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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
EA
76
DELISTED
Electronic Arts
EA
– –
-21,231
Closed -$3.39M
FLNC icon
77
Fluence Energy
FLNC
$2.44B
– –
-20,000
Closed -$134K
FWONK icon
78
Liberty Media Series C
FWONK
$25.8B
– –
-50,537
Closed -$5.28M
GRAB icon
79
Grab
GRAB
$14.9B
– –
-463,000
Closed -$2.33M
HTHT icon
80
Huazhu Hotels Group
HTHT
$13B
– –
-204,227
Closed -$6.93M
LYV icon
81
Live Nation Entertainment
LYV
$42.1B
– –
-26,073
Closed -$3.94M
MMYT icon
82
MakeMyTrip
MMYT
$5.64B
– –
-99,592
Closed -$9.76M
NET icon
83
Cloudflare
NET
$107B
– –
-12,138
Closed -$2.38M
NTES icon
84
NetEase
NTES
$84.7B
– –
-31,982
Closed -$4.3M
PDD icon
85
Pinduoduo
PDD
$131B
– –
-31,515
Closed -$3.3M
ROK icon
86
Rockwell Automation
ROK
$49B
– –
-874
Closed -$290K
UBER icon
87
Uber
UBER
$153B
– –
-276,419
Closed -$25.8M
ZLAB icon
88
Zai Lab
ZLAB
$2.62B
– –
-55,210
Closed -$1.93M
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.