BlueDrive Global Investors LLP

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 22, 2024
Value $
$87.6M
Signature - Title
James Minshull - Chief Operating Officer
Location
84 Brook Street, Mayfair, London, United Kingdom
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 11 $87.6M +$30.3M $0 +$30.3M LW, AMZN, TLT, SHY, GOOG 13F-HR 7/22/2024, 04:21 PM
Q1 2024 11 $59.9M $0 $0 LW, AMZN, MA, V, GOOG 13F-HR 4/22/2024, 04:45 PM
Q4 2023 11 $57.1M +$34.8M -$52.8M -$18M LW, AMZN, TLT, MA, V 13F-HR 1/19/2024, 04:46 PM
Q3 2023 5 $66.2M $0 $0 LW, TMUS, BABA, AMZN, HLF 13F-HR 10/19/2023, 04:42 PM
Q2 2023 5 $71.6M $0 $0 LW, TMUS, BABA, AMZN, HLF 13F-HR 7/13/2023, 09:32 AM
Q1 2023 5 $71M $0 $0 LW, TMUS, BABA, AMZN, HLF 13F-HR 4/12/2023, 09:28 AM
Q4 2022 5 $62.9M +$1.24M -$43.3M -$42.1M LW, TMUS, BABA, AMZN, HLF 13F-HR 1/27/2023, 08:48 AM
Q3 2022 7 $103M $0 -$39.7M -$39.7M LW, TMUS, UBER, BABA, AMZN 13F-HR 11/7/2022, 01:27 PM
Q2 2022 7 $141M +$16.4M -$63.9M -$47.6M LW, TMUS, BABA, AMZN, HLF 13F-HR 8/15/2022, 03:51 PM
Q1 2022 11 $226M $0 -$9.1M -$9.1M TMUS, LW, AMZN, HLF, UBER 13F-HR 5/16/2022, 04:19 PM
Q4 2021 12 $253M +$7.32M -$51.7M -$44.3M TMUS, LW, HLF, UBER, AMZN 13F-HR 2/14/2022, 05:09 PM
Q3 2021 12 $310M +$62.5M -$131M -$68.5M TMUS, AMZN, LW, HLF, UBER 13F-HR 11/15/2021, 03:18 PM
Q2 2021 11 $413M +$141M -$164M -$23M TMUS, AMZN, HLF, NFLX, BABA 13F-HR 8/16/2021, 04:03 PM
Q1 2021 11 $421M +$143M -$211M -$67.5M TMUS, LW, DLTR, HLF, BABA 13F-HR 5/17/2021, 04:02 PM
Q4 2020 10 $463M +$95.1M -$75.2M +$19.9M TMUS, STZ, LW, MAR, KMX 13F-HR 2/16/2021, 04:09 PM
Q3 2020 11 $391M +$133M -$76M +$57.4M TMUS, KMX, CMCSA, STZ, MAR 13F-HR 11/16/2020, 03:55 PM
Q2 2020 11 $296M +$85.6M -$170M -$84.5M CMCSA, DLTR, NOMD, STZ, TMUS 13F-HR 8/14/2020, 04:13 PM
Q1 2020 10 $269M +$53.1M -$74.8M -$21.7M CMCSA, AMZN, DLTR, NOMD, TTWO 13F-HR 5/15/2020, 03:59 PM
Q4 2019 10 $374M +$185M -$146M +$39.2M CMCSA, BKNG, AMZN, STZ, NOMD 13F-HR 2/14/2020, 04:00 PM
Q3 2019 9 $335M +$58.2M -$131M -$72.6M CMCSA, LW, TTWO, BKNG, STZ 13F-HR 11/14/2019, 04:00 PM
Q2 2019 11 $388M +$117M -$57.8M +$59.4M BKNG, CMCSA, STZ, TTWO, NOMD 13F-HR 8/14/2019, 03:56 PM
Q1 2019 9 $300M +$47.3M -$118M -$70.7M BKNG, CMCSA, VMC, STZ, AZO 13F-HR 5/15/2019, 04:06 PM
Q4 2018 10 $326M +$99.7M -$39.7M +$60.1M BKNG, CMCSA, VMC, AZO, CHTR 13F-HR 2/14/2019, 04:23 PM
Q3 2018 9 $287M +$64.3M -$59.4M +$4.85M CMCSA, CHTR, AZO, BKNG, VMC 13F-HR 11/14/2018, 04:19 PM
Q2 2018 9 $275M +$26.5M -$41.9M -$15.5M AZO, VMC, LW, CMCSA, SCHW 13F-HR 8/14/2018, 12:15 PM
Q1 2018 8 $277M +$71.2M -$47.7M +$23.5M LW, CMCSA, VMC, AZO, SCHW 13F-HR 5/15/2018, 08:44 AM
Q4 2017 6 $258M $0 $0 LW, FLT, CHTR, AZO, SCHW 13F-HR 2/14/2018, 10:06 AM