M&G Plc BEKE KE HLDGS INC

Ownership history in M&G Plc  ·  10 quarters on record

AI Ownership Summary

M&G Plc reported KE HLDGS INC (BEKE) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.0% in 2024 Q4. The latest visible filing shows BEKE at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BEKE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M&G Plc's position in KE HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BEKE was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How M&G Plc held BEKE — position size vs. price
% of Fund (quarterly)    BEKE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 1,257,314 +578,408 +85.2% 0.09% $18.9M 2026-08-06 $16.92
2026 Q1 ADDED 678,906 +24,108 +3.7% 0.05% $10.2M 2026-05-13 $19.59
2025 Q4 ADDED 654,798 +112,352 +20.7% 0.05% $10.5M 2026-02-12 $17.41
2025 Q3 ADDED 542,446 +83,941 +18.3% 0.05% $10.3M 2025-11-07 $15.32
2025 Q2 REDUCED 94.9% +13.9% 458,505 -8,560,272 -94.9% 0.05% $8.3M 2025-08-08 $17.24
2025 Q1 REDUCED 9,018,777 -1,902 -0.0% 0.86% $180.4M 2025-05-13 $19.64
2024 Q4 REDUCED 10.6% +9.1% 9,020,679 -1,070,155 -10.6% 1.00% $162.4M 2025-02-11 $18.72
2024 Q3 ADDED 10,090,834 +1,422,667 +16.4% 0.73% $201.8M 2024-10-31 $21.09
2024 Q2 REDUCED 10.7% +40.7% 8,668,167 -1,037,550 -10.7% 0.48% $121.4M 2024-07-16 $14.23
2024 Q1 INITIATED 9,705,717 0.51% $135.9M 2024-05-10 $16.44

FAQ About M&G Plc and BEKE

These are the practical questions this page is built to answer before you even open the full history table.

How long has M&G Plc reported owning BEKE?

M&G Plc reported BEKE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported BEKE position in M&G Plc's portfolio?

The largest reported portfolio weight for BEKE was 1.00% in 2024 Q4.

What is the latest reported BEKE position on this page?

The most recent filing on this page is 2026 Q2, when M&G Plc reported 1,257,314 shares, equal to 0.09% of portfolio, with an estimated market value of $18.9M.

What does the chart on this BEKE ownership page compare?

The chart compares M&G Plc's quarterly BEKE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did M&G Plc time their BEKE position?

Based on 13F filing dates vs. subsequent BEKE price moves, M&G Plc correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on BEKE relative to SPY over the holding period was -15.9%.

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