Keystone Investors Pte Ltd.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Keystone Investors Pte Ltd. reported 61 stock positions worth $1.2 billion. Its top holding was Nvidia (NVDA) at 11.7% of the portfolio, followed by Meta Platforms Class A (META, 11.3%) and Microsoft (MSFT, 10.2%). Compared with Q1 2024, it opened 18 new positions, sold out of 30, added to 23 and reduced 20. The biggest buy was Sap SE-Sponsored ADR (SAP, shares +4893%) and the biggest sale Trip.com Group Ltd.-ADR (TCOM, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- SINGAPORE, U0
- CIK
- 0001926253
- Portfolio Value
- $1.2B (Q2 2024)
- SEC Filing
- 0002024908-24-000010 ↗ filed Aug 13, 2024
Holdings Value
Holdings 61 stocks · $1.2B
| NVDA Nvidia Corp. | 11.69% | 1,123,055 | $138.7M | Reduce -3.7% |
| META Meta Platforms Inc. Class A | 11.31% | 266,172 | $134.2M | Add +0.0% |
| MSFT Microsoft Corp. | 10.20% | 270,890 | $121.1M | Add +10.4% |
| EDU New Oriental Educatio-SP ADR | 7.37% | 1,126,188 | $87.5M | Add +1.8% |
| MMYT Makemytrip Ltd. | 6.99% | 986,403 | $83.0M | Add +11.4% |
| SAP Sap SE-Sponsored ADR | 4.85% | 285,572 | $57.6M | Add +4892.5% |
| AMZN Amazon.com Inc. | 4.65% | 285,533 | $55.2M | Add +48.1% |
| NOW ServiceNow Inc. | 4.62% | 69,717 | $54.8M | Add +14.0% |
| APO Apollo Global Management Inc. | 4.61% | 463,147 | $54.7M | Reduce -12.2% |
| SE Sea Ltd.-ADR | 4.16% | 691,520 | $49.4M | Reduce -23.2% |
| ARES Ares Management Corp. Class A | 4.15% | 369,593 | $49.3M | Reduce -12.3% |
| HDB HDFC Bank Ltd.-ADR | 3.77% | 696,253 | $44.8M | Reduce -21.2% |
| PDD PDD Holdings Inc. | 3.48% | 311,044 | $41.4M | Add +866.4% |
| SNPS Synopsys Inc. | 2.96% | 58,998 | $35.1M | Reduce -42.5% |
| DDOG Datadog Inc. Class A | 2.58% | 235,788 | $30.6M | New |
| CRL Charles River Laboratories | 1.85% | 106,278 | $22.0M | Reduce -14.0% |
| TAL Tal Education Group- ADR | 1.01% | 1,124,042 | $12.0M | Reduce -18.7% |
| AVGO Broadcom Inc. | 0.55% | 4,057 | $6.5M | Add +39.7% |
| SBUX Starbucks Corp. | 0.44% | 66,530 | $5.2M | New |
| UBER Uber Technologies Inc. | 0.44% | 71,154 | $5.2M | Add +2202.7% |
| GEV GE Vernova Inc. | 0.43% | 29,472 | $5.1M | New |
| ADBE Adobe Inc. | 0.41% | 8,841 | $4.9M | Add +31.4% |
| VKTX Viking Therapeutics Inc. | 0.41% | 91,948 | $4.9M | Reduce -17.6% |
| CDNS Cadence Design SYS Inc. | 0.40% | 15,546 | $4.8M | Reduce -33.0% |
| AS Amer Sports Inc. | 0.40% | 376,062 | $4.7M | Reduce -3.3% |
| DECK Deckers Outdoor Corp. | 0.37% | 4,582 | $4.4M | New |
| CRM Salesforce Inc. | 0.36% | 16,631 | $4.3M | Add +79.3% |
| ANET Arista Networks Inc. | 0.36% | 12,076 | $4.2M | New |
| FWONK Liberty Media Corp. Class C | 0.34% | 55,794 | $4.0M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.33% | 22,232 | $3.9M | Add +209.6% |
| ZS Zscaler Inc. | 0.32% | 19,738 | $3.8M | Add +364.4% |
| MU Micron Technology Inc. | 0.32% | 28,589 | $3.8M | Add +9.9% |
| CNI Canadian Natl Railway Co. | 0.30% | 30,150 | $3.6M | Add +26.4% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.29% | 89,956 | $3.5M | Reduce -81.5% |
| ROP Roper Technologies Inc. | 0.29% | 6,123 | $3.5M | Add +20.9% |
| MA Mastercard Inc. Class A | 0.28% | 7,635 | $3.4M | Add +15.1% |
| BN Brookfield Corp. | 0.24% | 69,283 | $2.9M | Add +37.4% |
| GTLB Gitlab Inc. Class A | 0.22% | 53,241 | $2.6M | Add +27.0% |
| MSCI MSCI Inc. | 0.19% | 4,615 | $2.2M | Add +28.9% |
| ACN Accenture PLC Class A | 0.18% | 7,084 | $2.1M | New |
| CYBR Cyberark Software Ltd./Israel | 0.18% | 7,602 | $2.1M | Reduce -9.5% |
