Blue Creek Capital Management Ltd
Follow13F filer, CIK 1854024, HONG KONG, Hong Kong
Blue Creek Capital Management Ltd reported $71,498,886 across 6 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-12.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001854024-25-000005
- Period
- 2025-06-30
- Reported value
- $71.5M
- Holdings
- 6
- Top 10 weight
- 100%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
None.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| TMEreduced | -100,000 | -$1.95M |
| YMMreduced | -115,000 | -$1.36M |
| BEKEreduced | -70,000 | -$1.24M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2025
Share positions as resolved from 13F-HR 0001854024-25-000005, largest first. % of portfolio is the value over $71,498,886, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| YMMFULL TRUCK ALLIANCE CO LTD | 1,461,313 | $17.3M | 24.14% | -115,000 | Timeline | ||
| BZKANZHUN LIMITED | 842,219 | $15M | 21.01% | 0 | Timeline | ||
| TMETENCENT MUSIC ENTMT GROUP | 699,768 | $13.6M | 19.08% | -100,000 | Timeline | ||
| PDDPDD HOLDINGS INC | 116,721 | $12.2M | 17.09% | 0 | Timeline | ||
| BEKEKE HLDGS INC | 508,313 | $9.02M | 12.61% | -70,000 | Timeline | ||
| EDUNEW ORIENTAL ED & TECHNOLOGY | 80,512 | $4.34M | 6.08% | 0 | Timeline |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001854024-25-000005 | base | 2025-08-12 | acceptance time not in the bulk data set |