Institutions / PineStone Asset Management Inc.
PineStone Asset Management Inc.
CIK 1904893 · Institution · as of Dec 31, 2025
Portfolio value
$16.09B
Positions
43
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 43 →
| Company | Value | % of portfolio |
|---|---|---|
| Taiwan Semiconductor Manufacturing Co LtdTSM | $1.90B | 11.8% |
| Alphabet Inc. | $1.80B | 11.2% |
| Microsoft Corp | $1.42B | 8.8% |
| Moody's Corp | $1.21B | 7.5% |
| Mastercard Inc | $968.89M | 6.0% |
| Autozone Inc | $912.90M | 5.7% |
| CME Group Inc | $713.68M | 4.4% |
| TJX Cos Inc/The | $649.20M | 4.0% |
| MSCI Inc. | $574.27M | 3.6% |
| Sherwin Williams Co | $557.01M | 3.5% |
| Mettler-Toledo International Inc | $450.43M | 2.8% |
| Johnson & Johnson | $427.90M | 2.7% |
| Otis Worldwide Corp | $408.80M | 2.5% |
| CARRIER GLOBAL Corp | $377.99M | 2.3% |
| Pepsico Inc | $362.52M | 2.3% |
| Oracle Corp | $350.90M | 2.2% |
| Copart Inc | $333.45M | 2.1% |
| S&P Global Inc. | $322.65M | 2.0% |
| Graco Inc | $310.58M | 1.9% |
| Hdfc Bank LtdHDB | $303.86M | 1.9% |
| Unitedhealth Group Inc | $272.57M | 1.7% |
| Amazon.com Inc | $246.19M | 1.5% |
| Analog Devices Inc | $240.03M | 1.5% |
| Hilton Worldwide Holdings Inc. | $227.72M | 1.4% |
| Lowes Companies Inc | $223.40M | 1.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.