BlueDrive Global Investors LLP
CIK 1730235 · Holdings on Sep 30, 2024 · First reported Oct 18, 2024
Top ten holdings
Q3 2024- TLT19.71%
- AMZN14.22%
- LW13.30%
- SHY12.79%
- MA10.36%
- V9.24%
- 5303073057.32%
- TMUS6.32%
- KMX3.77%
- ENPH2.97%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- TLTWeight increased · +7.40 pp12.31% → 19.71%Shares +54.08K (+46.04%)
- LWWeight decreased · -3.53 pp16.83% → 13.30%Shares 0 (0.00%)
- MAWeight increased · +1.33 pp9.03% → 10.36%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $16.83M | 19.71% | 171.55K shares | 12.31% → 19.71%+7.40 pp +54.08K (+46.04%) | Added | ▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $12.15M | 14.22% | 65.18K shares | 14.38% → 14.22%-0.16 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | LWLAMB WESTON HOLDINGS INC View history and evidence | $11.36M | 13.30% | 175.42K shares | 16.83% → 13.30%-3.53 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | SHYISHARES 1-3 YEAR TREASURY BO1 3 YR TREAS BD View history and evidence | $10.93M | 12.79% | 131.41K shares | 12.25% → 12.79%+0.54 pp 0 (0.00%) | Unchanged | ▾ |
| 05 | MAMASTERCARD INC - ACL A View history and evidence | $8.85M | 10.36% | 17.93K shares | 9.03% → 10.36%+1.33 pp 0 (0.00%) | Unchanged | ▾ |
| 06 | VVISA INC-CLASS A SHARESCOM CL A View history and evidence | $7.89M | 9.24% | 28.71K shares | 8.60% → 9.24%+0.64 pp 0 (0.00%) | Unchanged | ▾ |
| 07 | 530307305LIBERTY BROADBAND-CCOM SER C View history and evidence | $6.25M | 7.32% | 80.87K shares | Prior unavailable +80.87K | New | ▾ |
| 08 | TMUST-MOBILE US INC View history and evidence | $5.39M | 6.32% | 26.14K shares | 5.26% → 6.32%+1.06 pp 0 (0.00%) | Unchanged | ▾ |
| 09 | KMXCARMAX INC View history and evidence | $3.22M | 3.77% | 41.58K shares | 4.75% → 3.77%-0.98 pp -15.17K (-26.73%) | Reduced | ▾ |
| 10 | ENPHENPHASE ENERGY INC View history and evidence | $2.54M | 2.97% | 22.44K shares | 2.55% → 2.97%+0.42 pp 0 (0.00%) | Unchanged | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GOOG ALPHABET INC-CL C | Non-derivative | -51,354 | -$9.42M | SEC filing ↗ | SEC filing ↗ |
| VGSH VANGUARD SHORT-TERM TREASURY | Non-derivative | -49,825 | -$2.89M | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1730235 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-18
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 85401177
}Take these holdings further.
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