InvestorLens

BEKE — KE HLDGS INC

Public company

Sign in to save3 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BEKE?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 2 selling last quarter
6
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their BEKE position last quarter, 0 bought and 2 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +3 tracked investors reported holding BEKE at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (0 reduced, 2 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About KE HLDGS INC (BEKE)

KE HLDGS INC (BEKE) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Philippe Laffont (Coatue Management), valued at $81M. Across recent filings, tracked investors recorded 6 new positions, 5 increased, 14 reduced, and 6 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BEKE

35
/100
Institutional Distribution
Added / Increased11
Reduced14
Exited6
BearishBullish
Crowded Trade Score™

How many top investors track BEKE

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

BEKE Ownership Composition

How KE HLDGS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
100% of tracked value
Institutions
3
tracked investors
Total Reported
$47.6M
combined 13F value
Types1
  • Multi-Strategy / Quant100.0%
Multi-Strategy / Quant(3)
100.0%

Tracked investors currently reporting BEKE

5 tracked investors have since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    737.2K
    Value
    $10.7M
    % Portfolio
    0.00%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    2.2M
    Value
    $32.6M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    295.7K
    Value
    $4.3M
    % Portfolio
    0.00%

Previously held BEKE

These investors reported BEKE in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Philippe LaffontCoatue Management272.2K$5.5MMar 31, 2025
David TepperAppaloosa Management1.5M$26.6MJun 30, 2025
Howard MarksOaktree Capital Management1.5M$26.8MJun 30, 2025
Ray DalioBridgewater Associates881.2K$17.7MMar 31, 2025
Paul Tudor JonesTudor Investment Corp283K$4.2MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold BEKE?
3 tracked institutional investors disclosed a position in BEKE (KE HLDGS INC) in their most recent 13F filing.
Who is the largest institutional holder of BEKE?
Philippe Laffont, Coatue Management, holds the largest disclosed position in BEKE, valued at $81M.
Did institutional ownership of BEKE increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 5 increased, 14 reduced, and 6 fully exited BEKE.
Where does this BEKE ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.