13F HOLDINGS REPORT
KEYSTONE INVESTORS PTE LTD
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001926253-23-000004
Total Value
$499.7M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 259,426 | $72.1M | 14.42% |
| 2 | RLX TECHNOLOGY INC | RLX | 20,186,300 | $58.5M | 11.72% |
| 3 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,467,749 | $56.7M | 11.34% |
| 4 | MICROSOFT CORP | MSFT | 173,766 | $50.1M | 10.03% |
| 5 | PDD HOLDINGS INC | PDD | 652,633 | $49.5M | 9.91% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 317,645 | $31.1M | 6.23% |
| 7 | YUM CHINA HLDGS INC | YUMC | 418,776 | $26.5M | 5.31% |
| 8 | GAOTU TECHEDU INC | GOTU | 5,573,840 | $23.5M | 4.71% |
| 9 | APPLIED MATLS INC | 038222105 | 183,171 | $22.5M | 4.50% |
| 10 | ASML HOLDING N V | ASMLF | 26,200 | $17.8M | 3.57% |
| 11 | H WORLD GROUP LTD | HWLDF | 356,569 | $17.5M | 3.50% |
| 12 | MERCADOLIBRE INC | MELI | 10,868 | $14.3M | 2.87% |
| 13 | DHT HOLDINGS INC | DHT | 1,228,649 | $13.3M | 2.66% |
| 14 | INTERNATIONAL SEAWAYS INC | INSW | 252,928 | $10.5M | 2.11% |
| 15 | FRONTLINE LTD | FRO | 604,607 | $10.0M | 2.00% |
| 16 | AMAZON COM INC | AMZN | 47,976 | $5.0M | 0.99% |
| 17 | META PLATFORMS INC | META | 14,225 | $3.0M | 0.60% |
| 18 | DAQO NEW ENERGY CORP | DQ | 38,362 | $1.8M | 0.36% |
| 19 | ATOUR LIFESTYLE HOLDINGS LTD | ATAT | 63,559 | $1.7M | 0.33% |
| 20 | CLOUDFLARE INC | NET | 25,099 | $1.5M | 0.31% |
| 21 | CHESAPEAKE ENERGY CORP | EXE | 17,135 | $1.3M | 0.26% |
| 22 | ACCENTURE PLC IRELAND | ACN | 4,300 | $1.2M | 0.25% |
| 23 | SEA LTD | SE | 14,187 | $1.2M | 0.25% |
| 24 | DATADOG INC | DDOG | 16,220 | $1.2M | 0.24% |
| 25 | SERVICENOW INC | NOW | 2,300 | $1.1M | 0.21% |
| 26 | EPAM SYS INC | EPAM | 3,280 | $980,720 | 0.20% |
| 27 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 9,097 | $846,203 | 0.17% |
| 28 | ACTIVISION BLIZZARD INC | 00507V109 | 9,450 | $808,826 | 0.16% |
| 29 | OCCIDENTAL PETE CORP | 674599105 | 11,821 | $737,985 | 0.15% |
| 30 | SCHLUMBERGER LTD | SLB | 14,075 | $691,083 | 0.14% |
| 31 | HALLIBURTON CO | HAL | 19,637 | $621,315 | 0.12% |
| 32 | BLACKSTONE INC | BX | 4,720 | $414,605 | 0.08% |
| 33 | AIRBNB INC | ABNB | 2,670 | $332,148 | 0.07% |
| 34 | MICRON TECHNOLOGY INC | MU | 5,324 | $321,250 | 0.06% |
| 35 | MARVELL TECHNOLOGY INC | MRVL | 7,411 | $320,896 | 0.06% |
| 36 | UBER TECHNOLOGIES INC | UBER | 8,742 | $277,121 | 0.06% |
| 37 | SUPER MICRO COMPUTER INC | SMCI | 2,519 | $268,399 | 0.05% |