($11.4M/$85.4M)	QoQ -23.00% (-$3.4M) YoY-
(cusip464287457)✕	131.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$10.9M	12.8% ($10.9M/$85.4M)	QoQ +1.83% (+$197.1K) YoY-
Mastercard Inc(MAcusip57636Q104)	17.9K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$8.9M	10.4% ($8.9M/$85.4M)	QoQ +11.93% (+$943.6K) YoY-
VISA INC.(Vcusip92826C839)	28.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$7.9M	9.2% ($7.9M/$85.4M)	QoQ +4.75% (+$358.3K) YoY-
Liberty Broadband Corp(LBRDKcusip530307305)	80.9K	QoQ NEW(+80.9K) YoY-	All Managers (Combined)	$6.3M	7.3% ($6.3M/$85.4M)	QoQ NEW(+$6.3M) YoY-
T-Mobile US, Inc.(TMUScusip872590104)	26.1K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$5.4M	6.3% ($5.4M/$85.4M)	QoQ +17.13% (+$789.0K) YoY-
CARMAX INC(KMXcusip143130102)	41.6K	QoQ -26.72% (-15.2K) YoY-	All Managers (Combined)	$3.2M	3.8% ($3.2M/$85.4M)	QoQ -22.69% (-$944.5K) YoY-
Enphase Energy, Inc.(ENPHcusip29355A107)	22.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$2.5M	3.0% ($2.5M/$85.4M)	QoQ +13.34% (+$298.7K) YoY-