BCCM
Blue Creek Capital Management Portfolio holdings
AUM
$71.5M
1-Year Est. Return
18.6%
1 Year Est. Return
+18.6%
AUM
$71.5M
AUM Growth
-$5.58M
(-7.2%)
Holding
6
Top Buys
No buys this quarter
Sector Composition
| 1 | Communication Services | 40.09% |
| 2 | Technology | 24.14% |
| 3 | Consumer Discretionary | 17.09% |
| 4 | Real Estate | 12.61% |
| 5 | Consumer Staples | 6.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Full Truck Alliance
YMM
$13.6B
| $17.3M | 24.14% |
1,461,313
-115,000
|
|
||
2
Kanzhun
BZ
$10.4B
| $15M | 21.01% |
842,219
|
|
||
3
Tencent Music
TME
$35.4B
| $13.6M | 19.08% |
699,768
-100,000
|
|
||
4
Pinduoduo
PDD
$193B
| $12.2M | 17.09% |
116,721
|
|
||
5
KE Holdings
BEKE
$19.6B
| $9.02M | 12.61% |
508,313
-70,000
|
|
||
6
New Oriental
EDU
$9.34B
| $4.34M | 6.08% |
80,512
|
|