Antipodes Partners’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
Sell
-4,423,574
Closed -$88.9M 110
2025
Q1
$88.9M Sell
4,423,574
-688,818
-13% -$13.8M 2.78% 16
2024
Q4
$94.2M Buy
5,112,392
+462,416
+10% +$8.52M 3.27% 12
2024
Q3
$92.6M Buy
4,649,976
+461,455
+11% +$9.19M 3.21% 11
2024
Q2
$59.3M Buy
4,188,521
+2,694,260
+180% +$38.1M 2.15% 22
2024
Q1
$20.5M Buy
1,494,261
+1,481,935
+12,023% +$20.3M 0.65% 34
2023
Q4
$199K Buy
12,326
+2,585
+27% +$41.7K 0.01% 51
2023
Q3
$150K Buy
9,741
+112
+1% +$1.73K ﹤0.01% 51
2023
Q2
$142K Buy
9,629
+599
+7% +$8.83K ﹤0.01% 45
2023
Q1
$170K Sell
9,030
-5,999
-40% -$113K 0.01% 45
2022
Q4
$209K Sell
15,029
-1,556,330
-99% -$21.6M 0.01% 49
2022
Q3
$27.5M Sell
1,571,359
-2,192,984
-58% -$38.4M 1.1% 31
2022
Q2
$67.6M Buy
3,764,343
+2,502,741
+198% +$44.9M 2.81% 16
2022
Q1
$15.6M Sell
1,261,602
-282,928
-18% -$3.5M 0.55% 29
2021
Q4
$31.1M Buy
+1,544,530
New +$31.1M 1.12% 27