Latest BlueDrive Global Investors LLP Stock Portfolio
$59.86Million
Equity Portfolio Value
Last Reported on: 22 Apr, 2024
About BlueDrive Global Investors LLP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, BlueDrive Global Investors LLP reported an equity portfolio of $57.1 Millions as of 31 Dec, 2023.
The top stock holdings of BlueDrive Global Investors LLP are LW, AMZN, AGG. The fund has invested 20.5% of it's portfolio in LAMB WESTON HLDGS INC and 13% of portfolio in AMAZON COM INC.
The fund managers got completely rid off ALIBABA GROUP HLDG LTD and HERBALIFE LTD (HLF) stocks. They significantly reduced their stock positions in T-MOBILE US INC (TMUS), LAMB WESTON HLDGS INC (LW) and AMAZON COM INC (AMZN). BlueDrive Global Investors LLP opened new stock positions in ISHARES TR (AGG), MASTERCARD INCORPORATED (MA) and VISA INC (V).
The top stock holdings of BlueDrive Global Investors LLP are LW, AMZN, AGG. The fund has invested 20.5% of it's portfolio in LAMB WESTON HLDGS INC and 13% of portfolio in AMAZON COM INC.
The fund managers got completely rid off ALIBABA GROUP HLDG LTD and HERBALIFE LTD (HLF) stocks. They significantly reduced their stock positions in T-MOBILE US INC (TMUS), LAMB WESTON HLDGS INC (LW) and AMAZON COM INC (AMZN). BlueDrive Global Investors LLP opened new stock positions in ISHARES TR (AGG), MASTERCARD INCORPORATED (MA) and VISA INC (V).
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Reductions
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Current Stock Holdings of BlueDrive Global Investors LLP
Last Reported on: 22 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | 9.30 | 58,835 | 5,566,970 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 4.85 | 35,526 | 2,905,320 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 14.71 | 48,820 | 8,806,150 | UNCHANGED | 0.00 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 4.83 | 49,825 | 2,893,340 | UNCHANGED | 0.00 | |
| ENPH | ENPHASE ENERGY INC | 4.54 | 22,443 | 2,715,150 | UNCHANGED | 0.00 | |
| GOOG | ALPHABET INC | 9.77 | 38,400 | 5,846,780 | UNCHANGED | 0.00 | |
| KMX | CARMAX INC | 7.30 | 50,197 | 4,372,660 | UNCHANGED | 0.00 | |
| LW | LAMB WESTON HLDGS INC | 19.28 | 108,365 | 11,544,100 | UNCHANGED | 0.00 | |
| MA | MASTERCARD INCORPORATED | 10.34 | 12,859 | 6,192,510 | UNCHANGED | 0.00 | |
| TMUS | T-MOBILE US INC | 5.29 | 19,391 | 3,165,000 | UNCHANGED | 0.00 | |
| V | VISA INC | 9.78 | 20,980 | 5,855,100 | UNCHANGED | 0.00 |