BG
BlueDrive Global Investors LLP Historical SEC 13F Holdings & Archive (Q3 2024)
BlueDrive Global Investors LLPCIK: 0001730235
Quality / disciplined sizingLong-term holderSector-focused
Total reported value
$85.4M
Reporting period: 2024-09-30 · Number of holdings: 10
BlueDrive Global Investors LLP disclosed 10 holdings in its latest 13F filing for the period ending 2024-09-30, with total reported value of $85.4M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 49.62
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 71.09
- Diversification
- 20
- Sizing Uniformity
- 94.83
BlueDrive Global Investors LLP's disclosed holdings carry a Herfindahl concentration index of 0.124 — mathematically equivalent to about 8 equally-sized positions, close to its 10 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.52), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 67% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 19.71% | — | +46.04% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 14.22% | — | — | |
| 3 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 13.30% | — | — | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 12.79% | — | — | |
| 5 | MA | Mastercard Inc - A | Stock-Financials | 10.36% | — | — | |
| 6 | V | Visa Inc-class A Shares | Stock-Financials | 9.24% | — | — | |
| 7 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 7.32% | — | — | |
| 8 | TMUS | T-mobile US Inc | Stock-Comm Services | 6.32% | — | — | |
| 9 | KMX | Carmax Inc | Stock-Consumer Disc | 3.77% | — | -26.73% | |
| 10 | ENPH | Enphase Energy Inc | Stock-Tech | 2.97% | — | — |
Portfolio Performance
Performance for Q3 2026
+6.5%
Performance Last 4 Quarters
-0.1%
- Stdev
- +11.2%
- Beta
- +0.61
- Alpha
- -8.6%
- Max Drawdown
- -14%
- Annualized Perf
- +3%
- Batting Avg vs S&P
- +25%
- Sortino
- +0.49
- Stutzer
- +0.09
- Treynor
- +0.06
- Sterling
- +0.17
- Calmar
- +0.21
- Information Ratio
- -1.74
- Tracking Error
- +9.4%
- Stdev Down
- +7.2%
- Winning Months %
- +58.3%
- Losing Months %
- +41.7%
- Best 12 Months
- +12.9%
- Worst 12 Months
- -10.1%
- Efficiency Ratio
- +0.1
- Sharpe
- +0.32
- Stdev Sectors
- +8.6%
- Skewness
- -0.04
- Kurtosis
- -0.41
- Upside Potential
- +2.41
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2024 Q3 | 10 | $85.4M | 0 | ||
| 2024 Q2 | 11 | $87.6M | 0 | ||
| 2024 Q1 | 11 | $59.9M | 0 | ||
| 2023 Q4 | 11 | $57.1M | 0 | ||
| 2023 Q3 | 5 | $66.2M | 0 | ||
| 2023 Q2 | 5 | $71.6M | 0 | ||
| 2023 Q1 | 6 | $76.0M | 0 | ||
| 2022 Q4 | 5 | $62.9M | 0 | ||
| 2022 Q3 | 7 | $103.2M | 0 | ||
| 2022 Q2 | 7 | $141.3M | 0 | ||
| 2022 Q1 | 11 | $226.2M | 0 | ||
| 2021 Q4 | 12 | $253.1M | 0 | ||
| 2021 Q3 | 12 | $309.9M | 0 | ||
| 2021 Q2 | 11 | $413.4M | 100 | ||
| 2021 Q1 | 12 | $616.7M | 99 | ||
| 2020 Q4 | 10 | $462.6M | 47 | ||
| 2020 Q3 | 11 | $391.2M | 61 | ||
| 2020 Q2 | 11 | $296.0M | 62 | ||
| 2020 Q1 | 10 | $269.1M | 60 | ||
| 2019 Q4 | 10 | $374.2M | 96 | ||
| 2019 Q3 | 9 | $334.9M | 52 | ||
| 2019 Q2 | 11 | $388.3M | 51 | ||
| 2019 Q1 | 9 | $300.2M | 47 | ||
| 2018 Q4 | 10 | $325.7M | 43 | ||
| 2018 Q3 | 9 | $287.3M | 44 | ||
| 2018 Q2 | 9 | $275.3M | 28 | ||
| 2018 Q1 | 9 | $294.3M | 44 | ||
| 2017 Q4 | 8 | $291.9M | 0 |
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is BlueDrive Global Investors LLP and what type of investor is it?
BlueDrive Global Investors LLP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2024-09-30), the firm manages a tracked equity portfolio valued at approximately $85.4M, spread across 10 disclosed positions.
What are BlueDrive Global Investors LLP's largest equity positions?
Based on the latest 13F filing, BlueDrive Global Investors LLP's top holdings by market value are:
1. Ishares 20+ Year Treasury Bd (TLT) — $16.8M (19.7%)
2. Amazon.com Inc (AMZN) — $12.1M (14.2%)
3. Lamb Weston Holdings Inc (LW) — $11.4M (13.3%)
4. Ishares 1-3 Year Treasury Bo (SHY) — $10.9M (12.8%)
5. Mastercard Inc - A (MA) — $8.9M (10.4%)
What changes did BlueDrive Global Investors LLP make in its most recent portfolio filing?
No notable portfolio changes were recorded for BlueDrive Global Investors LLP in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does BlueDrive Global Investors LLP focus on?
BlueDrive Global Investors LLP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 29.1%
• Consumer Discretionary: 26.6%
• Communication Services: 20.2%
• Consumer Staples: 19.7%
• Information Technology: 4.4%
Investment Profile
BlueDrive Global Investors LLP returned an annualized 3.0% over the trailing 36 months — underperforming the S&P 500 by 8.6 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.61 (less volatile than the market) and a 25% quarterly batting average against the index.
Its portfolio is moderately concentrated and long-term-holding.
Its concentration score has fallen from 100 to 50 over the past 4 quarters — a shift toward broader diversification.
It has added to its TLT position over the past two quarters (+$11.3M, now $16.8M), while trimming KMX over the same stretch (-$1.2M, still holding $3.2M).
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Developer Access
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