Aspex Management (HK)’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 |
-5,126,453
| Closed | -$103M | – | 27 |
|
|
2025
Q1 | $103M | Sell |
5,126,453
-1,388,010
| -21% | -$27.9M | 2.65% | 15 |
|
|
2024
Q4 | $120M | Buy |
+6,514,463
| New | +$120M | 3.24% | 12 |
|
|
2024
Q1 | – | Sell |
-4,610,000
| Closed | -$74.7M | – | 35 |
|
|
2023
Q4 | $74.7M | Hold |
4,610,000
| – | – | 2.19% | 16 |
|
|
2023
Q3 | $71.5M | Sell |
4,610,000
-5,773,492
| -56% | -$89.6M | 2.2% | 15 |
|
|
2023
Q2 | $154M | Sell |
10,383,492
-2,858,776
| -22% | -$42.5M | 4.48% | 9 |
|
|
2023
Q1 | $249M | Sell |
13,242,268
-2,871,083
| -18% | -$54.1M | 6.13% | 5 |
|
|
2022
Q4 | $225M | Buy |
16,113,351
+2,662,335
| +20% | +$37.2M | 6.21% | 6 |
|
|
2022
Q3 | $236M | Sell |
13,451,016
-1,048,366
| -7% | -$18.4M | 6.96% | 5 |
|
|
2022
Q2 | $260M | Buy |
14,499,382
+2,500,000
| +21% | +$44.9M | 6.52% | 8 |
|
|
2022
Q1 | $148M | Buy |
11,999,382
+2,999,382
| +33% | +$37.1M | 5.87% | 8 |
|
|
2021
Q4 | $181M | Buy |
9,000,000
+6,500,000
| +260% | +$131M | 5.54% | 7 |
|
|
2021
Q3 | $45.7M | 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% | -$36.8M | 5.64% | 7 |
|
|
2020
Q4 | $194M | Buy |
3,146,514
+1,033,573
| +49% | +$63.6M | 7.64% | 4 |
|
|
2020
Q3 | $130M | Buy |
+2,112,941
| New | +$130M | 8.31% | 4 |
|