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Bluedrive Global Investors Llp

Portfolio Manager
Bluedrive Global Investors Llp
Performance
0% (N/A)
AUM (13F)
$85.40M
# of Holdings
10
Performance Rank
N/A
Allocation (Top 20)
N/A

Bluedrive Global Investors Llp Holdings Map

Top 10 Bluedrive Global Investors Llp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TLT
ISHARES TR
19.71%171.5K$16.8M
+46.04%(+54.08K)
2023-Q4: 58.8K shares2024-Q1: 58.8K shares2024-Q2: 117.5K shares2024-Q3: 171.5K shares2024-09-30
AMZN
AMAZON COM INC
14.22%65.2K$12.1M
+0.00%(+0)
2023-Q3: 65.9K shares2023-Q4: 48.8K shares2024-Q1: 48.8K shares2024-Q2: 65.2K shares2024-Q3: 65.2K shares2024-09-30
LW
LAMB WESTON HLDGS INC
13.3%175.4K$11.4M
+0.00%(+0)
2023-Q3: 255.6K shares2023-Q4: 108.4K shares2024-Q1: 108.4K shares2024-Q2: 175.4K shares2024-Q3: 175.4K shares2024-09-30
SHY
ISHARES TR
12.79%131.4K$10.9M
+0.00%(+0)
2023-Q4: 35.5K shares2024-Q1: 35.5K shares2024-Q2: 131.4K shares2024-Q3: 131.4K shares2024-09-30
MA
MASTERCARD INCORPORATED
10.36%17.9K$8.9M
+0.00%(+0)
2023-Q4: 12.9K shares2024-Q1: 12.9K shares2024-Q2: 17.9K shares2024-Q3: 17.9K shares2024-09-30
V
VISA INC
9.24%28.7K$7.9M
+0.00%(+0)
2023-Q4: 21.0K shares2024-Q1: 21.0K shares2024-Q2: 28.7K shares2024-Q3: 28.7K shares2024-09-30
LBRDK
LIBERTY BROADBAND CORP
7.32%80.9K$6.3Mnew2024-Q3: 80.9K shares2024-09-30
TMUS
T-MOBILE US INC
6.32%26.1K$5.4M
+0.00%(+0)
2023-Q3: 150.8K shares2023-Q4: 19.4K shares2024-Q1: 19.4K shares2024-Q2: 26.1K shares2024-Q3: 26.1K shares2024-09-30
KMX
CARMAX INC
3.77%41.6K$3.2M
-26.73%(-15.17K)
2023-Q4: 50.2K shares2024-Q1: 50.2K shares2024-Q2: 56.8K shares2024-Q3: 41.6K shares2024-09-30
ENPH
ENPHASE ENERGY INC
2.97%22.4K$2.5M
+0.00%(+0)
2023-Q4: 22.4K shares2024-Q1: 22.4K shares2024-Q2: 22.4K shares2024-Q3: 22.4K shares2024-09-30

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