Lone Pine Capital’s KE Holdings BEKE Stock Holding History

Lone Pine Capital’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
2022 Q1	–	Sell	-30,957,063	Closed	-$623M	–	33
2021 Q4	$623M	Buy	30,957,063 +755,277	+3%	+$15.5M	2.55%	15
2021 Q3	$551M	Buy	30,201,786 +17,132,569	+131%	+$418M	1.86%	24
2021 Q2	$623M	Buy	+13,069,217	New	+$668M	2.01%	24
2020 Q4	–	Sell	-1,000,000	Closed	-$61.3M	–	42
2020 Q3	$61.3M	Buy	+1,000,000	New	+$49.9M	0.26%	32

Other funds holding BEKE

SGA

SB Global Advisers London, United Kingdom $861M AUM 71.72% 1-Year Est. Return

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

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

CCM

CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Lone Pine Capital's BEKE Position: Q1 2022 in Review

Lone Pine Capital sold out of KE Holdings (BEKE) in Q1 2022, closing a stake of 30,957,063 shares — an estimated $623M sold.

Lone Pine Capital first reported a position in BEKE in Q3 2020 and held it in 4 quarters. The position peaked at $623M in Q2 2021. 207 funds tracked by Wall St. Rank hold BEKE as of Q1 2022.

Lone Pine Capital reported no remaining KE Holdings position as of Q1 2022 after selling out during the quarter.
Lone Pine Capital sold 30,957,063 KE Holdings shares in Q1 2022, an estimated $623M.
Lone Pine Capital first reported a position in KE Holdings in Q3 2020 and held it in 4 quarters.
Lone Pine Capital's KE Holdings position peaked at $623M in Q2 2021.
207 funds tracked by Wall St. Rank held KE Holdings as of Q1 2022.

Based on Lone Pine Capital's 13F filing for Q1 2022, filed 16 May 2022.