Headwater Capital’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	$8.87M	Hold	500,000	–	–	3.08%	10
2025 Q1	$10M	Sell	500,000 -100,000	-17%	-$2.01M	4.52%	7
2024 Q4	$11.1M	Buy	+600,000	New	+$11.1M	5.89%	8