$151 Million is the total value of Blue Creek Capital Management Ltd's 5 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| YMM | Buy | FULL TRUCK ALLIANCE CO LTDsponsored ads | $31,863,070 | +98.7% | 4,187,000 | +108.9% | 21.14% | +65.2% |
| PDD | Sell | PDD HOLDINGS INCsponsored ads | $31,156,950 | -7.9% | 410,500 | -1.1% | 20.67% | -23.5% |
| Sell | NEW ORIENTAL ED & TECHNOLOGYspon adr | $31,022,556 | -5.4% | 803,485 | -14.7% | 20.58% | -21.4% | |
| BEKE | Buy | KE HLDGS INCsponsored ads | $30,174,370 | +101.7% | 1,601,612 | +49.5% | 20.02% | +67.6% |
| BZ | Buy | KANZHUN LIMITEDsponsored ads | $26,502,072 | -4.1% | 1,392,647 | +2.6% | 17.58% | -20.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-05
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.