PineStone Asset Management Inc. 13F Holdings

CIK 0001904893 · Montreal, A8

As of Sep 30, 2025, PineStone Asset Management Inc. reported 43 positions worth 6.1B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology6,545,779 .8B11.38%
ALPHABET INCGOOGLEquity6,398,927 .6B9.68%
MICROSOFT CORPMSFTTechnology2,908,036 .5B9.37%
AUTOZONE INCAZOConsumer Cyclical265,305 .1B7.08%
MOODYS CORPMCOFinancial Services2,264,043 .1B6.71%
ORACLE CORPORCLTechnology3,429,371$964.5M6.00%
MASTERCARD INCMAFinancial Services1,585,690$902.0M5.61%
CME GROUP INCCMEFinancial Services2,570,087$694.4M4.32%
TJX COMPANIES INCTJXConsumer Cyclical4,338,547$627.1M3.90%
SHERWIN WILLIAMS COSHWBasic Materials1,645,885$569.9M3.55%
MSCI INCMSCIFinancial Services961,843$545.8M3.40%
OTIS WORLDWIDE CORPOTISIndustrials4,516,521$412.9M2.57%
METTLER-TOLEDO INTERNATIONALMTDHealthcare323,570$397.2M2.47%
JOHNSON & JOHNSONJNJHealthcare2,090,409$387.6M2.41%
COPART INCCPRTIndustrials7,722,652$347.3M2.16%
PEPSICO INCPEPConsumer Defensive2,426,874$340.8M2.12%
GRACO INCGGGIndustrials3,802,310$323.0M2.01%
CARRIER GLOBAL CORPCARRBasic Materials5,315,444$317.3M1.97%
S&P GLOBAL INCSPGIFinancial Services602,868$293.4M1.83%
HDFC BANK LTDHDBFinancial Services8,163,734$278.9M1.74%
UNITEDHEALTH GROUP INCUNHHealthcare774,624$267.5M1.66%
LOWES COMPANIES INCLOWConsumer Cyclical972,650$244.4M1.52%
ANALOG DEVICES INCADITechnology924,976$227.3M1.41%
HILTON WORLDWIDE HOLDINGS INCHLTConsumer Cyclical833,724$216.3M1.35%
COLGATE PALMOLIVE COCLConsumer Defensive1,604,089 28.2M0.80%