13F HOLDINGS REPORT
KEYSTONE INVESTORS PTE LTD
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001926253-23-000009
Total Value
$840.5M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 325,468 | $102.8M | 12.23% |
| 2 | NVIDIA CORPORATION | NVDA | 225,458 | $98.1M | 11.67% |
| 3 | NEW ORIENTAL ED & TECHNOLOGY | 647581206 | 1,413,673 | $82.8M | 9.85% |
| 4 | PDD HOLDINGS INC | PDD | 781,029 | $76.6M | 9.11% |
| 5 | META PLATFORMS INC | META | 239,709 | $72.0M | 8.56% |
| 6 | APOLLO GLOBAL MGMT INC | 03769M106 | 605,560 | $54.4M | 6.47% |
| 7 | ARES MANAGEMENT CORPORATION | ARES-PB | 504,407 | $51.9M | 6.17% |
| 8 | ICICI BANK LIMITED | IBN | 2,001,200 | $46.3M | 5.51% |
| 9 | SERVICENOW INC | NOW | 73,959 | $41.3M | 4.92% |
| 10 | SYNOPSYS INC | SNPS | 81,198 | $37.3M | 4.43% |
| 11 | ELI LILLY & CO | LLY | 54,600 | $29.3M | 3.49% |
| 12 | SUPER MICRO COMPUTER INC | SMCI | 89,756 | $24.6M | 2.93% |
| 13 | TAL EDUCATION GROUP | TAL | 2,673,200 | $24.4M | 2.90% |
| 14 | HDFC BANK LTD | HDB | 411,981 | $24.3M | 2.89% |
| 15 | NETEASE INC | NETTF | 210,427 | $21.1M | 2.51% |
| 16 | CADENCE DESIGN SYSTEM INC | CDNS | 46,807 | $11.0M | 1.30% |
| 17 | AMAZON COM INC | AMZN | 57,982 | $7.4M | 0.88% |
| 18 | LI AUTO INC | LAAOF | 178,945 | $6.4M | 0.76% |
| 19 | LULULEMON ATHLETICA INC | LULU | 9,146 | $3.5M | 0.42% |
| 20 | TESLA INC | TSLA | 10,067 | $2.5M | 0.30% |
| 21 | PAYLOCITY HLDG CORP | PCTY | 13,769 | $2.5M | 0.30% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,950 | $2.4M | 0.29% |
| 23 | BROADCOM INC | AVGO | 2,413 | $2.0M | 0.24% |
| 24 | CHEVRON CORP NEW | CVX | 11,700 | $2.0M | 0.23% |
| 25 | DATADOG INC | DDOG | 20,024 | $1.8M | 0.22% |
| 26 | PALO ALTO NETWORKS INC | PANW | 7,611 | $1.8M | 0.21% |
| 27 | VISA INC | V | 7,056 | $1.6M | 0.19% |
| 28 | SNOWFLAKE INC | SNOW | 10,222 | $1.6M | 0.19% |
| 29 | OCCIDENTAL PETE CORP | 674599105 | 21,500 | $1.4M | 0.17% |
| 30 | MASTERCARD INCORPORATED | MA | 2,890 | $1.1M | 0.14% |
| 31 | MERCADOLIBRE INC | MELI | 894 | $1.1M | 0.13% |
| 32 | TJX COS INC NEW | 872540109 | 11,050 | $982,124 | 0.12% |
| 33 | EPAM SYS INC | EPAM | 3,350 | $856,562 | 0.10% |
| 34 | ADVANCED MICRO DEVICES INC | AMD | 4,119 | $423,516 | 0.05% |
| 35 | MARVELL TECHNOLOGY INC | MRVL | 6,714 | $363,429 | 0.04% |
| 36 | DHT HOLDINGS INC | DHT | 25,811 | $265,853 | 0.03% |
| 37 | ALPHABET INC | GOOG | 1,835 | $241,945 | 0.03% |
| 38 | MONGODB INC | MDB | 625 | $216,163 | 0.03% |