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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
+12.51%
1 Year Est. Return
+121.36%
3 Year Est. Return
+732.19%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.43B
AUM Growth
+$64M
Cap. Flow
-$44.9M
Cap. Flow %
-3.13%
Top 10 Hldgs %
64.26%
Holding
104
New
37
Increased
16
Reduced
24
Closed
27

Top Buys

Rank Stock Value
1
KKR icon
KKR & Co
KKR
+$69.3M
2
AMZN icon
Amazon
AMZN
+$63.7M
3
MSFT icon
Microsoft
MSFT
+$46.5M
4
CRM icon
Salesforce
CRM
+$41.9M
5
TER icon
Teradyne
TER
+$38.7M

Top Sells

Rank Stock Value
1
PDD icon
Pinduoduo
PDD
+$143M
2
FWONK icon
Liberty Media Series C
FWONK
+$78M
3
NVDA icon
NVIDIA
NVDA
+$48.1M
4
META icon
Meta Platforms (Facebook)
META
+$45.2M
5
YUMC icon
Yum China
YUMC
+$38.4M

Sector Composition

Rank Sector Weight
1 Technology 35.52%
2 Consumer Discretionary 35.5%
3 Financials 14.9%
4 Communication Services 9.69%
5 Consumer Staples 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UBER icon
101
Uber
UBER
$153B
– –
-28,892
Closed -$2.17M
V icon
102
Visa
V
$677B
– –
-5,742
Closed -$1.58M
VKTX icon
103
Viking Therapeutics
VKTX
$4B
– –
-46,743
Closed -$2.96M
ZS icon
104
Zscaler
ZS
$27.3B
– –
-10,923
Closed -$1.87M
1 2 3 4
5

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Keystone Investors's Q4 2024 Portfolio in Review

As of Q4 2024, Keystone Investors held 104 positions worth $1.43B, up 4.7% from $1.37B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Keystone Investors withdrew a net $44.9M in Q4 2024, closing 27 positions and reducing 24 holdings. Its most notable exit was Broadcom, an estimated $8.14M position sold in full.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 25% a quarter earlier, followed by Consumer Discretionary and Financials.

Against the trend, Keystone Investors opened a new position in Salesforce worth $43.9M.

  • Keystone Investors's largest Q4 2024 buy was Salesforce: 131,358 shares worth $43.9M.
  • Keystone Investors added most to KKR & Co in Q4 2024, an estimated $69.3M increase.
  • Keystone Investors's biggest Q4 2024 reduction was Pinduoduo, cutting an estimated $143M.
  • Keystone Investors fully exited Broadcom in Q4 2024, selling an estimated $8.14M.
  • Keystone Investors's ten largest holdings make up 64% of its $1.43B portfolio in Q4 2024.
  • Keystone Investors opened 37 new positions and closed 27 in Q4 2024.
  • Keystone Investors's portfolio value rose 4.7% quarter-over-quarter to $1.43B.

Based on Keystone Investors's 13F filing for Q4 2024, filed 12 Feb 2025.