BlueDrive Global Investors as of March 31, 2024
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 11 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lamb Weston Hldgs (LW) | 19.3 | $12M | 108k | 106.53 | |
| Amazon (AMZN) | 14.7 | $8.8M | 49k | 180.38 | |
| Mastercard Incorporated Cl A (MA) | 10.3 | $6.2M | 13k | 481.57 | |
| Visa Com Cl A (V) | 9.8 | $5.9M | 21k | 279.08 | |
| Alphabet Cap Stk Cl C (GOOG) | 9.8 | $5.8M | 38k | 152.26 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 9.3 | $5.6M | 59k | 94.62 | |
| CarMax (KMX) | 7.3 | $4.4M | 50k | 87.11 | |
| Metropcs Communications (TMUS) | 5.3 | $3.2M | 19k | 163.22 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 4.9 | $2.9M | 36k | 81.78 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 4.8 | $2.9M | 50k | 58.07 | |
| 4068594 Enphase Energy (ENPH) | 4.5 | $2.7M | 22k | 120.98 |
