$121 Million is the total value of Blue Creek Capital Management Ltd's 5 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Sell | NEW ORIENTAL ED & TECHNOLOGYspon adr | $27,357,606 | -11.8% | 692,773 | -13.8% | 22.55% | +9.5% | |
| YMM | Sell | FULL TRUCK ALLIANCE CO LTDsponsored ads | $25,346,500 | -20.5% | 4,075,000 | -2.7% | 20.89% | -1.2% |
| PDD | Sell | PDD HOLDINGS INCsponsored ads | $25,270,670 | -18.9% | 365,500 | -11.0% | 20.83% | +0.7% |
| BEKE | Sell | KE HLDGS INCsponsored ads | $21,916,759 | -27.4% | 1,475,876 | -7.9% | 18.06% | -9.8% |
| BZ | Buy | KANZHUN LIMITEDsponsored ads | $21,450,991 | -19.1% | 1,425,315 | +2.3% | 17.68% | +0.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-11
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 | 2024-05-09 |
| 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.