Alkeon Capital Management’s KE Holdings BEKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$49.2M Sell
2,772,723
-1,500,000
-35% -$26.6M 0.08% 60
2025
Q1
$85.8M Sell
4,272,723
-753,276
-15% -$15.1M 0.18% 43
2024
Q4
$92.6M Sell
5,025,999
-6,000,000
-54% -$111M 0.19% 39
2024
Q3
$220M Sell
11,025,999
-111,382
-1% -$2.22M 0.38% 29
2024
Q2
$158M Hold
11,137,381
0.26% 35
2024
Q1
$153M Hold
11,137,381
0.26% 35
2023
Q4
$181M Buy
11,137,381
+1,989,686
+22% +$32.3M 0.4% 29
2023
Q3
$142M Sell
9,147,695
-2,983,884
-25% -$46.3M 0.25% 36
2023
Q2
$180M Buy
12,131,579
+1,231,252
+11% +$18.3M 0.32% 28
2023
Q1
$205M Buy
10,900,327
+3,885,342
+55% +$73.2M 0.45% 24
2022
Q4
$97.9M Sell
7,014,985
-1,045,206
-13% -$14.6M 0.38% 45
2022
Q3
$141M Sell
8,060,191
-1,425,736
-15% -$25M 0.46% 36
2022
Q2
$170M Sell
9,485,927
-164,163
-2% -$2.95M 0.46% 34
2022
Q1
$119M Sell
9,650,090
-247,127
-2% -$3.06M 0.24% 63
2021
Q4
$199M Buy
9,897,217
+2,000,000
+25% +$40.2M 0.37% 51
2021
Q3
$144M Buy
+7,897,217
New +$144M 0.24% 71