BlueDrive Global Investors as of March 31, 2021
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 12 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT) | 31.8 | $196M | 1.5M | 135.07 | |
| Metropcs Communications (TMUS) | 11.5 | $71M | 569k | 125.29 | |
| Lamb Weston Hldgs (LW) | 10.8 | $67M | 860k | 77.48 | |
| Dollar Tree (DLTR) | 7.5 | $46M | 406k | 114.46 | |
| Herbalife Nutrition Com Shs (HLF) | 7.4 | $46M | 1.0M | 44.36 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 7.4 | $46M | 201k | 226.73 | |
| Comcast Corp Cl A (CMCSA) | 6.4 | $40M | 730k | 54.11 | |
| Marriott Intl Cl A (MAR) | 5.1 | $32M | 213k | 148.11 | |
| AutoZone (AZO) | 5.0 | $31M | 22k | 1404.28 | |
| Booking Holdings (BKNG) | 2.7 | $17M | 7.1k | 2329.86 | |
| CarMax (KMX) | 2.3 | $14M | 108k | 132.66 | |
| Expedia Group Com New (EXPE) | 2.0 | $13M | 73k | 172.12 |
