Q4 2023 · 13F-HR
Blue Creek Capital Management Ltdholdings as filed
Filed 2024-02-06 · accession 0001854024-24-000001
$139.1M
Reported value
6
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 722304102 | PDD | PDD HOLDINGS INC | $29.7M | 21.4% | 203,221 | Common | SOLE |
| 647581206 | EDU | NEW ORIENTAL ED & TECHNOLOGY | $27.7M | 19.9% | 377,382 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $27.1M | 19.5% | 1,633,631 | Common | SOLE |
| 35969L108 | YMM | FULL TRUCK ALLIANCE CO LTD | $26.6M | 19.1% | 3,789,541 | Common | SOLE |
| 482497104 | BEKE | KE HLDGS INC | $23.6M | 16.9% | 1,454,126 | Common | SOLE |
| 88034P109 | TME | TENCENT MUSIC ENTMT GROUP | $4.4M | 3.19% | 492,749 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.