BlueDrive Global Investors LLP Buys AutoZone Inc, Amazon.com Inc, Dollar Tree Inc, Sells Constellation Brands Inc, Booking Holdings Inc, Ulta Beauty Inc

May 16, 2020

Investment company BlueDrive Global Investors LLP (Current Portfolio) buys AutoZone Inc, Amazon.com Inc, Dollar Tree Inc, sells Constellation Brands Inc, Booking Holdings Inc, Ulta Beauty Inc, Expedia Group Inc during the 3-months ended 2020Q1, according to the most recent filings of the investment company, BlueDrive Global Investors LLP. As of 2020Q1, BlueDrive Global Investors LLP owns 10 stocks with a total value of $269 million. These are the details of the buys and sells.

New Purchases: AZO,
Added Positions: AMZN, DLTR, CMCSA, W, NOMD,
Reduced Positions: BKNG, ULTA, EXPE, TTWO,
Sold Out: STZ,

For the details of BlueDrive Global Investors LLP's stock buys and sells, go to https://www.gurufocus.com/guru/bluedrive+global+investors+llp/current-portfolio/portfolio

These are the top 5 holdings of BlueDrive Global Investors LLP

Comcast Corp (CMCSA) - 1,607,400 shares, 20.53% of the total portfolio. Shares added by 7.43%
Amazon.com Inc (AMZN) - 26,700 shares, 19.34% of the total portfolio. Shares added by 30.88%
Dollar Tree Inc (DLTR) - 384,800 shares, 10.50% of the total portfolio. Shares added by 73.96%
Nomad Foods Ltd (NOMD) - 1,464,896 shares, 10.10% of the total portfolio. Shares added by 5.16%
Take-Two Interactive Software Inc (TTWO) - 218,333 shares, 9.62% of the total portfolio. Shares reduced by 6.55%

New Purchase: AutoZone Inc (AZO)

BlueDrive Global Investors LLP initiated holding in AutoZone Inc. The purchase prices were between $723.22 and $1191.31, with an estimated average price of $1043.54. The stock is now traded at around $1074.98. The impact to a portfolio due to this purchase was 8.02%. The holding were 25,500 shares as of .

Added: Amazon.com Inc (AMZN)

BlueDrive Global Investors LLP added to a holding in Amazon.com Inc by 30.88%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2409.78. The impact to a portfolio due to this purchase was 4.56%. The holding were 26,700 shares as of .

Added: Dollar Tree Inc (DLTR)

BlueDrive Global Investors LLP added to a holding in Dollar Tree Inc by 73.96%. The purchase prices were between $65.57 and $94.05, with an estimated average price of $85.43. The stock is now traded at around $75.07. The impact to a portfolio due to this purchase was 4.46%. The holding were 384,800 shares as of .

Sold Out: Constellation Brands Inc (STZ)

BlueDrive Global Investors LLP sold out a holding in Constellation Brands Inc. The sale prices were between $105.64 and $208.34, with an estimated average price of $177.28.

Here is the complete portfolio of BlueDrive Global Investors LLP. Also check out:

1. BlueDrive Global Investors LLP's Undervalued Stocks
2. BlueDrive Global Investors LLP's Top Growth Companies, and
3. BlueDrive Global Investors LLP's High Yield stocks
4. Stocks that BlueDrive Global Investors LLP keeps buying

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