BlueDrive Global Investors LLP 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0001730235 · London, X0

As of Sep 30, 2024, BlueDrive Global Investors LLP reported 10 positions worth $85.4M in its SEC Form 13F filing.

Top 10 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
ISHARES 20+ YEAR TREASURY BOND ETF	TLT	—	171,549	6.8M	19.71%
AMAZON.COM INC	AMZN	Equity	65,182	2.1M	14.22%
LAMB WESTON HOLDINGS INC	LW	Consumer Defensive	175,420	1.4M	13.30%
ISHARES 1-3 YEAR TREASURY BOND ETF	SHY	—	131,408	0.9M	12.79%
MASTERCARD INC	MA	Financial Services	17,925	$8.9M	10.36%
VISA INC-CLASS A SHARES	V	Financial Services	28,706	$7.9M	9.24%
LIBERTY BROADBAND CORP	LBRDK	Communication Services	80,872	$6.3M	7.32%
T-MOBILE US INC	TMUS	Communication Services	26,143	$5.4M	6.32%
CARMAX INC	KMX	Consumer Cyclical	41,581	$3.2M	3.77%
ENPHASE ENERGY INC	ENPH	Technology	22,443	$2.5M	2.97%