Alkeon Capital Management
BEKE icon

Alkeon Capital Management’s KE Holdings BEKE Stock Holding History

Alkeon Capital Management’s Portfolio BEKE Stock Details BEKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,093,559
Closed -$17.2M – 106
2025
Q4 		$17.2M Sell
1,093,559
-1,054,164
-49% -$18.1M 0.03% 104
2025
Q3 		$40.8M Sell
2,147,723
-625,000
-23% -$11.7M 0.06% 88
2025
Q2 		$49.2M Sell
2,772,723
-1,500,000
-35% -$28.9M 0.08% 78
2025
Q1 		$85.8M Sell
4,272,723
-753,276
-15% -$14.9M 0.18% 60
2024
Q4 		$92.6M Sell
5,025,999
-6,000,000
-54% -$124M 0.19% 54
2024
Q3 		$220M Sell
11,025,999
-111,382
-1% -$1.64M 0.38% 42
2024
Q2 		$158M Hold
11,137,381
– – 0.26% 51
2024
Q1 		$153M Hold
11,137,381
– – 0.26% 53
2023
Q4 		$181M Buy
11,137,381
+1,989,686
+22% +$30.8M 0.4% 44
2023
Q3 		$142M Sell
9,147,695
-2,983,884
-25% -$47.4M 0.25% 53
2023
Q2 		$180M Buy
12,131,579
+1,231,252
+11% +$20.1M 0.32% 45
2023
Q1 		$205M Buy
10,900,327
+3,885,342
+55% +$71.9M 0.45% 39
2022
Q4 		$97.9M Sell
7,014,985
-1,045,206
-13% -$14.5M 0.38% 66
2022
Q3 		$141M Sell
8,060,191
-1,425,736
-15% -$23.1M 0.46% 49
2022
Q2 		$170M Sell
9,485,927
-164,163
-2% -$2.31M 0.46% 50
2022
Q1 		$119M Sell
9,650,090
-247,127
-2% -$4.4M 0.24% 86
2021
Q4 		$199M Buy
9,897,217
+2,000,000
+25% +$41M 0.37% 65
2021
Q3 		$144M Buy
+7,897,217
New +$193M 0.24% 86

Other funds holding BEKE

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HCVG
H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Alkeon Capital Management's BEKE Position: Q1 2026 in Review

Alkeon Capital Management sold out of KE Holdings (BEKE) in Q1 2026, closing a stake of 1,093,559 shares — an estimated $17.2M sold.

Alkeon Capital Management first reported a position in BEKE in Q3 2021 and held it in 18 quarters. The position peaked at $220M in Q3 2024. 199 funds tracked by Wall St. Rank hold BEKE as of Q1 2026.

  • Alkeon Capital Management reported no remaining KE Holdings position as of Q1 2026 after selling out during the quarter.
  • Alkeon Capital Management sold 1,093,559 KE Holdings shares in Q1 2026, an estimated $17.2M.
  • Alkeon Capital Management first reported a position in KE Holdings in Q3 2021 and held it in 18 quarters.
  • Alkeon Capital Management's KE Holdings position peaked at $220M in Q3 2024.
  • 199 funds tracked by Wall St. Rank held KE Holdings as of Q1 2026.

Based on Alkeon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.