Blue Creek Capital Management Ltd
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Blue Creek Capital Management Ltd reported 6 stock positions worth $71.5 million. Its top holding was Full Truck Alliance -SPN ADR (YMM) at 24.1% of the portfolio, followed by Kanzhun Ltd. - ADR (BZ, 21.0%) and Tencent Music Entertainm-ADR (TME, 19.1%). Compared with Q1 2025, it reduced 3. The biggest sale was Ke Holdings Inc.-ADR (BEKE, shares −12%).
- Most Recent 13F
- Q3 2025
- Location
- HONG KONG, K3
- CIK
- 0001854024
- Portfolio Value
- $71.5M (Q2 2025)
- SEC Filing
- 0001854024-25-000005 ↗ filed Aug 12, 2025
Holdings Value
Holdings 6 stocks · $71.5M
| YMM Full Truck Alliance -SPN ADR | 24.14% | 1,461,313 | $17.3M | Reduce -7.3% |
| BZ Kanzhun Ltd. - ADR | 21.01% | 842,219 | $15.0M | No change |
| TME Tencent Music Entertainm-ADR | 19.08% | 699,768 | $13.6M | Reduce -12.5% |
| PDD PDD Holdings Inc. | 17.09% | 116,721 | $12.2M | No change |
| BEKE Ke Holdings Inc.-ADR filed as KE HLDGS INC | 12.61% | 508,313 | $9.0M | Reduce -12.1% |
| EDU New Oriental Educatio-SP ADR | 6.08% | 80,512 | $4.3M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||