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KI
Keystone Investors Portfolio holdings
AUM
$1.87B
This Fund
S&P 500
This Quarter
Est. Return
+61.24%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.87B
AUM Growth
–
Cap. Flow
+$1.75B
Cap. Flow
% of AUM
93.86%
Top 10 Holdings %
Top 10 Hldgs %
57.02%
Holding
84
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$147M |
| 2 |
Seagate
STX
|
+$144M |
| 3 |
Western Digital
WDC
|
+$143M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$138M |
| 5 |
CRCL
Circle Internet Group
CRCL
|
+$117M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 49.03% |
| 2 | Consumer Discretionary | 17.32% |
| 3 | Communication Services | 9.56% |
| 4 | Industrials | 8.46% |
| 5 | Financials | 5.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Western Digital
WDC
$148B
| $188M | 10.06% |
+294,247
| New | +$143M |
|
|
2
Seagate
STX
$173B
| $182M | 9.74% |
+188,590
| New | +$144M |
|
|
3
Amazon
AMZN
$2.68T
| $140M | 7.48% |
+585,950
| New | +$147M |
|
|
4
Alphabet (Google) Class C
GOOG
$4.15T
| $137M | 7.33% |
+387,306
| New | +$138M |
|
5
Coherent
COHR
$52.9B
| $84.4M | 4.52% |
+213,960
| New | +$75.7M |
|
6
Lumentum
LITE
$75.4B
| $76M | 4.07% |
+88,526
| New | +$79M |
|
|
CRCL
7
Circle Internet Group
CRCL
$22.5B
| $75.1M | 4.02% |
+1,198,332
| New | +$117M |
|
8
Frontline
FRO
$11.5B
| $65.2M | 3.49% |
+1,873,983
| New | +$68.9M |
|
9
Marvell Technology
MRVL
$200B
| $63.7M | 3.41% |
+213,933
| New | +$42.9M |
|
10
STMicroelectronics
STM
$42.8B
| $54.2M | 2.9% |
+724,339
| New | +$43.6M |
|
11
Vishay Intertechnology
VSH
$4.81B
| $50.2M | 2.69% |
+933,378
| New | +$38.2M |
|
12
Microsoft
MSFT
$3.71T
| $49.1M | 2.63% |
+131,550
| New | +$53.2M |
|
13
Moog Inc Class A
MOG.A
$11.3B
| $41.6M | 2.22% |
+98,035
| New | +$33.5M |
|
14
Ross Stores
ROST
$72.4B
| $33.3M | 1.78% |
+156,440
| New | +$35.2M |
|
15
Advanced Micro Devices
AMD
$820B
| $31M | 1.66% |
+53,442
| New | +$21.9M |
|
16
Interactive Brokers
IBKR
$40.1B
| $25.8M | 1.38% |
+296,158
| New | +$24.6M |
|
17
NVIDIA
NVDA
$5.1T
| $25.5M | 1.37% |
+127,660
| New | +$26.2M |
|
18
Atlassian
TEAM
$48.8B
| $25.1M | 1.34% |
+322,711
| New | +$26.4M |
|
19
Marriott International
MAR
$88B
| $24.6M | 1.31% |
+66,264
| New | +$24.4M |
|
20
Costco
COST
$403B
| $22.3M | 1.19% |
+23,840
| New | +$23.8M |
|
21
Sea Limited
SE
$63.5B
| $20.2M | 1.08% |
+211,123
| New | +$18.6M |
|
22
Alibaba
BABA
$274B
| $20M | 1.07% |
+208,861
| New | +$26.2M |
|
23
Snowflake
SNOW
$114B
| $19.5M | 1.04% |
+76,613
| New | +$14.1M |
|
24
Carpenter Technology
CRS
$20.2B
| $19.2M | 1.03% |
+31,165
| New | +$14.7M |
|
25
Datadog
DDOG
$82.3B
| $18.8M | 1% |
+72,044
| New | +$13.4M |
|
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Keystone Investors's Q2 2026 Portfolio in Review
As of Q2 2026, Keystone Investors held 84 positions worth $1.87B. Its ten largest holdings account for 57% of the portfolio.
Keystone Investors deployed $1.75B of net new capital in Q2 2026, opening 84 new positions. Its largest new stake was Amazon: 585,950 shares worth $140M.
By sector, the portfolio is most concentrated in Technology at 49% of assets, followed by Consumer Discretionary and Communication Services.
- Keystone Investors's largest Q2 2026 buy was Amazon: 585,950 shares worth $140M.
- Keystone Investors's ten largest holdings make up 57% of its $1.87B portfolio in Q2 2026.
- Keystone Investors opened 84 new positions and closed 0 in Q2 2026.
Based on Keystone Investors's 13F filing for Q2 2026, filed 14 Aug 2026.