BlueDrive Global Investors as of Dec. 31, 2023
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lamb Weston Hldgs (LW) | 20.5 | $12M | 108k | 108.09 | |
| Amazon (AMZN) | 13.0 | $7.4M | 49k | 151.94 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 10.2 | $5.8M | 59k | 98.88 | |
| Mastercard Incorporated Cl A (MA) | 9.6 | $5.5M | 13k | 426.51 | |
| Visa Com Cl A (V) | 9.6 | $5.5M | 21k | 260.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.5 | $5.4M | 38k | 140.93 | |
| CarMax (KMX) | 6.8 | $3.9M | 50k | 76.74 | |
| Metropcs Communications (TMUS) | 5.4 | $3.1M | 19k | 160.33 | |
| 4068594 Enphase Energy (ENPH) | 5.2 | $3.0M | 22k | 132.14 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 5.1 | $2.9M | 36k | 82.04 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 5.1 | $2.9M | 50k | 58.33 |
