BLUEDRIVE GLOBAL INVESTORS LLP

PrivateCIK: 1730235
Location

LONDON, X0

📋 What this filing means

BLUEDRIVE GLOBAL INVESTORS LLP filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $62.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

5
Positions
$62.95M
Total AUM (reported)
637.68K
Total Shares

Allocation by class

TOTAL AUM$62.95M5 positions
COM$49.49M78.6%
SPONSORED ADS$13.23M21.0%
COM SHS$225.7K0.4%

Portfolio Concentration

Top 390.8%4–109.2%TOP 10100.0%0%100%
Top 3$57.18M90.8%
4–10$5.76M9.2%

Top 3 weight

90.8%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 637.68K

Sole

Full voting authority

637.68K

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole5
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:

LAMB WESTON HLDGS INC

SOLE
COM
Shares255.57K
TypeSH
Market value$22.84M
36.28%
Sole
255.57K
Shared
0.00
None
0.00

T-MOBILE US INC

SOLE
COM
Shares150.80K
TypeSH
Market value$21.11M
33.54%
Sole
150.80K
Shared
0.00
None
0.00

ALIBABA GROUP HLDG LTD

SOLE
SPONSORED ADS
Shares150.20K
TypeSH
Market value$13.23M
21.02%
Sole
150.20K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares65.94K
TypeSH
Market value$5.54M
8.80%
Sole
65.94K
Shared
0.00
None
0.00

HERBALIFE NUTRITION LTD

SOLE
COM SHS
Shares15.17K
TypeSH
Market value$225.7K
0.36%
Sole
15.17K
Shared
0.00
None
0.00
BLUEDRIVE GLOBAL INVESTORS LLP 13F Holdings — 5 Positions | Finecho