StockDriftsStockDriftsTop 10 Bluedrive Global Investors Llp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TLT | ISHARES TR | 19.71% | 171.5K | $16.8M | +46.04%(+54.08K) | — | 2024-09-30 | |
| AMZN | AMAZON COM INC | 14.22% | 65.2K | $12.1M | +0.00%(+0) | — | 2024-09-30 | |
| LW | LAMB WESTON HLDGS INC | 13.3% | 175.4K | $11.4M | +0.00%(+0) | — | 2024-09-30 | |
| SHY | ISHARES TR | 12.79% | 131.4K | $10.9M | +0.00%(+0) | — | 2024-09-30 | |
| MA | MASTERCARD INCORPORATED | 10.36% | 17.9K | $8.9M | +0.00%(+0) | — | 2024-09-30 | |
| V | VISA INC | 9.24% | 28.7K | $7.9M | +0.00%(+0) | — | 2024-09-30 | |
| LBRDK | LIBERTY BROADBAND CORP | 7.32% | 80.9K | $6.3M | new | — | 2024-09-30 | |
| TMUS | T-MOBILE US INC | 6.32% | 26.1K | $5.4M | +0.00%(+0) | — | 2024-09-30 | |
| KMX | CARMAX INC | 3.77% | 41.6K | $3.2M | -26.73%(-15.17K) | — | 2024-09-30 | |
| ENPH | ENPHASE ENERGY INC | 2.97% | 22.4K | $2.5M | +0.00%(+0) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Bluedrive Global Investors Llp reports $85.40M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are TLT (19.7%), AMZN (14.2%) and LW (13.3%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bluedrive Global Investors Llp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1730235). View Bluedrive Global Investors Llp’s 13F filings on SEC