BlueDrive Global Investors as of Sept. 30, 2024
Portfolio Holdings for BlueDrive Global Investors
BlueDrive Global Investors holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 19.7 | $17M | 172k | 98.10 | |
| Amazon (AMZN) | 14.2 | $12M | 65k | 186.33 | |
| Lamb Weston Hldgs (LW) | 13.3 | $11M | 175k | 64.74 | |
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 12.8 | $11M | 131k | 83.15 | |
| Mastercard Incorporated Cl A (MA) | 10.4 | $8.9M | 18k | 493.80 | |
| Visa Com Cl A (V) | 9.2 | $7.9M | 29k | 274.95 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 7.3 | $6.3M | 81k | 77.29 | |
| Metropcs Communications (TMUS) | 6.3 | $5.4M | 26k | 206.36 | |
| CarMax (KMX) | 3.8 | $3.2M | 42k | 77.38 | |
| 4068594 Enphase Energy (ENPH) | 3.0 | $2.5M | 22k | 113.02 |
