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PineStone Asset Management Inc.

All holdings · as of Dec 31, 2025

43 positions

CompanyClassValueShares% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$1.90B6,246,54511.8%
Alphabet Inc.$1.80B5,747,05411.2%
MICROSOFT CORP$1.42B2,931,5148.8%
Moody's Corp$1.21B2,375,7687.5%
Mastercard Inc$968.89M1,697,1916.0%
AUTOZONE INC$912.90M269,1735.7%
CME Group Inc$713.68M2,613,4394.4%
TJX Cos Inc/The$649.20M4,226,2944.0%
MSCI Inc.$574.27M1,000,9423.6%
SHERWIN WILLIAMS CO$557.01M1,719,0203.5%
Mettler-Toledo International Inc$450.43M323,0742.8%
JOHNSON & JOHNSON$427.90M2,067,6672.7%
Otis Worldwide Corp$408.80M4,679,9972.5%
CARRIER GLOBAL Corp$377.99M7,153,4292.3%
PEPSICO INC$362.52M2,525,9482.3%
ORACLE CORP$350.90M1,800,3092.2%
Copart Inc$333.45M8,517,1542.1%
S&P Global Inc.$322.65M617,3882.0%
GRACO INC$310.58M3,788,9831.9%
HDFC BANK LTDHDBADR$303.86M8,315,7261.9%
UNITEDHEALTH GROUP INC$272.57M825,7051.7%
Amazon.com Inc$246.19M1,066,6001.5%
ANALOG DEVICES INC$240.03M885,0761.5%
Hilton Worldwide Holdings Inc.$227.72M792,7641.4%
LOWES COMPANIES INC$223.40M926,3501.4%
COLGATE PALMOLIVE CO$125.66M1,590,2890.8%
FactSet Research Systems Inc$119.81M412,8640.7%
NIKE, Inc.$118.96M1,867,2350.7%
FEDERAL SIGNAL CORP /DE$20.14M185,4840.1%
Medpace Holdings, Inc.$13.87M24,7000.1%
Houlihan Lokey Inc$12.98M74,4950.1%
JBT MAREL Corp$12.57M83,4290.1%
DONALDSON Co INC$12.36M139,3610.1%
WYNDHAM HOTELS & RESORTS, INC.$11.84M156,6500.1%
Jack Henry & Associates Inc$10.99M60,2000.1%
EXPONENT INC$9.69M139,4940.1%
Interparfums Inc$9.40M110,8520.1%
Hayward Holdings, Inc.$9.20M595,2000.1%
WD-40 Co$8.59M43,6100.1%
Simpson Manufacturing Co., Inc.$8.01M49,6100.0%
FLOOR & DECOR HOLDINGS INC$7.96M130,8000.0%
Trex Co Inc$7.83M223,1690.0%
POWER INTEGRATIONS INC$2.81M79,1000.0%
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