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KI

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
SE icon
1
Sea Limited
SE
$65.8B
$104M 12.01%
581,531
+191,012
+49% +$32.7M
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.11T
$90.1M 10.42%
370,116
+321,772
+666% +$67.6M
NVDA icon
3
NVIDIA
NVDA
$4.65T
$65.6M 7.58%
351,488
+66,380
+23% +$11.6M
TME icon
4
Tencent Music
TME
$16B
$52.4M 6.05%
2,243,614
-1,282,009
-36% -$29.7M
TSLA icon
5
Tesla
TSLA
$1.2T
$39.6M 4.58%
+89,136
New +$30.9M
BABA icon
6
Alibaba
BABA
$277B
$35.5M 4.1%
+198,435
New +$26M
WDC icon
7
Western Digital
WDC
$165B
$34.4M 3.98%
286,888
-45,688
-14% -$3.73M
MSFT icon
8
Microsoft
MSFT
$2.94T
$32.7M 3.78%
63,058
-9,570
-13% -$4.88M
AVGO icon
9
Broadcom
AVGO
$1.79T
$28.8M 3.33%
87,393
+63,574
+267% +$19.5M
META icon
10
Meta Platforms (Facebook)
META
$1.51T
$28.5M 3.29%
38,775
+1,340
+4% +$997K
IQV icon
11
IQVIA
IQV
$40.3B
$27.8M 3.21%
146,228
+51,958
+55% +$9.45M
LITE icon
12
Lumentum
LITE
$47.7B
$25.4M 2.94%
156,277
+102,873
+193% +$12.8M
ATI icon
13
ATI
ATI
$24.5B
$21.3M 2.46%
261,280
+144,441
+124% +$11.7M
MIR icon
14
Mirion Technologies
MIR
$3.59B
$20.5M 2.37%
+881,593
New +$19.1M
YMM icon
15
Full Truck Alliance
YMM
$9.89B
$20.2M 2.34%
+1,559,186
New +$19.3M
COHR icon
16
Coherent
COHR
$44B
$19.8M 2.29%
+183,605
New +$18.3M
VRT icon
17
Vertiv
VRT
$87.4B
$18.9M 2.18%
125,088
+105,422
+536% +$14.1M
CCJ icon
18
Cameco
CCJ
$37B
$12.5M 1.45%
+149,634
New +$11.6M
SNPS icon
19
Synopsys
SNPS
$73.5B
$12M 1.39%
24,355
+18,096
+289% +$10.2M
STX icon
20
Seagate
STX
$179B
$11.9M 1.37%
50,321
+18,000
+56% +$3.07M
TEAM icon
21
Atlassian
TEAM
$26.7B
$9.11M 1.05%
+57,064
New +$10.3M
CRS icon
22
Carpenter Technology
CRS
$26.5B
$8.46M 0.98%
+34,446
New +$8.81M
ORCL icon
23
Oracle
ORCL
$342B
$8.45M 0.98%
30,048
+15,592
+108% +$3.97M
WRD
24
WeRide Inc
WRD
$1.93B
$8.34M 0.96%
842,389
+819,098
+3,517% +$7.76M
BTDR icon
25
Bitdeer Technologies
BTDR
$2.27B
$7.84M 0.91%
+458,958
New +$6.44M
1
2 3 4

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AGC
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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.