Stephen Mandel’s KE Holdings BEKE Stock Holding History

Stephen Mandel’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
2022 Q1	–	Sell	-30,957,063	Closed	-$623M	–	33
2021 Q4	$623M	Buy	30,957,063 +755,277	+3%	+$15.5M	2.55%	15
2021 Q3	$551M	Buy	30,201,786 +17,132,569	+131%	+$418M	1.86%	24
2021 Q2	$623M	Buy	+13,069,217	New	+$668M	2.01%	24
2020 Q4	–	Sell	-1,000,000	Closed	-$61.3M	–	42
2020 Q3	$61.3M	Buy	+1,000,000	New	+$49.9M	0.26%	32

Other funds holding BEKE

SGA

SB Global Advisers London, United Kingdom $861M AUM 71.72% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

CCM

CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.82B AUM 0.41% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

Stephen Mandel's BEKE Position: Q1 2022 in Review

Stephen Mandel sold out of KE Holdings (BEKE) in Q1 2022, closing a stake of 30,957,063 shares — an estimated $623M sold.

Stephen Mandel first reported a position in BEKE in Q3 2020 and held it in 4 quarters. The position peaked at $623M in Q2 2021. 208 funds tracked by Wall St. Rank hold BEKE as of Q1 2022.

Stephen Mandel reported no remaining KE Holdings position as of Q1 2022 after selling out during the quarter.
Stephen Mandel sold 30,957,063 KE Holdings shares in Q1 2022, an estimated $623M.
Stephen Mandel first reported a position in KE Holdings in Q3 2020 and held it in 4 quarters.
Stephen Mandel's KE Holdings position peaked at $623M in Q2 2021.
208 funds tracked by Wall St. Rank held KE Holdings as of Q1 2022.

Based on Lone Pine Capital's 13F filing for Q1 2022, filed 16 May 2022.