Blue Creek Capital Management Ltd

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), Blue Creek Capital Management Ltd reported 6 stock positions worth $105.7 million. Its top holding was New Oriental Educatio-SP ADR (EDU) at 19.9% of the portfolio, followed by Full Truck Alliance -SPN ADR (YMM, 18.9%) and PDD (PDD, 18.7%).

Most Recent 13F
Q3 2025
Location
HONG KONG, K3
CIK
0001854024
Portfolio Value
$105.7M (Q3 2024)
SEC Filing
0001854024-24-000005 ↗ filed Nov 8, 2024

Holdings Value

0$50.0M$100.0M$150.0M Q1 2024: $135.3M Q1 2024 Q3 2024: $105.7M $105.7M Q3 2024 Q4 2024: $73.0M Q4 2024 Q1 2025: $77.1M Q1 2025 Q2 2025: $71.5M Q2 2025 Q3 2025: $81.3M Q3 2025

Holdings 6 stocks · $105.7M

EDU New Oriental Educatio-SP ADR 19.89% 277,112 $21.0M —
YMM Full Truck Alliance -SPN ADR 18.85% 2,210,851 $19.9M —
PDD PDD Holdings Inc. 18.72% 146,721 $19.8M —
BZ Kanzhun Ltd. - ADR 17.54% 1,067,219 $18.5M —
BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC 13.60% 721,574 $14.4M —
TME Tencent Music Entertainm-ADR 11.40% 999,768 $12.0M —

Portfolio Sells Q3 2024

No earlier filing to compare with.

Portfolio Buys Q3 2024

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 5$81.3MYMM, BZ, TME, PDD, BEKE
Q2 2025 6$71.5MYMM, BZ, TME, PDD, BEKE
Q1 2025 6$77.1MYMM, BZ, PDD, BEKE, TME
Q4 2024 6$73.0MYMM, BZ, PDD, EDU, BEKE
Q3 2024 6$105.7MEDU, YMM, PDD, BZ, BEKE
Q1 2024 6$135.3MPDD, YMM, BZ, TME, EDU