Rovida Investment Management’s KE Holdings BEKE Stock Holding History

Rovida Investment Management’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	$13.1M	Buy	900,000 +300,000	+50%	+$4.94M	0.89%	14
2026 Q1	$8.98M	Buy	600,000 +50,000	+9%	+$858K	1.13%	13
2025 Q4	$8.66M	Hold	550,000	–	–	1.18%	11
2025 Q3	$10.4M	Hold	550,000	–	–	1.18%	11
2025 Q2	$9.75M	Hold	550,000	–	–	1.8%	10
2025 Q1	$11M	Buy	550,000 +150,000	+38%	+$2.97M	3.31%	8
2024 Q4	$7.36M	Buy	+400,000	New	+$8.25M	2.3%	11

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

Rovida Investment Management's BEKE Position: Q2 2026 in Review

Rovida Investment Management increased its KE Holdings (BEKE) stake by 50% in Q2 2026, buying an estimated $4.94M and bringing the position to 900,000 shares worth $13.1M. The position accounts for 0.89% of the portfolio, ranked #14.

Rovida Investment Management first reported a position in BEKE in Q4 2024 and has held it in 7 quarters since. 204 funds tracked by Wall St. Rank hold BEKE as of Q2 2026.

Rovida Investment Management held 900,000 shares of KE Holdings worth $13.1M as of Q2 2026.
Rovida Investment Management bought 300,000 KE Holdings shares in Q2 2026, an estimated $4.94M.
KE Holdings made up 0.89% of Rovida Investment Management's portfolio in Q2 2026, its #14 holding.
Rovida Investment Management first reported a position in KE Holdings in Q4 2024 and has held it in 7 quarters since.
204 funds tracked by Wall St. Rank held KE Holdings as of Q2 2026.

Based on Rovida Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.