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Portfolio (Quarterly) Guide ↗

KEYSTONE INVESTORS PTE LTD

· CIK 0001926253
13F Portfolio $1.9B AUM 84 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 50 New 22 Added 12 Reduced 43 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOG ALPHABET INC 387,306.0 $136.8M 7.33% -93K -19.3% $353.33
2 LITE LUMENTUM HLDGS INC Technology 88,526.0 $76.0M 4.07% -22K -19.6% $858.06 -3.3%
3 NVDA NVIDIA CORPORATION Technology 127,660.0 $25.5M 1.37% -413K -76.4% $200.09 +4.2%
4 SE SEA LTD Consumer Cyclical 211,123.0 $20.2M 1.08% -446K -67.8% $95.83 +20.7%
5 GILD GILEAD SCIENCES INC Healthcare 75,116.0 $9.5M 0.51% -132K -63.8% $126.34 +16.1%
6 TPR TAPESTRY INC Consumer Cyclical 40,533.0 $5.9M 0.32% -22K -35.3% $146.38 -9.7%
7 WMB WILLIAMS COS INC Energy 70,601.0 $5.2M 0.28% -9K -10.8% $74.34 -4.5%
8 GDX VANECK ETF TRUST 60,310.0 $4.6M 0.24% -609K -91.0% $75.45 +37.2%
9 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,929.0 $2.4M 0.13% -2K -25.8% $477.57 -14.1%
10 PANW PALO ALTO NETWORKS INC Technology 5,926.0 $2.0M 0.11% -28K -82.4% $341.02 +2.9%
11 MU MICRON TECHNOLOGY INC Technology 600.0 $693K 0.04% -60K -99.0% $1154.29 -21.1%
12 HTHT H WORLD GROUP LTD Consumer Cyclical 10,911.0 $455K 0.02% -214K -95.1% $41.72 +16.6%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 56.3%
Consumer Cyclical 19.0%
Industrials 6.6%
Financial Services 6.6%
Energy 5.2%
Healthcare 2.9%
Consumer Defensive 1.4%
Basic Materials 1.1%
Communication Services 0.9%