BlueDrive Global Investors as of June 30, 2024
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 11 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lamb Weston Hldgs (LW) | 16.8 | $15M | 175k | 84.08 | |
| Amazon (AMZN) | 14.4 | $13M | 65k | 193.25 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 12.3 | $11M | 118k | 91.78 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 12.2 | $11M | 131k | 81.65 | |
| Alphabet Cap Stk Cl C (GOOG) | 10.8 | $9.4M | 51k | 183.42 | |
| Mastercard Incorporated Cl A (MA) | 9.0 | $7.9M | 18k | 441.16 | |
| Visa Com Cl A (V) | 8.6 | $7.5M | 29k | 262.47 | |
| Metropcs Communications (TMUS) | 5.3 | $4.6M | 26k | 176.18 | |
| CarMax (KMX) | 4.8 | $4.2M | 57k | 73.34 | |
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 3.3 | $2.9M | 50k | 57.99 | |
| 4068594 Enphase Energy (ENPH) | 2.6 | $2.2M | 22k | 99.71 |
