Keystone Investors Pte Ltd

Q1 2024 13F Holdings Report, Stock Holdings

Signature - Title: Kenneth William Tonkinson - CHIEF EXECUTIVE OFFICER
Location: Singapore, Singapore
Holdings as of: March 31, 2024
Value $: $1.15B
Num holdings: 73
Date filed: 5/10/2024, 12:08 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included META, NVDA, MSFT, EDU, and MMYT.
Previous filing: Q4 2023 - Feb 8, 2024
Next filing: Q2 2024 - Aug 13, 2024
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
META	11.2%	-2.85%	Meta Platforms Inc	CL A	-67.7K	-20.3%	-$32.9M	$129M	485.58	266K
NVDA	9.15%	-10.3%	Nvidia Corporation	COM	-131K	-52.9%	-$118M	$105M	903.56	117K
MSFT	8.96%	-2.41%	Microsoft Corp	COM	-66K	-21.2%	-$27.8M	$103M	420.72	245K
EDU	8.34%	-2.44%	New Oriental Ed & Technology	SPON ADR	-323K	-22.6%	-$28.1M	$96M	86.82	1.11M
MMYT	5.46%	+5.46%	Makemytrip Limited Mauritius	SHS	+885K	NEW	+$62.9M	$62.9M	71.05	885K
APO	5.15%	+2.33%	Apollo Global Mgmt Inc	COM	+239K	+82.8%	+$26.9M	$59.3M	112.45	528K
SNPS	5.09%	-0.55%	Synopsys Inc	COM	-11K	-9.7%	-$6.3M	$58.6M	571.50	103K
ARES	4.87%	-5.93%	Ares Management Corporation	CL A COM STK	-513K	-54.9%	-$68.2M	$56M	132.98	421K
TCOM	4.44%	+4.44%	Trip Com Group Ltd	ADS	+1.17M	NEW	+$51.2M	$51.2M	43.89	1.17M
HDB	4.3%	+1.24%	Hdfc Bank Ltd	SPONSORED ADS	+256K	+40.7%	+$14.3M	$49.5M	55.97	884K
SE	4.2%	+4.2%	Sea Ltd	SPONSORD ADS	+901K	NEW	+$48.4M	$48.4M	53.71	901K
NOW	4.05%	-0.74%	Servicenow Inc	COM	-11.2K	-15.5%	-$8.57M	$46.6M	762.40	61.2K
AMZN	3.02%	-0.3%	Amazon Com Inc	COM	-18.9K	-8.93%	-$3.41M	$34.8M	180.38	193K
CRL	2.91%	+2.91%	Charles Riv Labs Intl Inc	COM	+124K	NEW	+$33.5M	$33.5M	270.95	124K
GOOGL	2.18%	+2.18%	Alphabet Inc	CAP STK CL A	+166K	NEW	+$25M	$25M	150.93	166K
LULU	2.08%	+1.85%	Lululemon Athletica Inc	COM	+54.5K	+804.8%	+$21.3M	$23.9M	390.65	61.3K
MRVL	1.62%	+1.58%	Marvell Technology Inc	COM	+257K	+4566.9%	+$18.2M	$18.6M	70.88	263K
ONON	1.5%	+0.62%	On Hldg Ag	NAMEN AKT A	+203K	+71.1%	+$7.17M	$17.2M	35.38	487K
TAL	1.36%	-1%	Tal Education Group	SPONSORED ADS	-1.01M	-42.3%	-$11.5M	$15.7M	11.35	1.38M
VKTX	0.79%	+0.79%	Viking Therapeutics Inc	COM	+112K	NEW	+$9.15M	$9.15M	82.00	112K
CDNS	0.63%	-0.29%	Cadence Design System Inc	COM	-10.8K	-31.7%	-$3.36M	$7.22M	311.28	23.2K
AS	0.55%	+0.55%	Amer Sports Inc	COM SHS	+389K	NEW	+$6.34M	$6.34M	16.30	389K
NTES	0.53%	-1.98%	Netease Inc	SPONSORED ADS	-221K	-79%	-$22.8M	$6.08M	103.47	58.7K
