Filed: 4/12/2023ACC: 0001172661-23-001672
📋 What this filing means
BLUEDRIVE GLOBAL INVESTORS LLP filed this quarterly 13F‑HR report disclosing 6 equity positions with a total reported market value of $75.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
6
Positions
$75.99M
Total AUM (reported)
787.68K
Total Shares
Allocation by class
COM$55.36M72.9%
SPONSORED ADS$15.35M20.2%
CL A$5.04M6.6%
COM SHS$244.2K0.3%
Portfolio Concentration
Top 3$63.90M84.1%
4–10$12.09M15.9%
Top 3 weight
84.1%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 787.68K
Sole
Full voting authority
787.68K
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)
Sole6
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings6
Rows:
LAMB WESTON HLDGS INC
SOLEShares255.57K
TypeSH
Market value$26.71M
35.15%
Sole
255.57K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares150.80K
TypeSH
Market value$21.84M
28.74%
Sole
150.80K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares150.20K
TypeSH
Market value$15.35M
20.20%
Sole
150.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares65.94K
TypeSH
Market value$6.81M
8.96%
Sole
65.94K
Shared
0.00
None
0.00
C3 AI INC
SOLEShares150K
TypeSH
Market value$5.04M
6.63%
Sole
150K
Shared
0.00
None
0.00
HERBALIFE NUTRITION LTD
SOLEShares15.17K
TypeSH
Market value$244.2K
0.32%
Sole
15.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LAMB WESTON HLDGS INCSOLE | COM | 255.57K | SH | $26.71M 35.15% | 255.57K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 150.80K | SH | $21.84M 28.74% | 150.80K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 150.20K | SH | $15.35M 20.20% | 150.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 65.94K | SH | $6.81M 8.96% | 65.94K | 0.00 | 0.00 |
C3 AI INCSOLE | CL A | 150K | SH | $5.04M 6.63% | 150K | 0.00 | 0.00 |
HERBALIFE NUTRITION LTDSOLE | COM SHS | 15.17K | SH | $244.2K 0.32% | 15.17K | 0.00 | 0.00 |