Blue Creek Capital Management Ltd 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · this is the latest filing on record
Blue Creek Capital Management Ltd disclosed 5 US equity positions worth $81.3m in its Q3 2025 13F filing. The largest position was YMM at 24.8% of the reported book, followed by BZ and TME. Against the Q2 2025 filing, it opened 0 new positions, added to 1 and reduced 0 among the top 5 holdings.
What did Blue Creek Capital Management Ltd own in Q3 2025? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | YMM FULL TRUCK ALLIANCE CO LTD | Technology | 24.8% | $20.2m | 1,557,313 | 7% | added |
| 2 | BZ KANZHUN LIMITED | Communication Services | 24.2% | $19.7m | 842,219 | 0% | held |
| 3 | TME TENCENT MUSIC ENTMT GROUP | Communication Services | 20.1% | $16.3m | 699,768 | 0% | held |
| 4 | PDD PDD HOLDINGS INC | Consumer Cyclical | 19.0% | $15.4m | 116,721 | 0% | held |
| 5 | BEKE KE HLDGS INC | Real Estate | 11.9% | $9.7m | 508,313 | 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.