BlueDrive Global Investors LLP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 18, 2024), BlueDrive Global Investors LLP reported 10 stock positions worth $85.4 million. Its top holding was iShares 20+ Year Treasury BD (TLT) at 19.7% of the portfolio, followed by Amazon.com (AMZN, 14.2%) and Lamb Weston (LW, 13.3%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 1 and reduced 1. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +46%) and the biggest sale an exit from Alphabet Class C (GOOG).
- Most Recent 13F
- Q3 2024
- Location
- London, X0
- CIK
- 0001730235
- Portfolio Value
- $85.4M (Q3 2024)
- SEC Filing
- 0001172661-24-004308 ↗ filed Oct 18, 2024
Holdings Value
Holdings 10 stocks · $85.4M
| TLT iShares 20+ Year Treasury BD | 19.71% | 171,549 | $16.8M | Add +46.0% |
| AMZN Amazon.com Inc. | 14.22% | 65,182 | $12.1M | No change |
| LW Lamb Weston Holdings Inc. | 13.30% | 175,420 | $11.4M | No change |
| SHY iShares 1-3 Year Treasury Bo | 12.79% | 131,408 | $10.9M | No change |
| MA Mastercard Inc. Class A | 10.36% | 17,925 | $8.9M | No change |
| V Visa Inc. Class A | 9.24% | 28,706 | $7.9M | No change |
| LBRDK Liberty Broadband-C | 7.32% | 80,872 | $6.3M | New |
| TMUS T-Mobile US Inc. | 6.32% | 26,143 | $5.4M | No change |
| KMX Carmax Inc. | 3.77% | 41,581 | $3.2M | Reduce -26.7% |
| ENPH Enphase Energy Inc. | 2.97% | 22,443 | $2.5M | No change |