Latest imported 13F data
โณ
Showing Q3 2025 data
HedgeTrack has imported Q4 2025 data overall, but Blue Creek Capital Management Ltd's latest available filing here is Q3 2025.

Blue Creek Capital Management Ltd

โ€ขCIK: 1854024โ€ขFiling: Q3 2025

**Blue Creek Capital Management Ltd** manages $81M across a concentrated portfolio of five positions. The fund exhibits significant overweighting in YMM, representing $20.2M, followed closely by BZ at $19.7M. Further allocations include TME ($16.3M), PDD ($15.4M), and BEKE ($9.7M). This structure suggests a high-conviction, sector-specific approach to capital deployment.

Total AUM
$81.3M
QoQ Performance
+13.7%
Positions
5
Top 10 Concentration
100.0%
Latest Filing
Q3 2025

Top Holdings Allocation

YMM
BZ
TME
PDD
BEKE
YMM24.8%
BZ24.2%
TME20.1%
PDD19.0%
BEKE11.9%

๐Ÿ“ˆ Biggest Buys

YMM
FULL TRUCK ALLIANCE CO LTD
+6.6%
24.8% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other100.0%

๐Ÿšช Exited Positionssold since Q2 2025

N1UA
NEW ORIENTAL ED & TECHNOLOGY
SOLD
$4.3M

Changes from Q2 2025

โ†‘1 increased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022