| RELX Relx PLC - Spon ADR | 0.17% | 44,024 | $2.0M | New |
| MDB Mongodb Inc. | 0.17% | 7,972 | $2.0M | New |
| XOP SS SPDR S&P Og Exp & Prod | 0.16% | 13,440 | $2.0M | New |
| AME Ametek Inc. | 0.16% | 11,224 | $1.9M | New |
| BIRK Birkenstock Holding PLC | 0.15% | 33,300 | $1.8M | New |
| V Visa Inc. Class A | 0.15% | 6,892 | $1.8M | Reduce -2.1% |
| LEN Lennar Corp. Class A | 0.14% | 11,251 | $1.7M | New |
| DHI D.R. Horton Inc. | 0.14% | 11,842 | $1.7M | New |
| PCTY Paylocity Holding Corp. | 0.10% | 8,717 | $1.1M | Reduce -27.6% |
| PAYC Paycom Software Inc. | 0.07% | 5,826 | $833K | New |
| KKR KKR & Co. Inc. | 0.05% | 6,081 | $640K | Add +34.3% |
| PGR Progressive Corp. | 0.05% | 3,046 | $633K | Reduce -10.9% |
| ALLY Ally Financial Inc. | 0.05% | 13,999 | $555K | Add +20.7% |
| NET Cloudflare Inc. Class A | 0.04% | 6,231 | $516K | New |
| ABNB Airbnb Inc. Class A | 0.03% | 2,178 | $330K | New |
| DLR Digital Realty Trust Inc. | 0.02% | 1,607 | $244K | Reduce -37.4% |
| TCOM Trip.com Group Ltd.-ADR | 0.02% | 5,164 | $243K | Reduce -99.6% |
| NWG Natwest Group PLC -Spon ADR | 0.01% | 20,442 | $164K | New |
| DHT DHT Holdings Inc. | 0.01% | 14,121 | $163K | Reduce -3.7% |
| SHLS Shoals Technologies Group -A | 0.01% | 11,320 | $71K | Reduce -3.5% |
Portfolio Sells Q1 2024 → Q2 2024
| TCOM Trip.com Group Ltd.-ADR | Reduce -99.6% | 0.02% | −4.42 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −2.18 |
| SNPS Synopsys Inc. | Reduce -42.5% | 2.96% | −2.13 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −2.08 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −1.62 |
| ONON On Holding AG Class A | Reduce -81.5% | 0.29% | −1.20 |
| CRL Charles River Laboratories | Reduce -14.0% | 1.85% | −1.06 |
| ARES Ares Management Corp. Class A | Reduce -12.3% | 4.15% | −0.72 |
| APO Apollo Global Management Inc. | Reduce -12.2% | 4.61% | −0.55 |
| NTES Netease Inc.-ADR | Sold out | 0.00% | −0.53 |
| HDB HDFC Bank Ltd.-ADR | Reduce -21.2% | 3.77% | −0.52 |
| VKTX Viking Therapeutics Inc. | Reduce -17.6% | 0.41% | −0.38 |
| TAL Tal Education Group- ADR | Reduce -18.7% | 1.01% | −0.35 |
| LVS Las Vegas Sands Corp. | Sold out | 0.00% | −0.31 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.30 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −0.28 |
| TME Tencent Music Entertainm-ADR | Sold out | 0.00% | −0.25 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.24 |
| HUBS HubSpot Inc. | Sold out | 0.00% | −0.24 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.24 |
| CDNS Cadence Design SYS Inc. | Reduce -33.0% | 0.40% | −0.22 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.20 |
| PTC PTC Inc. | Sold out | 0.00% | −0.20 |
| LEGN Legend Biotech Corp.-ADR | Sold out | 0.00% | −0.17 |
| MEDP Medpace Holdings Inc. | Sold out | 0.00% | −0.15 |
| AS Amer Sports Inc. | Reduce -3.3% | 0.40% | −0.15 |
| GLOB Globant SA | Sold out | 0.00% | −0.15 |
| BZ Kanzhun Ltd. - ADR | Sold out | 0.00% | −0.14 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.13 |
| S Sentinelone Inc. Class A | Sold out | 0.00% | −0.13 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.13 |
| RMBS Rambus Inc. | Sold out | 0.00% | −0.10 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.10 |
| ATAT Atour Lifestyle Holdings-ADR | Sold out | 0.00% | −0.09 |
| PCTY Paylocity Holding Corp. | Reduce -27.6% | 0.10% | −0.08 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.07 |
