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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
YSG
51
Yatsen Holding
YSG
$319M
$1.25M 0.14%
138,166
+32,766
+31% +$312K
TSM icon
52
TSMC
TSM
$2.18T
$838K 0.1%
+3,001
New +$734K
NOW icon
53
ServiceNow
NOW
$129B
$815K 0.09%
+4,430
New +$827K
RBLX icon
54
Roblox
RBLX
$27B
$769K 0.09%
+5,555
New +$690K
MDB icon
55
MongoDB
MDB
$32.1B
$745K 0.09%
+2,399
New +$617K
SPOT icon
56
Spotify
SPOT
$100B
$737K 0.09%
1,056
+634
+150% +$443K
AS icon
57
Amer Sports
AS
$21.4B
$711K 0.08%
20,456
-412,714
-95% -$15.6M
CGNX icon
58
Cognex
CGNX
$11.3B
$644K 0.07%
+14,222
New +$575K
HD icon
59
Home Depot
HD
$355B
$614K 0.07%
+1,515
New +$596K
ZS icon
60
Zscaler
ZS
$27.3B
$445K 0.05%
1,486
-5,843
-80% -$1.67M
NFLX icon
61
Netflix
NFLX
$309B
$440K 0.05%
+3,670
New +$448K
GM icon
62
General Motors
GM
$76.8B
$429K 0.05%
+7,040
New +$393K
U icon
63
Unity
U
$18.9B
$409K 0.05%
+10,212
New +$379K
GAP
64
The Gap Inc
GAP
$7.37B
$355K 0.04%
+16,600
New +$359K
ORLY icon
65
O'Reilly Automotive
ORLY
$76.3B
$316K 0.04%
+2,935
New +$295K
URI icon
66
United Rentals
URI
$72.4B
$242K 0.03%
253
-1,308
-84% -$1.17M
IREN icon
67
Iris Energy
IREN
$14.7B
$231K 0.03%
+4,920
New +$119K
FLS icon
68
Flowserve
FLS
$10.2B
$202K 0.02%
+3,800
New +$206K
AMZN icon
69
Amazon
AMZN
$2.96T
– –
-97,472
Closed -$21.4M
APH icon
70
Amphenol
APH
$209B
– –
-15,295
Closed -$1.51M
CASY icon
71
Casey's General Stores
CASY
$30.9B
– –
-3,748
Closed -$1.91M
CRDO icon
72
Credo Technology Group
CRDO
$46.6B
– –
-16,100
Closed -$1.49M
CYBR
73
DELISTED
CyberArk
CYBR
– –
-8,151
Closed -$3.32M
DIS icon
74
Walt Disney
DIS
$181B
– –
-27,071
Closed -$3.36M
DKNG icon
75
DraftKings
DKNG
$11.9B
– –
-65,105
Closed -$2.79M
1 2
3
4

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EECFX
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AGC
Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return
HFS
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QLSGSCF
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NP
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MFG
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APW
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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.