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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
Page 3 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MOD MODINE MFG CO Consumer Cyclical 35,054.0 $9.4M 0.50% NEW $267.02 -27.2%
42 LIBERTY MEDIA CORP DEL 97,094.0 $9.2M 0.49% +88K +941.9% $95.14
43 CEREBRAS SYSTEMS INC 38,711.0 $8.6M 0.46% NEW $221.00
44 FTAI AVIATION LTD 29,355.0 $7.9M 0.42% NEW $270.53
45 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 94,661.0 $7.7M 0.41% +37K +63.5% $81.51 +9.0%
46 HOOD ROBINHOOD MKTS INC Financial Services 76,100.0 $7.6M 0.41% NEW $100.28 +6.3%
47 JNJ JOHNSON & JOHNSON Healthcare 29,987.0 $7.6M 0.41% NEW $253.97 +6.9%
48 CAT CATERPILLAR INC Industrials 6,659.0 $7.1M 0.38% NEW $1064.90 -23.5%
49 H HYATT HOTELS CORP Consumer Cyclical 32,620.0 $6.3M 0.34% +1K +3.2% $193.84 -6.3%
50 ORCL ORACLE CORP Technology 41,603.0 $6.1M 0.33% +35K +502.0% $146.55 -1.1%
51 DKS DICKS SPORTING GOODS INC Consumer Cyclical 26,329.0 $6.0M 0.32% NEW $226.81 -40.0%
52 TPR TAPESTRY INC Consumer Cyclical 40,533.0 $5.9M 0.32% -22K -35.3% $146.38 -10.9%
53 NVT NVENT ELECTRIC PLC Industrials 34,550.0 $5.9M 0.31% NEW $169.61 -9.0%
54 WMB WILLIAMS COS INC Energy 70,601.0 $5.2M 0.28% -9K -10.8% $74.34 -4.0%
55 PRIM PRIMORIS SVCS CORP Industrials 52,263.0 $5.2M 0.28% NEW $99.12 -23.4%
56 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 15,305.0 $5.1M 0.27% NEW $330.46 +0.5%
57 INTC INTEL CORP Technology 35,300.0 $4.9M 0.26% NEW $139.63 -36.3%
58 TWST TWIST BIOSCIENCE CORP Healthcare 45,730.0 $4.7M 0.25% NEW $102.88 +44.6%
59 GDX VANECK ETF TRUST 60,310.0 $4.6M 0.24% -609K -91.0% $75.45 +35.8%
60 DFTX DEFINIUM THERAPEUTICS INC Healthcare 95,100.0 $4.5M 0.24% NEW $47.04 -5.4%
Page 3 of 5  ·  84 positions

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%