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 |
|