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BlueDrive Global Investors LLP Current Holdings: USA Stocks

BlueDrive Global Investors LLP current holdings: USA Stocks

BlueDrive Global Investors LLP reported $0.06 billion in share positions in stocks (listed in the US), 8 positions, in its Form 13F for the quarter ended 2024-09-30; the largest are AMZN, LW, MA.

  • AMZN: Country of operation United States; Class COM; Shares 65,182; Value $12,145,362.
  • LW: Country of operation United States; Class COM; Shares 175,420; Value $11,356,691.
  • MA: Country of operation United States; Class CL A; Shares 17,925; Value $8,851,365.
  • V: Country of operation United States; Class COM CL A; Shares 28,706; Value $7,892,715.

Form 13F-HR as filed (SEC CIK 1730235): quarter ended 2024-09-30, filed 2024-10-18. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2024-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

StockCountry of operationClassSharesValue% of listedQuarter endFiledPerformance
AMZN
AMAZON COM INC
United StatesCOM65,182$12,145,36221.07%2024-09-302024-10-18+32.38%
LW
LAMB WESTON HLDGS INC
United StatesCOM175,420$11,356,69119.70%2024-09-302024-10-18-33.16%
MA
MASTERCARD INCORPORATED
United StatesCL A17,925$8,851,36515.35%2024-09-302024-10-18+14.13%
V
VISA INC
United StatesCOM CL A28,706$7,892,71513.69%2024-09-302024-10-18+33.07%
LBRDK
LIBERTY BROADBAND CORP
United StatesCOM SER C80,872$6,250,59710.84%2024-09-302024-10-18
TMUS
T-MOBILE US INC
United StatesCOM26,143$5,394,8699.36%2024-09-302024-10-18-21.02%
KMX
CARMAX INC
United StatesCOM41,581$3,217,5385.58%2024-09-302024-10-18-23.46%
ENPH
ENPHASE ENERGY INC
United StatesCOM22,443$2,536,5084.40%2024-09-302024-10-18-71.84%

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