Oxbow Capital 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	-500,000	Closed	-$10M	–	12
2025 Q1	$10M	Sell	500,000 -1,100,000	-69%	-$22.1M	3.15%	10
2024 Q4	$29.5M	Buy	1,600,000 +942,026	+143%	+$17.4M	10.46%	5
2024 Q3	$13.1M	Sell	657,974 -9,921	-1%	-$198K	5.59%	8
2024 Q2	$9.45M	Buy	+667,895	New	+$9.45M	3.2%	7