StockDriftsStockDriftsTop 5 Blue Creek Capital Management Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| YMM | FULL TRUCK ALLIANCE CO LTD | 24.85% | 1.56M | $20.2M | +6.57%(+96.00K) | $7.88(+34.14%) | 2025-09-30 | |
| BZ | KANZHUN LIMITED | 24.2% | 842.2K | $19.7M | 0.00%(+0) | $16.43(+19.87%) | 2025-09-30 | |
| TME | TENCENT MUSIC ENTMT GROUP | 20.09% | 699.8K | $16.3M | 0.00%(+0) | $9.31(+84.92%) | 2025-09-30 | |
| PDD | PDD HOLDINGS INC | 18.98% | 116.7K | $15.4M | 0.00%(+0) | $74.75(+62.67%) | 2025-09-30 | |
| BEKE | KE HLDGS INC | 11.88% | 508.3K | $9.7M | 0.00%(+0) | $15.45(+10.54%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +63.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +68.94% |
Blue Creek Capital Management Ltd reports $81.29M in US-listed equity holdings across 5 positions in its most recent 13F filing. Its largest disclosed positions are YMM (24.9%), BZ (24.2%) and TME (20.1%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +63.77% cumulatively over 10 quarters. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Blue Creek Capital Management Ltd’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1854024). View Blue Creek Capital Management Ltd’s 13F filings on SEC