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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
+33.71%
1 Year Est. Return
+121.36%
3 Year Est. Return
+732.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$865M
AUM Growth
+$381M
Cap. Flow
+$269M
Cap. Flow %
31.06%
Top 10 Hldgs %
59.13%
Holding
88
New
40
Increased
21
Reduced
7
Closed
20

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$67.6M
2
SE icon
Sea Limited
SE
+$32.7M
3
TSLA icon
Tesla
TSLA
+$30.9M
4
BABA icon
Alibaba
BABA
+$26M
5
AVGO icon
Broadcom
AVGO
+$19.5M

Top Sells

Rank Stock Value
1
TME icon
Tencent Music
TME
+$29.7M
2
UBER icon
Uber
UBER
+$25.8M
3
AMZN icon
Amazon
AMZN
+$21.4M
4
AS icon
Amer Sports
AS
+$15.6M
5
SAP icon
SAP
SAP
+$14.5M

Sector Composition

Rank Sector Weight
1 Technology 36.73%
2 Consumer Discretionary 24.42%
3 Communication Services 20.17%
4 Industrials 9.31%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RIOT icon
26
Riot Platforms
RIOT
$7.76B
$6.62M 0.77%
+348,000
New +$4.82M
ULTA icon
27
Ulta Beauty
ULTA
$24.3B
$6.6M 0.76%
+12,080
New +$6.19M
SFM icon
28
Sprouts Farmers Market
SFM
$8.01B
$6.28M 0.73%
57,730
+39,557
+218% +$5.75M
SAP icon
29
SAP
SAP
$238B
$6.27M 0.72%
23,449
-51,487
-69% -$14.5M
TPR icon
30
Tapestry
TPR
$32.8B
$6.04M 0.7%
53,319
+25,696
+93% +$2.69M
ICLR icon
31
Icon
ICLR
$12.7B
$5.87M 0.68%
+33,526
New +$5.61M
ONON icon
32
On Holding
ONON
$12.5B
$5.29M 0.61%
+125,024
New +$5.95M
SNOW icon
33
Snowflake
SNOW
$115B
$5.11M 0.59%
22,635
+7,535
+50% +$1.62M
PONY
34
Pony AI Inc
PONY
$3.54B
$4.98M 0.58%
+221,408
New +$3.37M
ZEPP
35
Zepp Health
ZEPP
$69.7M
$4.81M 0.56%
+105,100
New +$3.18M
BE icon
36
Bloom Energy
BE
$64.6B
$4.79M 0.55%
+56,603
New +$2.63M
WMB icon
37
Williams Companies
WMB
$86.1B
$4.78M 0.55%
75,439
+71,333
+1,737% +$4.19M
PANW icon
38
Palo Alto Networks
PANW
$297B
$4.61M 0.53%
+22,649
New +$4.34M
NU icon
39
Nu Holdings
NU
$66.9B
$4.48M 0.52%
280,100
+84,000
+43% +$1.17M
MNSO icon
40
MINISO
MNSO
$3.75B
$4.32M 0.5%
192,100
+46,800
+32% +$1,000K
UNH icon
41
UnitedHealth
UNH
$370B
$4.3M 0.5%
+12,450
New +$3.77M
BROS icon
42
Dutch Bros
BROS
$9.26B
$3.99M 0.46%
+76,276
New +$4.82M
LLY icon
43
Eli Lilly
LLY
$1.06T
$3.97M 0.46%
+5,200
New +$3.87M
EBAY icon
44
eBay
EBAY
$49.7B
$3.52M 0.41%
+38,666
New +$3.42M
ROP icon
45
Roper Technologies
ROP
$39.8B
$3.49M 0.4%
+7,000
New +$3.73M
ISRG icon
46
Intuitive Surgical
ISRG
$134B
$3M 0.35%
+6,700
New +$3.22M
LMT icon
47
Lockheed Martin
LMT
$136B
$2.55M 0.29%
+5,100
New +$2.31M
AVAV icon
48
AeroVironment
AVAV
$9.45B
$2.36M 0.27%
+7,480
New +$1.94M
GOOGL icon
49
Alphabet (Google) Class A
GOOGL
$4.33T
$1.57M 0.18%
+6,467
New +$1.35M
RTX icon
50
RTX Corp
RTX
$301B
$1.28M 0.15%
+7,657
New +$1.19M
1
2
3 4

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Keystone Investors's Q3 2025 Portfolio in Review

As of Q3 2025, Keystone Investors held 88 positions worth $865M, up 79% from $484M the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Keystone Investors deployed $269M of net new capital in Q3 2025, opening 40 new positions and adding to 21 existing holdings. Its largest new stake was Tesla: 89,136 shares worth $39.6M.

By sector, the portfolio is most concentrated in Technology at 37% of assets, down from 39% a quarter earlier, followed by Consumer Discretionary and Communication Services.

On the sell side, the largest reduction was Tencent Music, an estimated $29.7M trimmed.

  • Keystone Investors's largest Q3 2025 buy was Tesla: 89,136 shares worth $39.6M.
  • Keystone Investors added most to Alphabet (Google) Class C in Q3 2025, an estimated $67.6M increase.
  • Keystone Investors's biggest Q3 2025 reduction was Tencent Music, cutting an estimated $29.7M.
  • Keystone Investors fully exited Uber in Q3 2025, selling an estimated $25.8M.
  • Keystone Investors's ten largest holdings make up 59% of its $865M portfolio in Q3 2025.
  • Keystone Investors opened 40 new positions and closed 20 in Q3 2025.
  • Keystone Investors's portfolio value rose 79% quarter-over-quarter to $865M.

Based on Keystone Investors's 13F filing for Q3 2025, filed 12 Nov 2025.