Blue Creek Capital Management Ltd 13F Holdings · last filed Q3 2025
Blue Creek Capital Management Ltd reported 5 securities worth $81.29M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: YMM (24.85%), BZ (24.20%), TME (20.09%). Among its top 25 positions this quarter: 1 added, 1 exited.
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR