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

Polymer Capital Management (HK)’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 Q2	$436K	Sell	30,000 -196	-0.6%	-$3.23K	0.02%	128
2026 Q1	$452K	Buy	+30,196	New	+$518K	0.04%	139
2025 Q4	–	Sell	-400,000	Closed	-$7.6M	–	143
2025 Q3	$7.6M	Sell	400,000 -262,700	-40%	-$4.92M	1.05%	26
2025 Q2	$11.8M	Sell	662,700 -33,300	-5%	-$641K	1.78%	18
2025 Q1	$14M	Buy	696,000 +131,155	+23%	+$2.6M	2.38%	13
2024 Q4	$10.4M	Buy	564,845 +291,291	+106%	+$6M	1.8%	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	2.48%	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	1.7%	19

Other funds holding BEKE

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

HCVG

H Capital V GP Grand Cayman, Cayman Islands $71.9M AUM 18.09% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Polymer Capital Management (HK)'s BEKE Position: Q2 2026 in Review

Polymer Capital Management (HK) reduced its KE Holdings (BEKE) stake by 0.65% in Q2 2026, selling an estimated $3.23K and leaving 30,000 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #128.

Polymer Capital Management (HK) first reported a position in BEKE in Q4 2023 and has held it in 10 quarters since. The position peaked at $14M in Q1 2025. 204 funds tracked by Wall St. Rank hold BEKE as of Q2 2026.

Polymer Capital Management (HK) held 30,000 shares of KE Holdings worth $436K as of Q2 2026.
Polymer Capital Management (HK) sold 196 KE Holdings shares in Q2 2026, an estimated $3.23K.
KE Holdings made up 0.02% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #128 holding.
Polymer Capital Management (HK) first reported a position in KE Holdings in Q4 2023 and has held it in 10 quarters since.
Polymer Capital Management (HK)'s KE Holdings position peaked at $14M in Q1 2025.
204 funds tracked by Wall St. Rank held KE Holdings as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.