Blue Creek Capital Management Ltd
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Blue Creek Capital Management Ltd reported 6 stock positions worth $135.3 million. Its top holding was PDD (PDD) at 20.0% of the portfolio, followed by Full Truck Alliance -SPN ADR (YMM, 18.4%) and Kanzhun Ltd. - ADR (BZ, 17.1%). Compared with Q4 2023, it added to 2 and reduced 4. The biggest buy was Tencent Music Entertainm-ADR (TME, shares +315%) and the biggest sale New Oriental Educatio-SP ADR (EDU, shares −42%).
- Most Recent 13F
- Q3 2025
- Location
- HONG KONG, K3
- CIK
- 0001854024
- Portfolio Value
- $135.3M (Q1 2024)
- SEC Filing
- 0001854024-24-000003 ↗ filed May 9, 2024
Holdings Value
Holdings 6 stocks · $135.3M
| PDD PDD Holdings Inc. | 19.95% | 232,221 | $27.0M | Add +14.3% |
| YMM Full Truck Alliance -SPN ADR | 18.45% | 3,433,683 | $25.0M | Reduce -9.4% |
| BZ Kanzhun Ltd. - ADR | 17.13% | 1,322,431 | $23.2M | Reduce -19.1% |
| TME Tencent Music Entertainm-ADR | 16.91% | 2,044,668 | $22.9M | Add +314.9% |
| EDU New Oriental Educatio-SP ADR | 14.07% | 219,282 | $19.0M | Reduce -41.9% |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 13.49% | 1,329,126 | $18.2M | Reduce -8.6% |