We are live on
!
Find out more
KI
Keystone Investors Portfolio holdings
AUM
$1.11B
1-Year Est. Return
121.36%
This Fund
S&P 500
This Quarter
Est. Return
+8.83%
1 Year Est. Return
+121.36%
3 Year Est. Return
+732.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$712M
AUM Growth
-$720M
(-50%)
Cap. Flow
-$713M
Cap. Flow
% of AUM
-100.21%
Top 10 Holdings %
Top 10 Hldgs %
86.78%
Holding
102
New
25
Increased
8
Reduced
18
Closed
51
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Micron Technology
MU
|
+$106M |
| 2 |
Huazhu Hotels Group
HTHT
|
+$61.1M |
| 3 |
Qfin Holdings
QFIN
|
+$48.7M |
| 4 |
Pinterest
PINS
|
+$43.3M |
| 5 |
SNDK
Sandisk
SNDK
|
+$38.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$159M |
| 2 |
MakeMyTrip
MMYT
|
+$87.9M |
| 3 |
Amazon
AMZN
|
+$72.5M |
| 4 |
KKR & Co
KKR
|
+$70.5M |
| 5 |
Yum China
YUMC
|
+$67.6M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 31.68% |
| 2 | Technology | 31.04% |
| 3 | Communication Services | 21.86% |
| 4 | Financials | 11% |
| 5 | Healthcare | 3.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PONY
51
Pony AI Inc
PONY
$3.54B
| $120K | 0.02% |
+13,593
| New | +$194K |
|
52
Airbnb
ABNB
$107B
| – | – |
-4,144
| Closed | -$545K |
|
53
Autodesk
ADSK
$52.6B
| – | – |
-9,850
| Closed | -$2.91M |
|
54
Affirm
AFRM
$25.2B
| – | – |
-3,579
| Closed | -$218K |
|
55
Apollo Global Management
APO
$73.4B
| – | – |
-218,652
| Closed | -$36.1M |
|
56
Ares Management
ARES
$30.9B
| – | – |
-201,215
| Closed | -$35.6M |
|
57
Cadence Design Systems
CDNS
$93.4B
| – | – |
-12,746
| Closed | -$3.83M |
|
58
Ciena
CIEN
$58.4B
| – | – |
-534,618
| Closed | -$45.3M |
|
59
Canadian National Railway
CNI
$76.6B
| – | – |
-32,138
| Closed | -$3.26M |
|
60
Cognizant
CTSH
$26B
| – | – |
-46,230
| Closed | -$3.56M |
|
61
Datadog
DDOG
$84B
| – | – |
-171,378
| Closed | -$24.5M |
|
62
Deckers Outdoor
DECK
$13.3B
| – | – |
-13,981
| Closed | -$2.84M |
|
63
Dick's Sporting Goods
DKS
$18.7B
| – | – |
-15,540
| Closed | -$3.56M |
|
64
New Oriental
EDU
$8.98B
| – | – |
-9,949
| Closed | -$639K |
|
65
e.l.f. Beauty
ELF
$5.81B
| – | – |
-21,650
| Closed | -$2.72M |
|
66
EPAM Systems
EPAM
$5.03B
| – | – |
-6,086
| Closed | -$1.42M |
|
67
Fair Isaac
FICO
$22.5B
| – | – |
-12,913
| Closed | -$25.7M |
|
68
Futu Holdings
FUTU
$15.3B
| – | – |
-28,114
| Closed | -$2.25M |
|
69
Generac Holdings
GNRC
$12.5B
| – | – |
-1,496
| Closed | -$232K |
|
70
HDFC Bank
HDB
$121B
| – | – |
-1,015,370
| Closed | -$32.4M |
|
71
Hilton Worldwide
HLT
$71.5B
| – | – |
-8,500
| Closed | -$2.1M |
|
72
HubSpot
HUBS
$10.5B
| – | – |
-5,575
| Closed | -$3.88M |
|
73
Intuitive Surgical
ISRG
$134B
| – | – |
-25,065
| Closed | -$13.1M |
|
74
Jefferies Financial Group
JEF
$13.1B
| – | – |
-3,102
| Closed | -$243K |
|
|
75
KKR & Co
KKR
$92.3B
| – | – |
-476,797
| Closed | -$70.5M |
|
Similar funds
CCFCSB
EECFX
AGC
HFS
QLSGSCF
NP
MFG
APW
Keystone Investors's Q1 2025 Portfolio in Review
As of Q1 2025, Keystone Investors held 102 positions worth $712M, down 50% from $1.43B the previous quarter. Its ten largest holdings account for 87% of the portfolio.
Keystone Investors withdrew a net $713M in Q1 2025, closing 51 positions and reducing 18 holdings. Its most notable exit was NVIDIA, an estimated $159M position sold in full.
By sector, the portfolio is most concentrated in Consumer Discretionary at 32% of assets, down from 36% a quarter earlier, followed by Technology and Communication Services.
Against the trend, Keystone Investors opened a new position in Micron Technology worth $96.3M.
- Keystone Investors's largest Q1 2025 buy was Micron Technology: 1,107,756 shares worth $96.3M.
- Keystone Investors added most to Huazhu Hotels Group in Q1 2025, an estimated $61.1M increase.
- Keystone Investors's biggest Q1 2025 reduction was MakeMyTrip, cutting an estimated $87.9M.
- Keystone Investors fully exited NVIDIA in Q1 2025, selling an estimated $159M.
- Keystone Investors's ten largest holdings make up 87% of its $712M portfolio in Q1 2025.
- Keystone Investors opened 25 new positions and closed 51 in Q1 2025.
- Keystone Investors's portfolio value fell 50% quarter-over-quarter to $712M.
Based on Keystone Investors's 13F filing for Q1 2025, filed 12 May 2025.