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Oakum Bay Capital’s KE Holdings BEKE Stock Holding History

Oakum Bay 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
2026
Q1 		$410K Sell
27,367
-1,096,731
-98% -$18.8M 0.22% 42
2025
Q4 		$17.7M Buy
+1,124,098
New +$19.3M 8.66% 3

Other funds holding BEKE

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.2B AUM 23.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HCVG
H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Oakum Bay Capital's BEKE Position: Q1 2026 in Review

Oakum Bay Capital reduced its KE Holdings (BEKE) stake by 98% in Q1 2026, selling an estimated $18.8M and leaving 27,367 shares worth $410K. The position accounts for 0.22% of the portfolio, ranked #42.

Oakum Bay Capital first reported a position in BEKE in Q4 2025 and has held it in 2 quarters since. The position peaked at $17.7M in Q4 2025. 199 funds tracked by Wall St. Rank hold BEKE as of Q1 2026.

  • Oakum Bay Capital held 27,367 shares of KE Holdings worth $410K as of Q1 2026.
  • Oakum Bay Capital sold 1,096,731 KE Holdings shares in Q1 2026, an estimated $18.8M.
  • KE Holdings made up 0.22% of Oakum Bay Capital's portfolio in Q1 2026, its #42 holding.
  • Oakum Bay Capital first reported a position in KE Holdings in Q4 2025 and has held it in 2 quarters since.
  • Oakum Bay Capital's KE Holdings position peaked at $17.7M in Q4 2025.
  • 199 funds tracked by Wall St. Rank held KE Holdings as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.