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KI

Keystone Investors Portfolio holdings

AUM $1.11B
1-Year Est. Return 121.36%
This Fund
S&P 500
This Quarter Est. Return
+16.42%
1 Year Est. Return
+121.36%
3 Year Est. Return
+732.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$248M
Cap. Flow
+$169M
Cap. Flow %
15.2%
Top 10 Hldgs %
61.22%
Holding
107
New
39
Increased
24
Reduced
13
Closed
30

Top Buys

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$73.9M
2
GDX icon
VanEck Gold Miners ETF
GDX
+$52.9M
3
NVDA icon
NVIDIA
NVDA
+$35.3M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$31.5M
5
AGX icon
Argan
AGX
+$28.9M

Top Sells

Rank Stock Value
1
TME icon
Tencent Music
TME
+$52.4M
2
BABA icon
Alibaba
BABA
+$35.5M
3
AVGO icon
Broadcom
AVGO
+$28.8M
4
META icon
Meta Platforms (Facebook)
META
+$28.5M
5
ATI icon
ATI
ATI
+$22.2M

Sector Composition

Rank Sector Weight
1 Technology 33.62%
2 Consumer Discretionary 22.68%
3 Communication Services 16.72%
4 Healthcare 9.61%
5 Industrials 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PONY
26
Pony AI Inc
PONY
$3.33B
$9.7M 0.87%
668,658
+447,250
+202% +$7.44M
MCD icon
27
McDonald's
MCD
$193B
$9.62M 0.86%
+31,480
New +$9.64M
PWR icon
28
Quanta Services
PWR
$84.2B
$9.51M 0.85%
+22,527
New +$9.9M
CTSH icon
29
Cognizant
CTSH
$26.5B
$9.2M 0.83%
+110,855
New +$8.29M
SNOW icon
30
Snowflake
SNOW
$98.1B
$9.18M 0.83%
41,871
+19,236
+85% +$4.7M
WRD
31
WeRide Inc
WRD
$1.9B
$8.51M 0.76%
979,885
+137,496
+16% +$1.28M
TPR icon
32
Tapestry
TPR
$30.3B
$8M 0.72%
62,622
+9,303
+17% +$1.06M
NU icon
33
Nu Holdings
NU
$67.8B
$7.69M 0.69%
459,366
+179,266
+64% +$2.88M
MIR icon
34
Mirion Technologies
MIR
$3.56B
$7.26M 0.65%
309,887
-571,706
-65% -$14.3M
SNDK
35
Sandisk
SNDK
$150B
$6.6M 0.59%
+27,800
New +$5.57M
MMYT icon
36
MakeMyTrip
MMYT
$5.38B
$6.37M 0.57%
+77,600
New +$6.37M
PANW icon
37
Palo Alto Networks
PANW
$256B
$6.19M 0.56%
33,610
+10,961
+48% +$2.21M
ICLR icon
38
Icon
ICLR
$13.7B
$6.11M 0.55%
33,526
– –
APH icon
39
Amphenol
APH
$185B
$5.81M 0.52%
+43,000
New +$5.75M
ROST icon
40
Ross Stores
ROST
$80.8B
$5.73M 0.51%
+31,800
New +$5.31M
SPGI icon
41
S&P Global
SPGI
$124B
$5.29M 0.48%
+10,120
New +$5.01M
H icon
42
Hyatt Hotels
H
$17.5B
$5.07M 0.46%
+31,600
New +$4.84M
WMB icon
43
Williams Companies
WMB
$85.8B
$4.76M 0.43%
79,110
+3,671
+5% +$222K
ARWR icon
44
Arrowhead Research
ARWR
$12.1B
$3.84M 0.35%
+57,900
New +$2.84M
ATI icon
45
ATI
ATI
$24.3B
$3.83M 0.34%
33,415
-227,865
-87% -$22.2M
ALNY icon
46
Alnylam Pharmaceuticals
ALNY
$38.3B
$3.53M 0.32%
+8,880
New +$3.93M
BWXT icon
47
BWX Technologies
BWXT
$14.4B
$2.96M 0.27%
+17,100
New +$3.21M
CRS icon
48
Carpenter Technology
CRS
$26.4B
$2.83M 0.25%
8,974
-25,472
-74% -$7.66M
PTGX icon
49
Protagonist Therapeutics
PTGX
$8.55B
$2.3M 0.21%
+26,390
New +$2.16M
TSM icon
50
TSMC
TSM
$1.94T
$2.02M 0.18%
6,640
+3,639
+121% +$1.07M
1
2
3 4 5

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Keystone Investors's Q4 2025 Portfolio in Review

As of Q4 2025, Keystone Investors held 107 positions worth $1.11B, up 29% from $865M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Keystone Investors deployed $169M of net new capital in Q4 2025, opening 39 new positions and adding to 24 existing holdings. Its largest new stake was Amazon: 323,162 shares worth $74.6M.

By sector, the portfolio is most concentrated in Technology at 34% of assets, down from 37% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was ATI, an estimated $22.2M trimmed.

  • Keystone Investors's largest Q4 2025 buy was Amazon: 323,162 shares worth $74.6M.
  • Keystone Investors added most to NVIDIA in Q4 2025, an estimated $35.3M increase.
  • Keystone Investors's biggest Q4 2025 reduction was ATI, cutting an estimated $22.2M.
  • Keystone Investors fully exited Tencent Music in Q4 2025, selling an estimated $52.4M.
  • Keystone Investors's ten largest holdings make up 61% of its $1.11B portfolio in Q4 2025.
  • Keystone Investors opened 39 new positions and closed 30 in Q4 2025.
  • Keystone Investors's portfolio value rose 29% quarter-over-quarter to $1.11B.

Based on Keystone Investors's 13F filing for Q4 2025, filed 13 Feb 2026.