PineStone Asset Management Inc.
PineStone Asset Management Inc. reported 44 holdings worth US$16.2B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
PineStone Asset Management Inc. reported 44 holdings worth US$16.2B as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Alphabet Inc (google) Class C and Moody's Corporation. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 44
- Value as reported
- US$16.2B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4.96M | US$2.37B | 14.6% |
| Alphabet Inc (google) Class C | 4.61M | US$1.65B | 10.2% |
| Moody's Corporation | 2.28M | US$1.03B | 6.4% |
| Microsoft Corp. | 2.59M | US$965M | 6.0% |
| Mastercard Incorporated | 1.83M | US$941M | 5.8% |
| Autozone, Inc. | 244K | US$781M | 4.8% |
| Amazon.com, Inc. | 2.78M | US$662M | 4.1% |
| Kla Corporation | 2.17M | US$655M | 4.0% |
| Cme Group Inc. | 2.72M | US$601M | 3.7% |
| Tjx Companies, Inc. (the) | 3.75M | US$569M | 3.5% |
| Sherwin-williams Company (the) | 1.56M | US$539M | 3.3% |
| Msci Inc. | 944K | US$528M | 3.3% |
| Carrier Global Corporation | 6.33M | US$465M | 2.9% |
| Johnson & Johnson | 1.73M | US$440M | 2.7% |
| Mettler-toledo International, Inc. | 326K | US$417M | 2.6% |
| Analog Devices, Inc. | 884K | US$351M | 2.2% |
| Unitedhealth Group Incorporated | 808K | US$336M | 2.1% |
| Otis Worldwide Corporation | 4.29M | US$307M | 1.9% |
| Pepsico, Inc. | 2.18M | US$296M | 1.8% |
| S&p Global Inc. | 661K | US$269M | 1.7% |
| Canadian National Railway Company | 2.03M | US$243M | 1.5% |
| Graco Inc. | 3.19M | US$241M | 1.5% |
| Copart, Inc. | 7.91M | US$223M | 1.4% |
| Hilton Worldwide Holdings Inc. | 661K | US$218M | 1.3% |
| Lowe's Companies, Inc. | 771K | US$170M | 1.0% |
| Colgate-palmolive Company | 1.46M | US$134M | 0.83% |
| Hdfc Bank Limited | 4.38M | US$113M | 0.70% |
| Federal Signal Corporation | 15,986 | US$2.05M | 0.01% |
| Jbt Marel Corporation | 8,229 | US$1.19M | <0.01% |
| Houlihan Lokey, Inc. | 8,794 | US$1.18M | <0.01% |
| Hayward Holdings, Inc. | 65,568 | US$1.13M | <0.01% |
| Interparfums, Inc. | 9,701 | US$1.09M | <0.01% |
| Medpace Holdings, Inc. | 1,760 | US$932K | <0.01% |
| Jack Henry & Associates, Inc. | 6,500 | US$895K | <0.01% |
| Floor & Decor Holdings, Inc. | 14,300 | US$849K | <0.01% |
| Wd-40 Company | 3,439 | US$838K | <0.01% |
| Donaldson Company, Inc. | 8,328 | US$748K | <0.01% |
| Exponent, Inc. | 11,794 | US$693K | <0.01% |
| Trex Company, Inc. | 12,069 | US$604K | <0.01% |
| Wyndham Hotels & Resorts, Inc. | 6,650 | US$560K | <0.01% |
| Simpson Manufacturing Company, Inc. | 2,010 | US$421K | <0.01% |
| Factset Research Systems Inc. | 0 | US$0 | 0.00% |
| Nike, Inc. | 0 | US$0 | 0.00% |
| Power Integrations, Inc. | 0 | US$0 | 0.00% |
| Sunbelt Rentals Holdings, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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