Aspex Management (HK)’s KE Holdings BEKE Stock Holding History

Aspex Management (HK)’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
2025 Q2	–	Sell	-5,126,453	Closed	-$103M	–	29
2025 Q1	$103M	Sell	5,126,453 -1,388,010	-21%	-$27.5M	2.65%	15
2024 Q4	$120M	Buy	+6,514,463	New	+$134M	3.24%	12
2024 Q1	–	Sell	-4,610,000	Closed	-$74.7M	–	36
2023 Q4	$74.7M	Hold	4,610,000	–	–	2.19%	16
2023 Q3	$71.5M	Sell	4,610,000 -5,773,492	-56%	-$91.7M	2.2%	15
2023 Q2	$154M	Sell	10,383,492 -2,858,776	-22%	-$46.7M	4.48%	9
2023 Q1	$249M	Sell	13,242,268 -2,871,083	-18%	-$53.2M	6.13%	5
2022 Q4	$225M	Buy	16,113,351 +2,662,335	+20%	+$37M	6.21%	6
2022 Q3	$236M	Sell	13,451,016 -1,048,366	-7%	-$17M	6.96%	5
2022 Q2	$260M	Buy	14,499,382 +2,500,000	+21%	+$35.2M	6.52%	8
2022 Q1	$148M	Buy	11,999,382 +2,999,382	+33%	+$53.4M	5.87%	8
2021 Q4	$181M	Buy	9,000,000 +6,500,000	+260%	+$133M	5.54%	7
2021 Q3	$45.6M	Hold	2,500,000	–	–	1.52%	18
2021 Q2	$119M	Hold	2,500,000	–	–	3.9%	9
2021 Q1	$142M	Sell	2,500,000 -646,514	-21%	-$40.6M	5.64%	7
2020 Q4	$194M	Buy	3,146,514 +1,033,573	+49%	+$68.7M	7.64%	4
2020 Q3	$130M	Buy	+2,112,941	New	+$106M	8.31%	4

Other funds holding BEKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Aspex Management (HK)'s BEKE Position: Q2 2025 in Review

Aspex Management (HK) sold out of KE Holdings (BEKE) in Q2 2025, closing a stake of 5,126,453 shares — an estimated $103M sold.

Aspex Management (HK) first reported a position in BEKE in Q3 2020 and held it in 16 quarters. The position peaked at $260M in Q2 2022. 257 funds tracked by Wall St. Rank hold BEKE as of Q2 2025.

Aspex Management (HK) reported no remaining KE Holdings position as of Q2 2025 after selling out during the quarter.
Aspex Management (HK) sold 5,126,453 KE Holdings shares in Q2 2025, an estimated $103M.
Aspex Management (HK) first reported a position in KE Holdings in Q3 2020 and held it in 16 quarters.
Aspex Management (HK)'s KE Holdings position peaked at $260M in Q2 2022.
257 funds tracked by Wall St. Rank held KE Holdings as of Q2 2025.

Based on Aspex Management (HK)'s 13F filing for Q2 2025, filed 13 Aug 2025.