Vault-13

BlueDrive Global Investors LLP

London, X0 · CIK 1730235 · 13F filing filed 2024-10-18

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

As an employer

In the UK

1 UK companies in the group; those with staff figures, a pay gap report, FCA authorisation or fund management as their business are listed.

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$85.4m reported value -2.5% vs Q2 2024
10positions
100.0%in top 10
1 new 1 added 1 reduced 2 sold out vs Q2 2024

Holdings, Q3 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ISHARES TR 20 YR TR BD ETF TLT TLT 171,549 $16.8m19.71% 19.71% AddedShares held: Q4 2023 58.8k, Q1 2024 58.8k, Q2 2024 117.5k, Q3 2024 171.5k +54.1k +54,079 46.0%
2 AMAZON COM INC COM AMZN AMZN 65,182 $12.1m14.22% 14.22% UnchangedShares held: Q4 2023 48.8k, Q1 2024 48.8k, Q2 2024 65.2k, Q3 2024 65.2k
3 LAMB WESTON HLDGS INC COM LW LW 175,420 $11.4m13.30% 13.30% UnchangedShares held: Q4 2023 108.4k, Q1 2024 108.4k, Q2 2024 175.4k, Q3 2024 175.4k
4 ISHARES TR 1 3 YR TREAS BD SHY SHY 131,408 $10.9m12.79% 12.79% UnchangedShares held: Q4 2023 35.5k, Q1 2024 35.5k, Q2 2024 131.4k, Q3 2024 131.4k
5 MASTERCARD INCORPORATED CL A MA MA 17,925 $8.9m10.36% 10.36% UnchangedShares held: Q4 2023 12.9k, Q1 2024 12.9k, Q2 2024 17.9k, Q3 2024 17.9k
6 VISA INC COM CL A V V 28,706 $7.9m9.24% 9.24% UnchangedShares held: Q4 2023 21.0k, Q1 2024 21.0k, Q2 2024 28.7k, Q3 2024 28.7k
7 LIBERTY BROADBAND CORP COM SER C LBRDK LBRDK 80,872 $6.3m7.32% 7.32% NewShares held: Q4 2023 0, Q1 2024 0, Q2 2024 0, Q3 2024 80.9k
8 T-MOBILE US INC COM TMUS TMUS 26,143 $5.4m6.32% 6.32% UnchangedShares held: Q4 2023 19.4k, Q1 2024 19.4k, Q2 2024 26.1k, Q3 2024 26.1k
9 CARMAX INC COM KMX KMX 41,581 $3.2m3.77% 3.77% ReducedShares held: Q4 2023 50.2k, Q1 2024 50.2k, Q2 2024 56.8k, Q3 2024 41.6k -15.2k -15,169 -26.7%
10 ENPHASE ENERGY INC COM ENPH ENPH 22,443 $2.5m2.97% 2.97% UnchangedShares held: Q4 2023 22.4k, Q1 2024 22.4k, Q2 2024 22.4k, Q3 2024 22.4k

Sold out since Q2 2024

SecurityTickerShares held beforeValue then
ALPHABET INC GOOG GOOG 51,354 $9.4m51.4k shares
VANGUARD SCOTTSDALE FDS VGSH VGSH 49,825 $2.9m49.8k shares