HoldingsChannel.com
BlueDrive Global Investors LLP Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
BOOKING HLDGS INC 37,500 +1,200 $70,302
     BKNG37,500+1,200$70,302
COMCAST CORP NEW 1,550,300 +397,700 $65,547
     CMCSA1,550,300+397,700$65,547
CONSTELLATION BRANDS INC 213,600 -19,500 $42,066
     STZ213,600-19,500$42,066
TAKE TWO INTERACTIVE SOFTWAR 344,133 +344,133 $39,069
     TTWO344,133+344,133$39,069
NOMAD FOODS LTD 1,478,100 +1,478,100 $31,572
     NOMD1,478,100+1,478,100$31,572
DOLLAR TREE INC 255,900 +255,900 $27,481
     DLTR255,900+255,900$27,481
VULCAN MATLS CO 181,080 -188,800 $24,864
     VMC181,080-188,800$24,864
ZAYO GROUP HLDGS INC 725,500 UNCH $23,876
     ZAYO725,500UNCH$23,876
CHARTER COMMUNICATIONS INC N 55,500 UNCH $21,932
     CHTR55,500UNCH$21,932
SHERWIN WILLIAMS CO 47,500 -6,000 $21,769
     SHW47,500-6,000$21,769

See Full List: All Stocks Held By BlueDrive Global Investors LLP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions

See Details: Top 10 Stocks Held By BlueDrive Global Investors LLP

Size ($ in 1000's)
At 06/30/2019: $388,287
At 03/31/2019: $300,189

BlueDrive Global Investors LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BlueDrive Global Investors LLP 13F filings. Link to 13F filings: SEC filings

BlueDrive Global Investors LLP Top Holdings 13F Filings | www.HoldingsChannel.com

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