PineStone Asset Management Inc.
Q3 2026 13F filing
Updated 3 days ago43 disclosed positions worth $15.4B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TAIWAN SEMICONDUCTOR MANUFAC | $2.1B | 4.63M | 13.76% | — |
| 2 | G ALPHABET INC | $1.5B | 4.30M | 9.64% | — |
| 3 | M MICROSOFT CORP | $1.3B | 2.44M | 8.14% | — |
| 4 | M MOODYS CORP | $1B | 2.22M | 6.56% | — |
| 5 | M MASTERCARD INCORPORATED | $986.5M | 1.79M | 6.42% | — |
| 6 | A AMAZON COM INC | $724.9M | 2.91M | 4.72% | — |
| 7 | C CME GROUP INC | $683.8M | 2.61M | 4.45% | — |
| 8 | A AUTOZONE INC | $671.3M | 237.2K | 4.37% | — |
| 9 | S SHERWIN WILLIAMS CO | $493M | 1.52M | 3.21% | — |
| 10 | T TJX COS INC NEW | $484M | 3.66M | 3.15% | — |
| 11 | M MSCI INC | $480M | 891.1K | 3.13% | — |
| 12 | M METTLER TOLEDO INTERNATIONAL | $479.4M | 317.3K | 3.12% | — |
| 13 | K KLA CORP | $471.4M | 2.42M | 3.07% | — |
| 14 | J JOHNSON & JOHNSON | $433.3M | 1.64M | 2.82% | — |
| 15 | L LINDE PLC | $384.8M | 810.8K | 2.51% | — |
| 16 | A ANALOG DEVICES INC | $348.6M | 878.8K | 2.27% | — |
| 17 | C CARRIER GLOBAL CORPORATION | $336.2M | 6.13M | 2.19% | — |
| 18 | U UNITEDHEALTH GROUP INC | $304.1M | 828.3K | 1.98% | — |
| 19 | P PEPSICO INC | $267.5M | 2.11M | 1.74% | — |
| 20 | O OTIS WORLDWIDE CORP | $260.2M | 4.04M | 1.69% | — |
| 21 | S S&P GLOBAL INC | $249.8M | 633.3K | 1.63% | — |
| 22 | G GRACO INC | $236.2M | 3.07M | 1.54% | — |
| 23 | C CANADIAN NATL RY CO | $227.7M | 1.91M | 1.48% | — |
| 24 | A AON PLC | $203.5M | 735.2K | 1.33% | — |
| 25 | H HILTON WORLDWIDE HLDGS INC | $193.3M | 607.6K | 1.26% | — |
| 26 | C COPART INC | $164.4M | 6.03M | 1.07% | — |
| 27 | A BROADCOM INC | $126.8M | 361.1K | 0.83% | — |
| 28 | C COLGATE PALMOLIVE CO | $116.8M | 1.37M | 0.76% | — |
| 29 | H HDFC BANK LTD | $109M | 4.88M | 0.71% | — |
| 30 | L LOWES COS INC | $56.5M | 306.6K | 0.37% | — |
| 31 | F FEDERAL SIGNAL CORP | $1.7M | 15.4K | 0.01% | — |
| 32 | H HOULIHAN LOKEY INC | $1.3M | 10.2K | 0.01% | — |
| 33 | H HAYWARD HLDGS INC | $941K | 76.9K | 0.01% | — |
| 34 | J JBT MAREL CORPORATION | $932K | 8.8K | 0.01% | — |
| 35 | J HENRY JACK & ASSOC INC | $931K | 6.5K | 0.01% | — |
| 36 | M MEDPACE HLDGS INC | $924K | 1.5K | 0.01% | — |
| 37 | S STEVANATO GROUP S P A | $867K | 41.3K | 0.01% | — |
| 38 | I INTERPARFUMS INC | $843K | 7.6K | 0.01% | — |
| 39 | E EXPONENT INC | $772K | 11.8K | 0.01% | — |
| 40 | D DONALDSON INC | $725K | 8.3K | 0.00% | — |
| 41 | W WD 40 CO | $614K | 3.0K | 0.00% | — |
| 42 | T TREX INC | $491K | 11.3K | 0.00% | — |
| 43 | S SIMPSON MFG INC | $309K | 1.8K | 0.00% | — |