CoreView Capital Trims KE Holdings as Beike Platform Connects China’s Housing Brokerage Network KE Holdings operates the Beike platform, which links home buyers, sellers, and real estate agents across China and helps coordinate housing transactions through a nationwide brokerage network. That position places the company at the center of property transaction activity in one of the world’s largest housing markets.
XY Capital Dumps 419,000 JD.com Shares in $13.7 Million Exit The JD.com position previously accounted for 9.4% of XY Capital Ltd’s AUM as of the prior quarter.
ACM Research Stock Soars 162% as One Fund's $78 Million Bet Signals Confidence in Chip Equipment Demand A big mid-rally addition reveals how one fund is leaning into the next phase of the semiconductor equipment cycle.
Why One Fund Made a $12.5 Million Bet on KE Holdings Despite a 12% One-Year Stock Slide A contrarian allocation into China’s largest housing platform highlights where disciplined capital is looking for durability, cash flow, and optionality in an out-of-favor market.
Why a Fund Made a $47.5 Million Bet on KE Holdings Even as the Stock Sinks 13% When nearly a third of a portfolio concentrates into one bruised stock, it usually signals a view that most investors are still too early to share.
TXNM Energy Stock Hits Records as One Fund Builds an $8 Million Position With shares near record highs and a buyout clock quietly ticking, this position says more about risk control and deal math than chasing momentum.
Why an $11.6 Million Chart Industries Stake Matters With a $210 Per Share Deal on the Table With a cash buyout price anchoring the stock and orders still hitting records, this move looks less like a macro call and more like a wager on deal certainty and downside protection.
David Tepper's Hedge Funds Bets On AMD, Nvidia In Q3, Takes Profits On Intel A new 13F filing shows David Tepper's hedge fund betting on regional banks, semiconductors and more.
David Tepper's Hedge Fund Bets On Intel, UnitedHealth; Cuts Position In Four Mag 7 Stocks David Tepper sold casino stocks and bought airline stocks in the second quarter. Here's a look at the changes made to the Appaloosa hedge fund.
Bridgewater Retreats From China, Shifts Billions Into US Mega-Cap Tech Bridgewater Associates exits holdings in US-listed Chinese companies amidst geopolitical tensions, shifts focus to US tech stocks.
BEKE's Q1 Revenue Soars 42%, Transaction Value Surges 34% as China's Housing Market Stabilizes BEKE shares lower after reporting Q1 FY25 results with net revenue up 42.4% Y/Y to $3.21 billion, GTV up 34.0% Y/Y, and gross profit up 17.0% Y/Y.
XPeng, Reddit And Micron Tech Are Among Top 10 Large-Cap Losers Last Week (Mar 17-Mar 21): Are The Others In Your Portfolio? Large-cap stocks worst performers last week, including BEKE, RDDT, FUTU, JHX, INCY, NUE, BAH, XPEV, MRNA, TU, WLK. Are they in your portfolio?
