Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Blue Creek Capital Management Ltd (CIK 1854024) reported $81.3M across 5 reported positions in its SEC 13F filing for 2025-09-30. Largest positions: YMM ($20.2M, 24.85%), BZ ($19.7M, 24.20%), TME ($16.3M, 20.09%), PDD ($15.4M, 18.98%), BEKE ($9.7M, 11.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | YMM | FULL TRUCK ALLIANCE CO LTD | $20.2M | 24.85% | 1.6M | Added |
| 2 | BZ | KANZHUN LIMITED | $19.7M | 24.20% | 842,219 | Hold |
| 3 | TME | TENCENT MUSIC ENTMT GROUP | $16.3M | 20.09% | 699,768 | Hold |
| 4 | PDD | PDD HOLDINGS INC | $15.4M | 18.98% | 116,721 | Hold |
| 5 | BEKE | KE HLDGS INC | $9.7M | 11.88% | 508,313 | Hold |
| 6 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2025-09-30