Polymer 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 | $11.8M | Sell |
662,700
-33,300
| -5% | -$591K | 1.78% | 17 |
|
|
2025
Q1 | $14M | Buy |
696,000
+131,155
| +23% | +$2.63M | 2.38% | 13 |
|
|
2024
Q4 | $10.4M | Buy |
564,845
+291,291
| +106% | +$5.37M | 1.8% | 14 |
|
|
2024
Q3 | $5.45M | Sell |
273,554
-593,385
| -68% | -$11.8M | 1.26% | 19 |
|
|
2024
Q2 | $12.3M | Buy |
866,939
+605,939
| +232% | +$8.57M | 2.48% | 10 |
|
|
2024
Q1 | $3.58M | Sell |
261,000
-42,605
| -14% | -$585K | 0.9% | 27 |
|
|
2023
Q4 | $4.92M | Buy |
+303,605
| New | +$4.92M | 1.7% | 19 |
|