Filed: 7/13/2023ACC: 0001172661-23-002495
📋 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 $71.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$71.64M
Total AUM (reported)
637.68K
Total Shares
Allocation by class
COM$58.92M82.2%
SPONSORED ADS$12.52M17.5%
COM SHS$200.8K0.3%
Portfolio Concentration
Top 3$62.84M87.7%
4–10$8.80M12.3%
Top 3 weight
87.7%
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
SOLEShares255.57K
TypeSH
Market value$29.38M
41.01%
Sole
255.57K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares150.80K
TypeSH
Market value$20.95M
29.24%
Sole
150.80K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares150.20K
TypeSH
Market value$12.52M
17.48%
Sole
150.20K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares65.94K
TypeSH
Market value$8.60M
12.00%
Sole
65.94K
Shared
0.00
None
0.00
HERBALIFE LTD
SOLEShares15.17K
TypeSH
Market value$200.8K
0.28%
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 | $29.38M 41.01% | 255.57K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 150.80K | SH | $20.95M 29.24% | 150.80K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 150.20K | SH | $12.52M 17.48% | 150.20K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 65.94K | SH | $8.60M 12.00% | 65.94K | 0.00 | 0.00 |
HERBALIFE LTDSOLE | COM SHS | 15.17K | SH | $200.8K 0.28% | 15.17K | 0.00 | 0.00 |