BG

BlueDrive Global Investors LLP

13F
BlueDrive Global Investors LLP
Last update 2024-10-18 10 Stocks (1 new)
Value $85.00 Mil Turnover 14 %
Countries:
Top Holdings: TLT(19.71%)AMZN(14.22%)LW(13.30%)SHY(12.79%)MA(10.36%)
Portfolio Report
Summary Stock Picks Current Portfolio
BlueDrive Global Investors LLP... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TLT 		iShares 20+ Year Treasury Bond ETF
171,549
16828.960
+46.04%
19.710
+6.21%
0.030
-2.97%
-6.46%
60467.921
 
AMZN 		Amazon.com Inc
65,182
12145.360
0%
14.220
0%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical
LW 		Lamb Weston Holdings Inc
175,420
11356.690
0%
13.300
0%
0.120
+37.75%
-23.46%
11578.939
Consumer Packaged Goods
SHY 		iShares 1-3 Year Treasury Bond ETF
131,408
10926.580
0%
12.790
0%
0.050
-0.47%
+0.04%
21936.707
 
MA 		Mastercard Inc
17,925
8851.370
0%
10.360
0%
0.000
+15.34%
+23.75%
481641.010
Credit Services
V 		Visa Inc
28,706
7892.720
0%
9.240
0%
0.000
+18.73%
+18.93%
597786.897
Credit Services
LBRDK 		Liberty Broadband Corp
80,872
6250.600
New Holding
7.320
+7.32%
0.060
+50.71%
+21.37%
13954.850
Telecommunication Services
TMUS 		T-Mobile US Inc
26,143
5394.870
0%
6.320
0%
0.000
+21.93%
+48.40%
273074.113
Telecommunication Services
KMX 		CarMax Inc
41,581
3217.540
-26.73%
3.770
-1.27%
0.030
-0.38%
-1.56%
11702.985
Vehicles & Parts
ENPH 		Enphase Energy Inc
22,443
2536.510
0%
2.970
0%
0.020
-38.51%
-49.37%
9038.633
Semiconductors

BlueDrive Global Investors LLP's Historical Top Holdings Breakdowns

BlueDrive Global Investors LLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOG 		Alphabet Inc2024-09-30Sold Out
-10.75%
â—Ź
149.54 ($169.25) 192.66
$179.86
6.27%
Sold Out
0
-51,354
LBRDK 		Liberty Broadband Corp2024-09-30New Buy
+7.32%
â—Ź
52.66 ($61.75) 78.14
$97.81
58.40%
New holding
80,872
80,872
TLT 		iShares 20+ Year Treasury Bond ETF2024-09-30Add
+6.21%
â—Ź
89.91 ($96.43) 101.33
$92.49
-4.09%
Add 46.04%
171,549
54,079
VGSH 		Vanguard Short-Term Government Bond ETF2024-09-30Sold Out
-3.30%
â—Ź
57.74 ($58.57) 59.13
$58.24
-0.56%
Sold Out
0
-49,825
KMX 		CarMax Inc2024-09-30Reduce
-1.27%
â—Ź
71.21 ($79.07) 85.78
$75.54
-4.46%
Reduce -26.73%
41,581
-15,169
SHY 		iShares 1-3 Year Treasury Bond ETF2024-06-30Add
+8.94%
â—Ź
81.05 ($81.36) 81.66
$82.07
0.87%
Add 269.89%
131,408
95,882
LW 		Lamb Weston Holdings Inc2024-06-30Add
+6.43%
â—Ź
77.8 ($85.31) 104.98
$81.20
-4.82%
Add 61.88%
175,420
67,055
TLT 		iShares 20+ Year Treasury Bond ETF2024-06-30Add
+6.14%
â—Ź
87.78 ($91.12) 94.67
$92.49
1.50%
Add 99.66%
117,470
58,635
AMZN 		Amazon.com Inc2024-06-30Add
+3.61%
â—Ź
173.67 ($183.7) 197.85
$208.18
13.33%
Add 33.51%
65,182
16,362
GOOG 		Alphabet Inc2024-06-30Add
+2.71%
â—Ź
151.94 ($170.1) 186.86
$179.86
5.74%
Add 33.73%
51,354
12,954

BlueDrive Global Investors LLP Total Holding History ($B)

To

BlueDrive Global Investors LLP's Asset Allocation

To

BlueDrive Global Investors LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BlueDrive Global Investors LLP's Hypothetical Growth since 2024-09-30

BlueDrive Global Investors LLP's Yearly Returns

Year Portfolio % % Excess Gain %

BlueDrive Global Investors LLP's Holdings Heat Map

Size field:

BlueDrive Global Investors LLP's Holdings Bubble Chart

BlueDrive Global Investors LLP News

  • 1

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