| SE Sea Ltd.-ADR | Reduce -23.2% | 4.16% | −0.04 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.03 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −0.02 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.02 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.02 |
| CYBR Cyberark Software Ltd./Israel | Reduce -9.5% | 0.18% | −0.02 |
| KEY Keycorp | Sold out | 0.00% | −0.02 |
| V Visa Inc. Class A | Reduce -2.1% | 0.15% | −0.02 |
| COF Capital One Financial Corp. | Sold out | 0.00% | −0.02 |
| DLR Digital Realty Trust Inc. | Reduce -37.4% | 0.02% | −0.01 |
| PGR Progressive Corp. | Reduce -10.9% | 0.05% | −0.01 |
| SHLS Shoals Technologies Group -A | Reduce -3.5% | 0.01% | −0.01 |
| DHT DHT Holdings Inc. | Reduce -3.7% | 0.01% | −0.00 |
| NVDA Nvidia Corp. | Reduce -3.7% | 11.69% | +2.54 |
Portfolio Buys Q1 2024 → Q2 2024
| SAP Sap SE-Sponsored ADR | Add +4892.5% | 4.85% | +4.76 |
| PDD PDD Holdings Inc. | Add +866.4% | 3.48% | +3.16 |
| DDOG Datadog Inc. Class A | New | 2.58% | +2.58 |
| AMZN Amazon.com Inc. | Add +48.1% | 4.65% | +1.63 |
| MMYT Makemytrip Ltd. | Add +11.4% | 6.99% | +1.53 |
| MSFT Microsoft Corp. | Add +10.4% | 10.20% | +1.24 |
| NOW ServiceNow Inc. | Add +14.0% | 4.62% | +0.57 |
| SBUX Starbucks Corp. | New | 0.44% | +0.44 |
| GEV GE Vernova Inc. | New | 0.43% | +0.43 |
| UBER Uber Technologies Inc. | Add +2202.7% | 0.44% | +0.41 |
| DECK Deckers Outdoor Corp. | New | 0.37% | +0.37 |
| ANET Arista Networks Inc. | New | 0.36% | +0.36 |
| FWONK Liberty Media Corp. Class C | New | 0.34% | +0.34 |
| ZS Zscaler Inc. | Add +364.4% | 0.32% | +0.25 |
| TSM Taiwan Semiconductor-SP ADR | Add +209.6% | 0.33% | +0.24 |
| AVGO Broadcom Inc. | Add +39.7% | 0.55% | +0.21 |
| ACN Accenture PLC Class A | New | 0.18% | +0.18 |
| RELX Relx PLC - Spon ADR | New | 0.17% | +0.17 |
| MDB Mongodb Inc. | New | 0.17% | +0.17 |
| XOP SS SPDR S&P Og Exp & Prod | New | 0.16% | +0.16 |
| AME Ametek Inc. | New | 0.16% | +0.16 |
| BIRK Birkenstock Holding PLC | New | 0.15% | +0.15 |
| LEN Lennar Corp. Class A | New | 0.14% | +0.14 |
| DHI D.R. Horton Inc. | New | 0.14% | +0.14 |
| ADBE Adobe Inc. | Add +31.4% | 0.41% | +0.12 |
| CRM Salesforce Inc. | Add +79.3% | 0.36% | +0.12 |
| META Meta Platforms Inc. Class A | Add +0.0% | 11.31% | +0.09 |
| PAYC Paycom Software Inc. | New | 0.07% | +0.07 |
| BN Brookfield Corp. | Add +37.4% | 0.24% | +0.06 |
| MU Micron Technology Inc. | Add +9.9% | 0.32% | +0.05 |
| ROP Roper Technologies Inc. | Add +20.9% | 0.29% | +0.04 |
| NET Cloudflare Inc. Class A | New | 0.04% | +0.04 |
| ABNB Airbnb Inc. Class A | New | 0.03% | +0.03 |
| CNI Canadian Natl Railway Co. | Add +26.4% | 0.30% | +0.03 |
| KKR KKR & Co. Inc. | Add +34.3% | 0.05% | +0.01 |
| NWG Natwest Group PLC -Spon ADR | New | 0.01% | +0.01 |
| MSCI MSCI Inc. | Add +28.9% | 0.19% | +0.01 |
| GTLB Gitlab Inc. Class A | Add +27.0% | 0.22% | +0.01 |
| MA Mastercard Inc. Class A | Add +15.1% | 0.28% | +0.01 |
| ALLY Ally Financial Inc. | Add +20.7% | 0.05% | +0.01 |
| EDU New Oriental Educatio-SP ADR | Add +1.8% | 7.37% | −0.97 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 84 | $1.9B | WDC, STX, AMZN, GOOG, COHR |
| Q4 2025 | 77 | $1.1B | GOOG, NVDA, SE, AMZN, GDX |
| Q3 2025 | 68 | $865.1M | SE, GOOG, NVDA, TME, TSLA |
| Q2 2025 | 48 | $484.5M | TME, SE, NVDA, MSFT, META |
| Q1 2025 | 51 | $711.7M | META, SE, MU, HTHT, QFIN |
| Q4 2024 | 77 | $1.4B | NVDA, META, AMZN, SE, MMYT |
| Q3 2024 | 67 | $1.4B | NVDA, PDD, META, YUMC, TCOM |
| Q2 2024 | 61 | $1.2B | NVDA, META, MSFT, EDU, MMYT |
| Q1 2024 | 73 | $1.2B | META, NVDA, MSFT, EDU, MMYT |