Vault-13

Blue Creek Capital Management Ltd

HONG KONG, K3 · CIK 1854024 · 13F filing filed 2025-11-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$81.3m reported value +13.7% vs Q2 2025
5positions
100.0%in top 10
0 new 1 added 0 reduced 1 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 FULL TRUCK ALLIANCE CO LTD SPONSORED ADS YMM YMM 1,557,313 $20.2m24.85% 24.85% AddedShares held: Q4 2024 1.7m, Q1 2025 1.6m, Q2 2025 1.5m, Q3 2025 1.6m +96.0k +96,000 6.6%
2 KANZHUN LIMITED SPONSORED ADS BZ BZ 842,219 $19.7m24.20% 24.20% UnchangedShares held: Q4 2024 917.2k, Q1 2025 842.2k, Q2 2025 842.2k, Q3 2025 842.2k
3 TENCENT MUSIC ENTMT GROUP SPON ADS TME TME 699,768 $16.3m20.09% 20.09% UnchangedShares held: Q4 2024 799.8k, Q1 2025 799.8k, Q2 2025 699.8k, Q3 2025 699.8k
4 PDD HOLDINGS INC SPONSORED ADS PDD PDD 116,721 $15.4m18.98% 18.98% UnchangedShares held: Q4 2024 116.7k, Q1 2025 116.7k, Q2 2025 116.7k, Q3 2025 116.7k
5 KE HLDGS INC SPONSORED ADS BEKE BEKE 508,313 $9.7m11.88% 11.88% UnchangedShares held: Q4 2024 578.3k, Q1 2025 578.3k, Q2 2025 508.3k, Q3 2025 508.3k

Sold out since Q2 2025

SecurityTickerShares held beforeValue then
NEW ORIENTAL ED & TECHNOLOGY EDU EDU 80,512 $4.3m80.5k shares