Filed: 5/12/2023ACC: 0001926253-23-000004
📋 What this filing means
KEYSTONE INVESTORS PTE LTD filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $499.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$499.67M
Total AUM (reported)
32.06M
Total Shares
Allocation by class
COM$239.28M47.9%
SPONSORED ADS$151.57M30.3%
SPON ADR$56.67M11.3%
SHS NEW$23.29M4.7%
N Y REGISTRY SHS$17.83M3.6%
CL A$3.01M0.6%
CL A COM$2.73M0.5%
Portfolio Concentration
Top 3$187.27M37.5%
4–10$221.17M44.3%
11–25$84.61M16.9%
Rest$6.62M1.3%
Top 3 weight
37.5%
Top 10 weight
81.7%
Voting Authority Distribution
Total shares with voting rights: 32.06M
Sole
Full voting authority
32.06M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
NVIDIA CORPORATION
SOLEShares259.43K
TypeSH
Market value$72.06M
14.42%
Sole
259.43K
Shared
0.00
None
0.00
RLX TECHNOLOGY INC
SOLEShares20.19M
TypeSH
Market value$58.54M
11.72%
Sole
20.19M
Shared
0.00
None
0.00
NEW ORIENTAL ED & TECHNOLOGY
SOLEShares1.47M
TypeSH
Market value$56.67M
11.34%
Sole
1.47M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares173.77K
TypeSH
Market value$50.10M
10.03%
Sole
173.77K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares652.63K
TypeSH
Market value$49.53M
9.91%
Sole
652.63K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares317.64K
TypeSH
Market value$31.13M
6.23%
Sole
317.64K
Shared
0.00
None
0.00
YUM CHINA HLDGS INC
SOLEShares418.78K
TypeSH
Market value$26.55M
5.31%
Sole
418.78K
Shared
0.00
None
0.00
GAOTU TECHEDU INC
SOLEShares5.57M
TypeSH
Market value$23.52M
4.71%
Sole
5.57M
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares183.17K
TypeSH
Market value$22.50M
4.50%
Sole
183.17K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares26.20K
TypeSH
Market value$17.83M
3.57%
Sole
26.20K
Shared
0.00
None
0.00
H WORLD GROUP LTD
SOLEShares356.57K
TypeSH
Market value$17.46M
3.50%
Sole
356.57K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares10.87K
TypeSH
Market value$14.32M
2.87%
Sole
10.87K
Shared
0.00
None
0.00
DHT HOLDINGS INC
SOLEShares1.23M
TypeSH
Market value$13.28M
2.66%
Sole
1.23M
Shared
0.00
None
0.00
INTERNATIONAL SEAWAYS INC
SOLEShares252.93K
TypeSH
Market value$10.54M
2.11%
Sole
252.93K
Shared
0.00
None
0.00
FRONTLINE LTD
SOLEShares604.61K
TypeSH
Market value$10.01M
2.00%
Sole
604.61K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares47.98K
TypeSH
Market value$4.96M
0.99%
Sole
47.98K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares14.22K
TypeSH
Market value$3.01M
0.60%
Sole
14.22K
Shared
0.00
None
0.00
DAQO NEW ENERGY CORP
SOLEShares38.36K
TypeSH
Market value$1.80M
0.36%
Sole
38.36K
Shared
0.00
None
0.00
ATOUR LIFESTYLE HOLDINGS LTD
SOLEShares63.56K
TypeSH
Market value$1.67M
0.33%
Sole
63.56K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares25.10K
TypeSH
Market value$1.55M
0.31%
Sole
25.10K
Shared
0.00
None
0.00
CHESAPEAKE ENERGY CORP
SOLEShares17.14K
TypeSH
Market value$1.30M
0.26%
Sole
17.14K
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND
SOLEShares4.30K
TypeSH
Market value$1.23M
0.25%
Sole
4.30K
Shared
0.00
None
0.00
SEA LTD
SOLEShares14.19K
TypeSH
Market value$1.23M
0.25%
Sole
14.19K
Shared
0.00
None
0.00
DATADOG INC
SOLEShares16.22K
TypeSH
Market value$1.18M
0.24%
Sole
16.22K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares2.30K
TypeSH
Market value$1.07M
0.21%
Sole
2.30K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 259.43K | SH | $72.06M 14.42% | 259.43K | 0.00 | 0.00 |
RLX TECHNOLOGY INCSOLE | SPONSORED ADS | 20.19M | SH | $58.54M 11.72% | 20.19M | 0.00 | 0.00 |
NEW ORIENTAL ED & TECHNOLOGYSOLE | SPON ADR | 1.47M | SH | $56.67M 11.34% | 1.47M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 173.77K | SH | $50.10M 10.03% | 173.77K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 652.63K | SH | $49.53M 9.91% | 652.63K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 317.64K | SH | $31.13M 6.23% | 317.64K | 0.00 | 0.00 |
YUM CHINA HLDGS INCSOLE | COM | 418.78K | SH | $26.55M 5.31% | 418.78K | 0.00 | 0.00 |
GAOTU TECHEDU INCSOLE | SPONSORED ADS | 5.57M | SH | $23.52M 4.71% | 5.57M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 183.17K | SH | $22.50M 4.50% | 183.17K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 26.20K | SH | $17.83M 3.57% | 26.20K | 0.00 | 0.00 |
H WORLD GROUP LTDSOLE | SPONSORED ADS | 356.57K | SH | $17.46M 3.50% | 356.57K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 10.87K | SH | $14.32M 2.87% | 10.87K | 0.00 | 0.00 |
DHT HOLDINGS INCSOLE | SHS NEW | 1.23M | SH | $13.28M 2.66% | 1.23M | 0.00 | 0.00 |
INTERNATIONAL SEAWAYS INCSOLE | COM | 252.93K | SH | $10.54M 2.11% | 252.93K | 0.00 | 0.00 |
FRONTLINE LTDSOLE | SHS NEW | 604.61K | SH | $10.01M 2.00% | 604.61K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 47.98K | SH | $4.96M 0.99% | 47.98K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 14.22K | SH | $3.01M 0.60% | 14.22K | 0.00 | 0.00 |
DAQO NEW ENERGY CORPSOLE | SPNSRD ADS NEW | 38.36K | SH | $1.80M 0.36% | 38.36K | 0.00 | 0.00 |
ATOUR LIFESTYLE HOLDINGS LTDSOLE | SPONSORED ADS | 63.56K | SH | $1.67M 0.33% | 63.56K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 25.10K | SH | $1.55M 0.31% | 25.10K | 0.00 | 0.00 |
CHESAPEAKE ENERGY CORPSOLE | COM | 17.14K | SH | $1.30M 0.26% | 17.14K | 0.00 | 0.00 |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 4.30K | SH | $1.23M 0.25% | 4.30K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 14.19K | SH | $1.23M 0.25% | 14.19K | 0.00 | 0.00 |
DATADOG INCSOLE | CL A COM | 16.22K | SH | $1.18M 0.24% | 16.22K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 2.30K | SH | $1.07M 0.21% | 2.30K | 0.00 | 0.00 |
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