$129 Million is the total value of Blue Creek Capital Management Ltd's 5 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | Sell | PDD HOLDINGS INCsponsored ads | $28,195,125 | +11.6% | 287,500 | -21.3% | 21.93% | +5.3% |
| YMM | Sell | FULL TRUCK ALLIANCE CO LTDsponsored ads | $27,955,748 | +10.3% | 3,970,987 | -2.6% | 21.74% | +4.1% |
| BZ | Buy | KANZHUN LIMITEDsponsored ads | $25,844,082 | +20.5% | 1,703,631 | +19.5% | 20.10% | +13.7% |
| BEKE | Buy | KE HLDGS INCsponsored ads | $23,918,276 | +9.1% | 1,541,126 | +4.4% | 18.60% | +3.0% |
| Sell | NEW ORIENTAL ED & TECHNOLOGYspon adr | $22,673,253 | -17.1% | 387,246 | -44.1% | 17.63% | -21.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PINDUODUO INC | 4 | Q3 2023 | 27.0% |
| NEW ORIENTAL ED & TECHNOLOGY | 4 | Q3 2023 | 26.2% |
| KANZHUN LIMITED | 4 | Q3 2023 | 22.1% |
| FULL TRUCK ALLIANCE CO LTD | 4 | Q3 2023 | 21.7% |
| KE HLDGS INC | 4 | Q3 2023 | 20.0% |
View Blue Creek Capital Management Ltd's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-05 |
| 13F-HR/A | 2023-02-16 |
| 13F-HR | 2023-02-13 |
View Blue Creek Capital Management Ltd's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.