BCCM
Blue Creek Capital Management Portfolio holdings
AUM
$71.5M
1-Year Est. Return
18.6%
1 Year Est. Return
+18.6%
AUM
$77.1M
AUM Growth
+$4.08M
(+5.6%)
Holding
6
Top Buys
No buys this quarter
Sector Composition
| 1 | Communication Services | 35.9% |
| 2 | Technology | 26.11% |
| 3 | Consumer Discretionary | 17.92% |
| 4 | Real Estate | 15.07% |
| 5 | Consumer Staples | 4.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Full Truck Alliance
YMM
$13.7B
| $20.1M | 26.11% |
1,576,313
-120,000
|
|
||
2
Kanzhun
BZ
$10.5B
| $16.1M | 20.95% |
842,219
-75,000
|
|
||
3
Pinduoduo
PDD
$191B
| $13.8M | 17.92% |
116,721
|
|
||
4
KE Holdings
BEKE
$19.7B
| $11.6M | 15.07% |
578,313
|
|
||
5
Tencent Music
TME
$35.7B
| $11.5M | 14.95% |
799,768
|
|
||
6
New Oriental
EDU
$9.39B
| $3.85M | 4.99% |
80,512
-90,000
|
|