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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
+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
UNH icon
101
UnitedHealth
UNH
$382B
– –
-12,450
Closed -$4.3M
VRT icon
102
Vertiv
VRT
$85.7B
– –
-125,088
Closed -$18.9M
YMM icon
103
Full Truck Alliance
YMM
$10B
– –
-1,559,186
Closed -$20.2M
YSG
104
Yatsen Holding
YSG
$317M
– –
-138,166
Closed -$1.25M
ZEPP
105
Zepp Health
ZEPP
$63.8M
– –
-105,100
Closed -$4.81M
ZS icon
106
Zscaler
ZS
$24.9B
– –
-1,486
Closed -$445K
AS icon
107
Amer Sports
AS
$21B
– –
-20,456
Closed -$711K
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.