AVGO	0.33%	+0.02%	Broadcom Inc	COM	+173	+6.33%	+$229K	$3.85M	1,325.41	2.91K
PDD	0.33%	-6.97%	Pdd Holdings Inc	SPONSORED ADS	-690K	-95.5%	-$80.2M	$3.74M	116.25	32.2K
LVS	0.31%	+0.02%	Las Vegas Sands Corp	COM	+5.25K	+8.1%	+$271K	$3.62M	51.70	70.1K
MELI	0.3%	+0.02%	Mercadolibre Inc	COM	+149	+7.02%	+$225K	$3.44M	1,511.96	2.27K
ADBE	0.29%	+0.13%	Adobe Inc	COM	+2.94K	+77.5%	+$1.48M	$3.39M	504.60	6.73K
NU	0.28%	+0.01%	Nu Hldgs Ltd	ORD SHS CL A	+11.1K	+4.33%	+$133K	$3.21M	11.93	269K
MA	0.28%	+0.02%	Mastercard Incorporated	CL A	+443	+7.16%	+$213K	$3.19M	481.57	6.63K
CNI	0.27%	+0.27%	Canadian Natl Ry Co	COM	+23.9K	NEW	+$3.14M	$3.14M	131.71	23.9K
MU	0.27%	+0.21%	Micron Technology Inc	COM	+20.9K	+406.7%	+$2.46M	$3.07M	117.89	26K
ROP	0.25%	-0.02%	Roper Technologies Inc	COM	-422	-7.69%	-$237K	$2.84M	560.84	5.07K
TME	0.25%	+0.25%	Tencent Music Entmt Group	SPON ADS	+252K	NEW	+$2.82M	$2.82M	11.19	252K
CRM	0.24%	+0.24%	Salesforce Inc	COM	+9.28K	NEW	+$2.79M	$2.79M	301.18	9.28K
GOOG	0.24%	+0.24%	Alphabet Inc	CAP STK CL C	+18.1K	NEW	+$2.76M	$2.76M	152.26	18.1K
HUBS	0.24%	+0.24%	Hubspot Inc	COM	+4.34K	NEW	+$2.72M	$2.72M	626.56	4.34K
AMD	0.24%	-2.81%	Advanced Micro Devices Inc	COM	-179K	-92.2%	-$32.3M	$2.72M	180.49	15.1K
GTLB	0.21%	+0.21%	Gitlab Inc	CLASS A COM	+41.9K	NEW	+$2.44M	$2.44M	58.32	41.9K
WDAY	0.2%	+0.03%	Workday Inc	CL A	+1.09K	+14.5%	+$296K	$2.34M	272.75	8.57K
PTC	0.2%	+0.2%	Ptc Inc	COM	+12K	NEW	+$2.27M	$2.27M	188.94	12K
CYBR	0.19%	+0.19%	Cyberark Software Ltd	SHS	+8.4K	NEW	+$2.23M	$2.23M	265.63	8.4K
BN	0.18%	+0.18%	Brookfield Corp	CL A LTD VT SH	+50.4K	NEW	+$2.11M	$2.11M	41.87	50.4K
PCTY	0.18%	-0.01%	Paylocity Hldg Corp	COM	-630	-4.97%	-$108K	$2.07M	171.86	12K
LEGN	0.17%	+0.17%	Legend Biotech Corp	SPONSORED ADS	+35.9K	NEW	+$2.01M	$2.01M	56.09	35.9K
MSCI	0.17%	+0.17%	Msci Inc	COM	+3.58K	NEW	+$2.01M	$2.01M	560.45	3.58K
V	0.17%	+0.04%	Visa Inc	COM CL A	+1.61K	+29.7%	+$450K	$1.96M	279.08	7.04K
MEDP	0.15%	+0.15%	Medpace Hldgs Inc	COM	+4.4K	NEW	+$1.78M	$1.78M	404.15	4.4K
GLOB	0.15%	+0.15%	Globant S A	COM	+8.3K	NEW	+$1.68M	$1.68M	201.90	8.3K
BZ	0.14%	+0.02%	Kanzhun Limited	SPONSORED ADS	+15.4K	+20.6%	+$270K	$1.58M	17.53	90.2K

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Filing 2024 Q1 compared to 2023 Q4 by default.

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
KENNETH WILLIAM TONKINSON	CHIEF EXECUTIVE OFFICER	Singapore, Singapore	5/10/2024