Blue Creek Capital Management Ltd
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Blue Creek Capital Management Ltd reported 6 stock positions worth $77.1 million. Its top holding was Full Truck Alliance -SPN ADR (YMM) at 26.1% of the portfolio, followed by Kanzhun Ltd. - ADR (BZ, 20.9%) and PDD (PDD, 17.9%). Compared with Q4 2024, it reduced 3. The biggest sale was New Oriental Educatio-SP ADR (EDU, shares −53%).
- Most Recent 13F
- Q3 2025
- Location
- HONG KONG, K3
- CIK
- 0001854024
- Portfolio Value
- $77.1M (Q1 2025)
- SEC Filing
- 0001854024-25-000003 ↗ filed May 7, 2025
Holdings Value
Holdings 6 stocks · $77.1M
| YMM Full Truck Alliance -SPN ADR | 26.11% | 1,576,313 | $20.1M | Reduce -7.1% |
| BZ Kanzhun Ltd. - ADR | 20.95% | 842,219 | $16.1M | Reduce -8.2% |
| PDD PDD Holdings Inc. | 17.92% | 116,721 | $13.8M | No change |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 15.07% | 578,313 | $11.6M | No change |
| TME Tencent Music Entertainm-ADR | 14.95% | 799,768 | $11.5M | No change |
| EDU New Oriental Educatio-SP ADR | 4.99% | 80,512 | $3.8M | Reduce -52.8% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| None this quarter. | |||