Sylebra Capital’s KE Holdings BEKE Stock Holding History

Sylebra Capital’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
2025 Q2	–	Sell	-802,139	Closed	-$16.1M	–	19
2025 Q1	$16.1M	Sell	802,139 -326,418	-29%	-$6.47M	0.81%	18
2024 Q4	$20.8M	Sell	1,128,557 -119,156	-10%	-$2.46M	0.78%	20
2024 Q3	$24.8M	Sell	1,247,713 -6,475	-0.5%	-$95.6K	0.82%	23
2024 Q2	$17.7M	Sell	1,254,188 -253,274	-17%	-$3.97M	0.66%	25
2024 Q1	$20.7M	Buy	1,507,462 +11,962	+0.8%	+$167K	0.69%	23
2023 Q4	$24.2M	Buy	1,495,500 +30,798	+2%	+$476K	0.92%	20
2023 Q3	$22.7M	Buy	+1,464,702	New	+$23.3M	1.21%	15

Other funds holding BEKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sylebra Capital's BEKE Position: Q2 2025 in Review

Sylebra Capital sold out of KE Holdings (BEKE) in Q2 2025, closing a stake of 802,139 shares — an estimated $16.1M sold.

Sylebra Capital first reported a position in BEKE in Q3 2023 and held it in 7 quarters. The position peaked at $24.8M in Q3 2024. 257 funds tracked by Wall St. Rank hold BEKE as of Q2 2025.

Sylebra Capital reported no remaining KE Holdings position as of Q2 2025 after selling out during the quarter.
Sylebra Capital sold 802,139 KE Holdings shares in Q2 2025, an estimated $16.1M.
Sylebra Capital first reported a position in KE Holdings in Q3 2023 and held it in 7 quarters.
Sylebra Capital's KE Holdings position peaked at $24.8M in Q3 2024.
257 funds tracked by Wall St. Rank held KE Holdings as of Q2 2025.

Based on Sylebra Capital's 13F filing for Q2 2025, filed 15 Aug 2025.