BCCM
Blue Creek Capital Management Portfolio holdings
AUM
$81.3M
1-Year Est. Return
35.74%
1 Year Est. Return
+35.74%
AUM
$81.3M
AUM Growth
+$9.79M
(+14%)
Holding
6
Sector Composition
| 1 | Communication Services | 44.29% |
| 2 | Technology | 24.85% |
| 3 | Consumer Discretionary | 18.98% |
| 4 | Real Estate | 11.88% |
| 5 | Consumer Staples | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Full Truck Alliance
YMM
$11.7B
| $20.2M | 24.85% |
1,557,313
+96,000
|
|
||
2
Kanzhun
BZ
$9.83B
| $19.7M | 24.2% |
842,219
|
|
||
3
Tencent Music
TME
$27.6B
| $16.3M | 20.09% |
699,768
|
|
||
4
Pinduoduo
PDD
$157B
| $15.4M | 18.98% |
116,721
|
|
||
5
KE Holdings
BEKE
$18.7B
| $9.66M | 11.88% |
508,313
|
|
||
6
New Oriental
EDU
$8.89B
| – | – |
-80,512
|
|