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Showing Q3 2025 data
Blue Creek Capital Management Ltd's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Blue Creek Capital Management Ltd
•CIK: 1854024•Filing: 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%
📈 Biggest Buys
YMM
FULL TRUCK ALLIANCE CO LTD
+6.6%
24.8% of portfolio
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
↑1 increased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q1 2024Q4 2023