Blue Creek Capital Management Ltd 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Blue Creek Capital Management Ltd disclosed 6 US equity positions worth $105.7m in its Q3 2024 13F filing. The largest position was EDU at 19.9% of the reported book, followed by YMM and PDD.
What did Blue Creek Capital Management Ltd own in Q3 2024? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 19.9% | $21.0m | 277,112 | – | |
| 2 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 18.9% | $19.9m | 2,210,851 | – | |
| 3 | PDD PDD HOLDINGS INC | Consumer Cyclical | 18.7% | $19.8m | 146,721 | – | |
| 4 | BZ KANZHUN LIMITED | Communication Services | 17.5% | $18.5m | 1,067,219 | – | |
| 5 | BEKE KE HLDGS INC | Real Estate | 13.6% | $14.4m | 721,574 | – | |
| 6 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 11.4% | $12.0m | 999,768 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.