Keystone Investors Pte Ltd.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Keystone Investors Pte Ltd. reported 84 stock positions worth $1.9 billion. Its top holding was Western Digital (WDC) at 10.1% of the portfolio, followed by Seagate Technology (STX, 9.7%) and Amazon.com (AMZN, 7.5%).

Most Recent 13F
Q2 2026
Location
SINGAPORE, U0
CIK
0001926253
Portfolio Value
$1.9B (Q2 2026)
SEC Filing
0002024908-26-000016 ↗ filed Aug 14, 2026

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.4B Q3 2024 Q4 2024: $1.4B Q4 2024 Q1 2025: $711.7M Q1 2025 Q2 2025: $484.5M Q2 2025 Q3 2025: $865.1M Q3 2025 Q4 2025: $1.1B Q4 2025 Q2 2026: $1.9B $1.9B Q2 2026

Holdings 84 stocks · $1.9B

WDC Western Digital Corp. 10.06% 294,247 $187.9M —
STX Seagate Technology Holdings 9.74% 188,590 $182.0M —
AMZN Amazon.com Inc. 7.48% 585,950 $139.7M —
GOOG Alphabet Inc. Class C 7.33% 387,306 $136.8M —
COHR Coherent Corp. 4.52% 213,960 $84.4M —
LITE Lumentum Holdings Inc. 4.07% 88,526 $76.0M —
CRCL Circle Internet Group Inc. 4.02% 1,198,332 $75.1M —
FRO Frontline PLC 3.49% 1,873,983 $65.2M —
MRVL Marvell Technology Inc. 3.41% 213,933 $63.7M —
STM Stmicroelectronics NV-NY SHS 2.90% 724,339 $54.2M —
VSH Vishay Intertechnology Inc. 2.69% 933,378 $50.2M —
MSFT Microsoft Corp. 2.63% 131,550 $49.1M —
MOG.A Moog Inc. Class A 2.22% 98,035 $41.6M —
ROST Ross Stores Inc. 1.78% 156,440 $33.3M —
AMD Advanced Micro Devices 1.66% 53,442 $31.0M —
IBKR Interactive Brokers Gro Class A 1.38% 296,158 $25.8M —
NVDA Nvidia Corp. 1.37% 127,660 $25.5M —
TEAM Atlassian Corp. Class A 1.34% 322,711 $25.1M —
MAR Marriott International Class A 1.31% 66,264 $24.6M —
COST Costco Wholesale Corp. 1.19% 23,840 $22.3M —
SE Sea Ltd.-ADR 1.08% 211,123 $20.2M —
BABA Alibaba Group Holding-SP ADR 1.07% 208,861 $20.0M —
SNOW Snowflake Inc. 1.04% 76,613 $19.5M —
CRS Carpenter Technology 1.03% 31,165 $19.2M —
DDOG Datadog Inc. Class A 1.00% 72,044 $18.8M —
OKTA Okta Inc. 0.96% 131,984 $18.0M —
ATI Ati Inc. 0.96% 90,612 $17.9M —
RBLX Roblox Corp. Class A 0.89% 305,322 $16.6M —
SGML Sigma Lithium Corp. 0.88% 1,303,675 $16.5M —
FIX Comfort Systems USA Inc. 0.88% 8,302 $16.5M —
VRT Vertiv Holdings Co. Class A 0.82% 45,965 $15.4M —
LYV Live Nation Entertainment Inc. 0.77% 78,485 $14.4M —
BNTX Biontech SE-ADR 0.76% 153,466 $14.3M —
BROS Dutch Bros Inc. Class A 0.76% 197,848 $14.2M —
RCL Royal Caribbean Cruises Ltd. 0.70% 41,404 $13.1M —
STNG Scorpio Tankers Inc. 0.69% 185,840 $12.9M —
BWXT BWX Technologies Inc. 0.67% 64,766 $12.6M —
F Ford Motor Co. filed as FORD MTR CO 0.65% 870,379 $12.1M —
AS Amer Sports Inc. 0.62% 343,802 $11.6M —
