BlueDrive Global Investors LLP
CIK
1730235
Location
London, X0
Portfolio Value
Micro
$51,395,044
Diversification
Moderately concentrated
Filing Date
Global Rank
#5,990
/ 7,303
▼ 119
Top Industry
Credit Services
32.6%
3Y Alpha vs SPY
-21.5%
Period ended 1 year ago
Filed Oct 18, 2024 · 1y
19 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-1.8%
SPY
+76.5%
Annualised alpha
-21.5%
Max drawdown
−22.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
7 positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024Top Position
23.6%
−3.8 pts
Top 5
88.8%
+0.7 pts
Top 10
100.0%
0.0 pts
HHI
1,753
Moderately concentrated−110
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 32.6% | $16,744,079 |
| Consumer Cyclical | 29.9% | $15,362,899 |
| Consumer Defensive | 22.1% | $11,356,690 |
| Communication Services | 10.5% | $5,394,869 |
| Technology | 4.9% | $2,536,507 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KMX | Carmax Inc | −15,169 | 41,581 | $3,217,537 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
7 positions ·
$51,395,044 total
· as of Sep 30, 2024
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 65,182 | $12,145,362 | 23.63% | |
| LW |
Lamb Weston Holdings, Inc.
Consumer Defensive
|
Held | 175,420 | $11,356,690 | 22.10% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 17,925 | $8,851,365 | 17.22% | |
| V |
Visa Inc.
Financial Services
|
Held | 28,706 | $7,892,714 | 15.36% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
Held | 26,143 | $5,394,869 | 10.50% | |
| KMX |
Carmax Inc
Consumer Cyclical
|
Reduced | 41,581 | $3,217,537 | 6.26% | |
| ENPH |
Enphase Energy, Inc.
Technology
|
Held | 22,443 | $2,536,507 | 4.94% |