Bluedrive Global Investors LLP Top Holdings and 13F Report (2024)

About Bluedrive Global Investors LLP

Bluedrive Global Investors LLP has $87.61 million in total holdings as of June 30, 2024.
Bluedrive Global Investors LLP owns shares of 11 different stocks, but just 7 companies or ETFs make up 80% of its holdings.
Approximately 34.61% of the portfolio was purchased this quarter.
This quarter, Bluedrive Global Investors LLP has purchased 11 new stocks and bought additional shares in 9 stocks.
Bluedrive Global Investors LLP sold shares of 0 stocks and completely divested from 0 stocks this quarter.

iShares 1-3 Year Treasury Bond ETF: 95,882 shares (about $7.83M)
Lamb Weston: 67,055 shares (about $5.64M)
iShares 20+ Year Treasury Bond ETF: 58,635 shares (about $5.38M)
Amazon.com: 16,362 shares (about $3.16M)
Alphabet: 12,954 shares (about $2.38M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
LW Lamb Weston	$14,749,314	$5,637,985 ▲	61.9%	175,420	16.8%	Consumer Staples
AMZN Amazon.com	$12,596,422	$3,161,957 ▲	33.5%	65,182	14.4%	Retail/Wholesale
TLT iShares 20+ Year Treasury Bond ETF	$10,781,397	$5,381,520 ▲	99.7%	117,470	12.3%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$10,729,463	$7,828,765 ▲	269.9%	131,408	12.2%	Manufacturing
GOOG Alphabet	$9,419,351	$2,376,023 ▲	33.7%	51,354	10.8%	Computer and Technology
MA Mastercard	$7,907,793	$2,234,917 ▲	39.4%	17,925	9.0%	Business Services
V Visa	$7,534,464	$2,027,843 ▲	36.8%	28,706	8.6%	Business Services
TMUS T-Mobile US	$4,605,874	$1,189,567 ▲	34.8%	26,143	5.3%	Computer and Technology
KMX CarMax	$4,162,045	$480,597 ▲	13.1%	56,750	4.8%	Retail/Wholesale
VGSH Vanguard Short-Term Treasury Index ETF	$2,889,352		0.0%	49,825	3.3%	ETF
ENPH Enphase Energy	$2,237,792		0.0%	22,443	2.6%	Oils/Energy