Polymer Capital Management (HK)’s KE Holdings BEKE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$452K Buy
+30,196
New +$518K 0.06% 139
2025
Q4
Sell
-400,000
Closed -$7.6M 143
2025
Q3
$7.6M Sell
400,000
-262,700
-40% -$4.92M 1.06% 26
2025
Q2
$11.8M Sell
662,700
-33,300
-5% -$641K 1.84% 18
2025
Q1
$14M Buy
696,000
+131,155
+23% +$2.6M 2.43% 13
2024
Q4
$10.4M Buy
564,845
+291,291
+106% +$6M 1.82% 14
2024
Q3
$5.45M Sell
273,554
-593,385
-68% -$8.76M 1.26% 19
2024
Q2
$12.3M Buy
866,939
+605,939
+232% +$9.49M 2.49% 10
2024
Q1
$3.58M Sell
261,000
-42,605
-14% -$595K 0.9% 27
2023
Q4
$4.92M Buy
+303,605
New +$4.7M 1.72% 19

Other funds holding BEKE