Blue Creek Capital Management Ltd 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Blue Creek Capital Management Ltd disclosed 6 US equity positions worth $71.5m in its Q2 2025 13F filing. The largest position was YMM at 24.1% of the reported book, followed by BZ and TME. Against the Q1 2025 filing, it opened 0 new positions, added to 0 and reduced 3 among the top 6 holdings.
What did Blue Creek Capital Management Ltd own in Q2 2025? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 24.1% | $17.3m | 1,461,313 | -7% | reduced |
| 2 | BZ KANZHUN LIMITED | Communication Services | 21.0% | $15.0m | 842,219 | 0% | held |
| 3 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 19.1% | $13.6m | 699,768 | -13% | reduced |
| 4 | PDD PDD HOLDINGS INC | Consumer Cyclical | 17.1% | $12.2m | 116,721 | 0% | held |
| 5 | BEKE KE HLDGS INC | Real Estate | 12.6% | $9.0m | 508,313 | -12% | reduced |
| 6 | EDU NEW ORIENTAL ED & TECHNOLOGY | Consumer Defensive | 6.1% | $4.3m | 80,512 | 0% | held |
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.