$125 Million is the total value of Blue Creek Capital Management Ltd's 5 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PDD | New | PINDUODUO INCsponsored ads | $33,843,250 | – | 415,000 | +100.0% | 27.02% | – |
| New | NEW ORIENTAL ED & TECHNOLOGYspon adr | $32,782,508 | – | 941,485 | +100.0% | 26.17% | – | |
| BZ | New | KANZHUN LIMITEDsponsored ads | $27,647,386 | – | 1,357,260 | +100.0% | 22.07% | – |
| YMM | New | FULL TRUCK ALLIANCE CO LTDsponsored ads | $16,032,000 | – | 2,004,000 | +100.0% | 12.80% | – |
| BEKE | New | KE HLDGS INCsponsored ads | $14,959,704 | – | 1,071,612 | +100.0% | 11.94% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2023-02-16
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.