HoldingsChannel.com
BlueDrive Global Investors LLP Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
COMCAST CORP NEW 1,607,400 +111,200 $55,262
     CMCSA1,607,400+111,200$55,262
AMAZON COM INC 26,700 +6,300 $52,058
     AMZN26,700+6,300$52,058
DOLLAR TREE INC 384,800 +163,600 $28,271
     DLTR384,800+163,600$28,271
NOMAD FOODS LTD 1,464,896 +71,900 $27,188
     NOMD1,464,896+71,900$27,188
TAKE TWO INTERACTIVE SOFTWAR 218,333 -15,300 $25,896
     TTWO218,333-15,300$25,896
BOOKING HLDGS INC 16,200 -14,700 $21,794
     BKNG16,200-14,700$21,794
AUTOZONE INC 25,500 +25,500 $21,573
     AZO25,500+25,500$21,573
WAYFAIR INC 382,200 +39,000 $20,425
     W382,200+39,000$20,425
ULTA BEAUTY INC 48,400 -74,200 $8,504
     ULTA48,400-74,200$8,504

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 03/31/2020: $269,147
At 12/31/2019: $374,174

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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