BlueDrive Global Investors as of June 30, 2020
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 11 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corp Cl A (CMCSA) | 18.9 | $56M | 1.4M | 38.98 | |
| Dollar Tree (DLTR) | 13.1 | $39M | 419k | 92.68 | |
| Nomad Foods Usd Ord Shs (NOMD) | 12.9 | $38M | 1.8M | 21.45 | |
| Constellation Brands Cl A (STZ) | 10.0 | $30M | 170k | 174.95 | |
| Metropcs Communications (TMUS) | 8.4 | $25M | 239k | 104.15 | |
| AutoZone (AZO) | 8.2 | $24M | 21k | 1128.13 | |
| Marriott Intl Cl A (MAR) | 7.1 | $21M | 246k | 85.73 | |
| Wayfair Cl A (W) | 7.0 | $21M | 105k | 197.61 | |
| Take-Two Interactive Software (TTWO) | 6.2 | $18M | 131k | 139.57 | |
| Amazon (AMZN) | 6.1 | $18M | 6.5k | 2758.77 | |
| Expedia Group Com New (EXPE) | 2.1 | $6.1M | 75k | 82.21 |
