Baron Emerging Markets Fund Q4 2025 Portfolio Activity

During Q4, Baron Emerging Markets Fund added a few new investments to existing themes while also increasing exposure to several positions that we established in earlier periods. SK hynix has emerged as the industry leader in cutting-edge HBM due to its superior performance, durability, and heat dissipation.

Seeking Alpha • Feb 22, 2026

Baird Chautauqua International Growth Fund: Q4 2025 Winners, Laggards, Buys & Sells

Baird Chautauqua International Growth Fund underperformed its benchmark as stock selection in health care and consumer discretionary detracted most from relative returns. Fanuc reported September quarter results that beat consensus estimates, raising full-year operating profit guidance by 10% on demand recovery and improved utilization rates. Sea Limited reported September quarter results that beat consensus estimates, with revenue growing 38% and gross merchandise value growing 28%.

Seeking Alpha • Feb 13, 2026

Why One Fund Made a $12.5 Million Bet on KE Holdings Despite a 12% One-Year Stock Slide

China-based Perseverance Asset Management initiated a position in KE Holdings during the third quarter, buying up a total of 659,849 shares. The shares were worth an estimated $12.54 million at quarter-end.

The Motley Fool • Dec 28, 2025

Why a Fund Made a $47.5 Million Bet on KE Holdings Even as the Stock Sinks 13%

Hong Kong-based Athos Capital added 2.5 million shares of BEKE in the third quarter. The move contributed to a $47.5 million net position change from the previous period.

The Motley Fool • Dec 22, 2025

KE Holdings: Tough To Turn Bullish If Macro Continues To Stay Weak

KE Holdings remains a hold as China's property market downturn overshadows operational improvements. Home rental and renovation segments now contribute profitably, with margin gains from asset-light models and supply chain efficiencies. Despite BEKE's productivity gains and cost reductions, macro headwinds and falling home prices depress transaction volumes and sentiment.

Seeking Alpha • Dec 4, 2025

Robbins Geller Rudman & Dowd LLP Announces Proposed Settlement in the KE Holdings Securities Litigation

SAN DIEGO--(BUSINESS WIRE)--The following statement is being issued by Robbins Geller Rudman & Dowd LLP regarding the KE Holdings Securities Litigation: UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK KEN CHIN, Individually and on Behalf of All Others Similarly Situated,   Civil Action No. 1:21-cv-11196-GHW-BCM   Plaintiff, SUMMARY NOTICE OF PENDENCY OF CLASS ACTION, PROPOSED SETTLEMENT, AND MOTION FOR ATTORNEYS' FEES AND EXPENSES vs.       KE HOLDINGS INC., COLLEEN A. DE VRIES,.

Business Wire • Nov 21, 2025

China's Top Real Estate Brokerage's Big Share Buybacks In A Struggling Property Market

China's largest real estate brokerage has spent $2.3 billion on share repurchases in the last three years as a struggling property market weighs on its profits

Benzinga • Nov 18, 2025

KE Holdings Inc. (BEKE) Q3 2025 Earnings Call Transcript

KE Holdings Inc. ( BEKE ) Q3 2025 Earnings Call November 10, 2025 7:00 AM EST Company Participants Siting Li - Investor Relations Director & Joint Company Secretary Tao Xu - CFO & Executive Director Yongdong Peng - Co-Founder, Chairman & CEO Conference Call Participants John Lam - UBS Investment Bank, Research Division Griffin Chan - Citigroup Inc., Research Division Jiong Shao - Barclays Bank PLC, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Presentation Operator Hello, ladies and gentlemen. Thank you for standing by for KE Holdings, Inc. Third Quarter 2025 Earnings Conference Call.

Seeking Alpha • Nov 10, 2025

KE Holdings Inc. Announces Third Quarter 2025 Unaudited Financial Results

BEIJING, Nov. 10, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced its unaudited financial results for the third quarter ended September 30, 2025.

GlobeNewsWire • Nov 10, 2025

Top 3 Real Estate Stocks That May Rocket Higher In November

The most oversold stocks in the real estate sector presents an opportunity to buy into undervalued companies.

Benzinga • Nov 10, 2025