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Blue Creek Capital Management LTD

CIK:0001854024
Hedge Fund
$77M AUM
6 holdings
Wan Chai, Hong Kong

Blue Creek Capital Management Ltd is an investment firm that primarily focuses on managing funds in the technology and related sectors, with significant holdings in companies like Full Truck Alliance Co. Ltd and Kanzhun Ltd.

Top Buys
Y
YMMFULL TRUCK ALLIANCE CO LTD
-$2.9M
B
BEKEKE HLDGS INC
-$2.6M
T
TMETENCENT MUSIC ENTMT GROUP
+$2.1M
P
PDDPDD HOLDINGS INC
-$1.6M
B
BZKANZHUN LIMITED
-$1.1M
Top Sells
Y
YMMFULL TRUCK ALLIANCE CO LTD
-$2.9M
B
BEKEKE HLDGS INC
-$2.6M
T
TMETENCENT MUSIC ENTMT GROUP
+$2.1M
P
PDDPDD HOLDINGS INC
-$1.6M
B
BZKANZHUN LIMITED
-$1.1M

Top Holdings

Y
YMMFULL TRUCK ALLIANCE CO LTD
+24.1%$17.3M
B
BZKANZHUN LIMITED
+21.0%$15.0M
T
TMETENCENT MUSIC ENTMT GROUP
+19.1%$13.6M
P
PDDPDD HOLDINGS INC
+17.1%$12.2M
B
BEKEKE HLDGS INC
+12.6%$9.0M

Equity Positions (6)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
Y
YMM
FULL TRUCK ALLIANCE CO LTD24.14%$17.3M1,461,313$9.01$11.81-$2.9M
B
BZ
KANZHUN LIMITED21.01%$15.0M842,219$17.36$17.84-$1.1M
T
TME
TENCENT MUSIC ENTMT GROUP19.08%$13.6M699,768$12.05$19.49+$2.1M
P
PDD
PDD HOLDINGS INC17.09%$12.2M116,721$134.81$104.66-$1.6M
B
BEKE
KE HLDGS INC12.61%$9.0M508,313$19.91$17.74-$2.6M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+24.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+21.0%
RADIO BROADCASTING STATIONS
+19.1%
SERVICES-BUSINESS SERVICES, NEC
+17.1%
REAL ESTATE AGENTS & MANAGERS (FOR OTHERS)
+12.6%