Artisan Companions, an funding administration firm, launched its “Artisan Growing World Fund” second quarter 2025 investor letter. A replica of the letter will be downloaded right here. Within the second quarter, the fund (Investor Class) returned 14.40% in comparison with 11.99% for the MSCI Rising Markets Index. The Artisan Growing World Fund has returned 192.04% cumulatively, since June 30, 2015, in comparison with 60.03% for the index. Equities rose within the quarter regardless of uncertainty round US commerce initiatives, strife in longer-dated bond markets, shifts in international forex preferences, and flash factors in geopolitical circumstances. US markets outperformed worldwide markets in native forex phrases for a similar interval. As well as, please test the fund’s high 5 holdings to know its finest picks in 2025.
In its second quarter 2025 investor letter, Artisan Growing World Fund highlighted shares comparable to KE Holdings Inc. (NYSE:BEKE). KE Holdings Inc. (NYSE:BEKE) engages in working an built-in on-line and offline platform. The one-month return of KE Holdings Inc. (NYSE:BEKE) was -5.15%, and its shares gained 16.53% of their worth over the past 52 weeks. On July 8, 2025, KE Holdings Inc. (NYSE:BEKE) inventory closed at $18.05 per share, with a market capitalization of $21.577 billion.
Artisan Growing World Fund said the next relating to KE Holdings Inc. (NYSE:BEKE) in its second quarter 2025 investor letter:
“Backside contributors to efficiency for the quarter included Meituan, PDD Holdings, Chinese language actual property platform KE Holdings Inc. (NYSE:BEKE), LVMH, Kanzhun (BOSS). BEKE fell as a result of sequential weakening of the Chinese language property market after a really sturdy restoration in Q1, regardless of share positive aspects in each the brand new and current house markets.”
Aerial shot of a contemporary actual property improvement with residential houses.
KE Holdings Inc. (NYSE:BEKE) shouldn’t be on our record of 30 Most Widespread Shares Amongst Hedge Funds. As per our database, 39 hedge fund portfolios held KE Holdings Inc. (NYSE:BEKE) on the finish of the primary quarter, in comparison with 47 within the earlier quarter. Whereas we acknowledge the potential of BEKE as an funding, we imagine sure AI shares provide larger upside potential and carry much less draw back threat. If you happen to’re in search of a particularly undervalued AI inventory that additionally stands to learn considerably from Trump-era tariffs and the onshoring development, see our free report on the finest short-term AI inventory.
In one other article, we coated KE Holdings Inc. (NYSE:BEKE) and shared billionaire Lei Zhang’s inventory picks with enormous upside potential. As well as, please try our hedge fund investor letters Q2 2025 web page for extra investor letters from hedge funds and different main buyers.
