BlueDrive Global Investors as of March 31, 2020
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 10 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 20.5 | $55M | 1.6M | 34.38 | |
| Amazon (AMZN) | 19.3 | $52M | 27k | 1949.74 | |
| Dollar Tree (DLTR) | 10.5 | $28M | 385k | 73.47 | |
| Nomad Foods (NOMD) | 10.1 | $27M | 1.5M | 18.56 | |
| Take-Two Interactive Software (TTWO) | 9.6 | $26M | 218k | 118.61 | |
| Booking Holdings (BKNG) | 8.1 | $22M | 16k | 1345.31 | |
| AutoZone (AZO) | 8.0 | $22M | 26k | 846.00 | |
| Wayfair (W) | 7.6 | $20M | 382k | 53.44 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.2 | $8.5M | 48k | 175.70 | |
| Expedia (EXPE) | 3.0 | $8.2M | 145k | 56.27 |