GILD Gilead Sciences Inc. 0.51% 75,116 $9.5M —
MOD Modine Manufacturing Co. 0.50% 35,054 $9.4M —
FWONK Liberty Media Corp. Class C 0.49% 97,094 $9.2M —
CBRS Cerebras Systems Inc. Class A 0.46% 38,711 $8.6M —
FTAI Ftai Aviation Ltd. 0.43% 29,355 $7.9M —
ARWR Arrowhead Pharmaceuticals Inc. 0.41% 94,661 $7.7M —
HOOD Robinhood Markets Inc. Class A 0.41% 76,100 $7.6M —
JNJ Johnson & Johnson 0.41% 29,987 $7.6M —
CAT Caterpillar Inc. 0.38% 6,659 $7.1M —
H Hyatt Hotels Corp. Class A 0.34% 32,620 $6.3M —
ORCL Oracle Corp. 0.33% 41,603 $6.1M —
DKS Dick's Sporting Goods Inc. 0.32% 26,329 $6.0M —
TPR Tapestry Inc. 0.32% 40,533 $5.9M —
NVT Nvent Electric PLC 0.31% 34,550 $5.9M —
WMB Williams Cos Inc. 0.28% 70,601 $5.2M —
PRIM Primoris Services Corp. 0.28% 52,263 $5.2M —
HLT Hilton Worldwide Holdings Inc. 0.27% 15,305 $5.1M —
INTC Intel Corp. 0.26% 35,300 $4.9M —
TWST Twist Bioscience Corp. 0.25% 45,730 $4.7M —
GDX Vaneck Gold Miners ETF 0.24% 60,310 $4.6M —
DFTX Definium Therapeutics Inc. 0.24% 95,100 $4.5M —
LAR Lithium Argentina AG 0.18% 403,083 $3.3M —
XE X-Energy Inc. 0.17% 174,377 $3.2M —
RTX RTX Corp. 0.13% 13,000 $2.5M —
TSM Taiwan Semiconductor-SP ADR 0.13% 4,929 $2.4M —
TXN Texas Instruments Inc. 0.11% 7,100 $2.1M —
IESC Ies Holdings Inc. 0.11% 2,856 $2.1M —
RIG Transocean Ltd. 0.11% 428,287 $2.1M —
PANW Palo Alto Networks Inc. 0.11% 5,926 $2.0M —
CRWD CrowdStrike Holdings Inc. Class A 0.09% 2,267 $1.7M —
MTRN Materion Corp. 0.09% 5,465 $1.6M —
LUNR Intuitive Machines Inc. 0.06% 48,534 $1.0M —
ALM Almonty Industries Inc. 0.06% 62,100 $1.0M —
FTNT Fortinet Inc. 0.05% 6,422 $987K —
NBIS Nebius Group NV 0.05% 3,167 $875K —
MDB Mongodb Inc. 0.04% 2,231 $749K —
MU Micron Technology Inc. 0.04% 600 $693K —
NTES Netease Inc.-ADR 0.03% 4,645 $595K —
HSAI Hesai Group 0.02% 25,130 $458K —
HTHT H World Group Ltd.-ADR 0.02% 10,911 $455K —
VIK Viking Holdings Ltd. 0.02% 4,200 $440K —
TGT Target Corp. 0.02% 2,796 $365K —
AAP Advance Auto Parts Inc. 0.02% 5,630 $350K —
HAS Hasbro Inc. 0.02% 3,464 $286K —
FCFS Firstcash Holdings Inc. 0.01% 1,092 $236K —

Portfolio Sells Q2 2026

No earlier filing to compare with.

Portfolio Buys Q2 2026

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 84$1.9BWDC, STX, AMZN, GOOG, COHR
Q4 2025 77$1.1BGOOG, NVDA, SE, AMZN, GDX
Q3 2025 68$865.1MSE, GOOG, NVDA, TME, TSLA
Q2 2025 48$484.5MTME, SE, NVDA, MSFT, META
Q1 2025 51$711.7MMETA, SE, MU, HTHT, QFIN
Q4 2024 77$1.4BNVDA, META, AMZN, SE, MMYT
Q3 2024 67$1.4BNVDA, PDD, META, YUMC, TCOM
Q2 2024 61$1.2BNVDA, META, MSFT, EDU, MMYT
Q1 2024 73$1.2BMETA, NVDA, MSFT, EDU, MMYT