Blue Creek Capital Management’s KE Holdings BEKE Stock Holding History

Blue Creek 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
2025 Q3	$9.66M	Hold	508,313	–	–	11.88%	5
2025 Q2	$9.02M	Sell	508,313 -70,000	-12%	-$1.35M	12.61%	5
2025 Q1	$11.6M	Hold	578,313	–	–	15.07%	4
2024 Q4	$10.7M	Sell	578,313 -143,261	-20%	-$2.95M	14.59%	5
2024 Q3	$14.4M	Buy	+721,574	New	+$10.6M	13.6%	5
2024 Q1	$18.2M	Sell	1,329,126 -125,000	-9%	-$1.75M	13.49%	6
2023 Q4	$23.6M	Sell	1,454,126 -87,000	-6%	-$1.35M	16.95%	5
2023 Q3	$23.9M	Buy	1,541,126 +65,250	+4%	+$1.04M	18.6%	4
2023 Q2	$21.9M	Sell	1,475,876 -125,736	-8%	-$2.05M	18.06%	4
2023 Q1	$30.2M	Buy	1,601,612 +530,000	+49%	+$9.81M	20.02%	4
2022 Q4	$15M	Buy	+1,071,612	New	+$14.9M	11.94%	5

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

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

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

HCVG

H Capital V GP Grand Cayman, Cayman Islands $74.1M AUM 25.49% 1-Year Est. Return

Blue Creek Capital Management's BEKE Position: Q3 2025 in Review

Blue Creek Capital Management held its KE Holdings (BEKE) position steady in Q3 2025 at 508,313 shares worth $9.66M. The position accounts for 11.88% of the portfolio, ranked #5.

Blue Creek Capital Management first reported a position in BEKE in Q4 2022 and has held it in 11 quarters since. The position peaked at $30.2M in Q1 2023. 241 funds tracked by Wall St. Rank hold BEKE as of Q3 2025.

Blue Creek Capital Management held 508,313 shares of KE Holdings worth $9.66M as of Q3 2025.
Blue Creek Capital Management left its KE Holdings share count unchanged in Q3 2025.
KE Holdings made up 11.88% of Blue Creek Capital Management's portfolio in Q3 2025, its #5 holding.
Blue Creek Capital Management first reported a position in KE Holdings in Q4 2022 and has held it in 11 quarters since.
Blue Creek Capital Management's KE Holdings position peaked at $30.2M in Q1 2023.
241 funds tracked by Wall St. Rank held KE Holdings as of Q3 2025.

Based on Blue Creek Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.