PineStone Asset Management Inc.
PineStone Asset Management Inc. reported 43 holdings worth US$15.4B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 16, 2026
PineStone Asset Management Inc. reported 43 holdings worth US$15.4B as of Sep 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Alphabet Inc (google) Class C and Microsoft Corp. Filed Oct 16, 2026 (Form 13F).
- Holdings
- 43
- Value as reported
- US$15.4B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 4.63M | US$2.11B | 13.8% |
| Alphabet Inc (google) Class C | 4.3M | US$1.48B | 9.6% |
| Microsoft Corp. | 2.44M | US$1.25B | 8.1% |
| Moody's Corporation | 2.22M | US$1.01B | 6.6% |
| Mastercard Incorporated | 1.79M | US$986M | 6.4% |
| Amazon.com, Inc. | 2.91M | US$725M | 4.7% |
| Cme Group Inc. | 2.61M | US$684M | 4.5% |
| Autozone, Inc. | 237K | US$671M | 4.4% |
| Sherwin-williams Company (the) | 1.52M | US$493M | 3.2% |
| Tjx Companies, Inc. (the) | 3.66M | US$484M | 3.2% |
| Msci Inc. | 891K | US$480M | 3.1% |
| Mettler-toledo International, Inc. | 317K | US$479M | 3.1% |
| Kla Corporation | 2.42M | US$471M | 3.1% |
| Johnson & Johnson | 1.64M | US$433M | 2.8% |
| Analog Devices, Inc. | 879K | US$349M | 2.3% |
| Carrier Global Corporation | 6.13M | US$336M | 2.2% |
| Unitedhealth Group Incorporated | 828K | US$304M | 2.0% |
| Pepsico, Inc. | 2.11M | US$268M | 1.7% |
| Otis Worldwide Corporation | 4.04M | US$260M | 1.7% |
| S&p Global Inc. | 633K | US$250M | 1.6% |
| Graco Inc. | 3.07M | US$236M | 1.5% |
| Canadian National Railway Company | 1.91M | US$228M | 1.5% |
| Hilton Worldwide Holdings Inc. | 608K | US$193M | 1.3% |
| Copart, Inc. | 6.03M | US$164M | 1.1% |
| Broadcom Inc. | 361K | US$127M | 0.83% |
| Colgate-palmolive Company | 1.37M | US$117M | 0.76% |
| Hdfc Bank Limited | 4.88M | US$109M | 0.71% |
| Lowe's Companies, Inc. | 307K | US$56.5M | 0.37% |
| Federal Signal Corporation | 15,386 | US$1.7M | 0.01% |
| Houlihan Lokey, Inc. | 10,194 | US$1.29M | <0.01% |
| Hayward Holdings, Inc. | 76,868 | US$941K | <0.01% |
| Jbt Marel Corporation | 8,829 | US$932K | <0.01% |
| Jack Henry & Associates, Inc. | 6,500 | US$931K | <0.01% |
| Medpace Holdings, Inc. | 1,480 | US$924K | <0.01% |
| Interparfums, Inc. | 7,601 | US$843K | <0.01% |
| Exponent, Inc. | 11,794 | US$772K | <0.01% |
| Donaldson Company, Inc. | 8,328 | US$725K | <0.01% |
| Wd-40 Company | 3,039 | US$614K | <0.01% |
| Trex Company, Inc. | 11,269 | US$491K | <0.01% |
| Simpson Manufacturing Company, Inc. | 1,810 | US$309K | <0.01% |
| Floor & Decor Holdings, Inc. | 0 | US$0 | 0.00% |
| Wyndham Hotels & Resorts, Inc. | 0 | US$0 | 0.00% |
Source
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