Holders — by stockHoldings — by fund
PineStone Asset Management Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001904893
$16.19B
disclosed book value
44
positions
14.6%
largest position share
Positions, as of 2026-06-30
top 44 of 44 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 5.0M | $2.37B | 14.6% |
| 2 | GOOGLALPHABET INC | 4.6M | $1.65B | 10.2% |
| 3 | MCOMOODYS CORP | 2.3M | $1.03B | 6.4% |
| 4 | MSFTMICROSOFT CORP | 2.6M | $964.9M | 6% |
| 5 | MAMASTERCARD INCORPORATED | 1.8M | $940.9M | 5.8% |
| 6 | AZOAUTOZONE INC | 244,260 | $780.6M | 4.8% |
| 7 | AMZNAMAZON COM INC | 2.8M | $662.3M | 4.1% |
| 8 | KLACKLA CORP | 2.2M | $654.6M | 4% |
| 9 | CMECME GROUP INC | 2.7M | $600.5M | 3.7% |
| 10 | TJXTJX COS INC NEW | 3.8M | $568.8M | 3.5% |
| 11 | SHWSHERWIN WILLIAMS CO | 1.6M | $538.7M | 3.3% |
| 12 | MSCIMSCI INC | 943,550 | $528.4M | 3.3% |
| 13 | CARRCARRIER GLOBAL CORPORATION | 6.3M | $464.6M | 2.9% |
| 14 | JNJJOHNSON & JOHNSON | 1.7M | $440.3M | 2.7% |
| 15 | MTDMETTLER TOLEDO INTERNATIONAL | 326,120 | $416.6M | 2.6% |
| 16 | LINLINDE PLC | 769,783 | $399.5M | 2.5% |
| 17 | ADIANALOG DEVICES INC | 883,993 | $351.1M | 2.2% |
| 18 | UNHUNITEDHEALTH GROUP INC | 807,522 | $335.6M | 2.1% |
| 19 | OTISOTIS WORLDWIDE CORP | 4.3M | $307.2M | 1.9% |
| 20 | PEPPEPSICO INC | 2.2M | $295.5M | 1.8% |
| 21 | SPGIS&P GLOBAL INC | 661,225 | $269.3M | 1.7% |
| 22 | AONAON PLC | 799,293 | $265.1M | 1.6% |
| 23 | CNICANADIAN NATL RY CO | 2.0M | $242.6M | 1.5% |
| 24 | GGGGRACO INC | 3.2M | $240.9M | 1.5% |
| 25 | CPRTCOPART INC | 7.9M | $223.1M | 1.4% |
| 26 | HLTHILTON WORLDWIDE HLDGS INC | 660,714 | $218.3M | 1.3% |
| 27 | LOWLOWES COS INC | 770,942 | $170.0M | 1% |
| 28 | CLCOLGATE PALMOLIVE CO | 1.5M | $134.1M | 0.8% |
| 29 | HDBHDFC BANK LTD | 4.4M | $113.1M | 0.7% |
| 30 | FSSFEDERAL SIGNAL CORP | 15,986 | $2.1M | 0% |
| 31 | JBTMJBT MAREL CORPORATION | 8,229 | $1.2M | 0% |
| 32 | HLIHOULIHAN LOKEY INC | 8,794 | $1.2M | 0% |
| 33 | HAYWHAYWARD HLDGS INC | 65,568 | $1.1M | 0% |
| 34 | IPARINTERPARFUMS INC | 9,701 | $1.1M | 0% |
| 35 | MEDPMEDPACE HLDGS INC | 1,760 | $932,078 | 0% |
| 36 | JKHYHENRY JACK & ASSOC INC | 6,500 | $895,310 | 0% |
| 37 | FNDFLOOR & DECOR HLDGS INC | 14,300 | $848,848 | 0% |
| 38 | WDFCWD 40 CO | 3,439 | $837,878 | 0% |
| 39 | DCIDONALDSON INC | 8,328 | $747,605 | 0% |
| 40 | EXPOEXPONENT INC | 11,794 | $693,015 | 0% |
| 41 | STVNSTEVANATO GROUP S P A | 38,135 | $689,099 | 0% |
| 42 | TREXTREX INC | 12,069 | $603,933 | 0% |
| 43 | WHWYNDHAM HOTELS & RESORTS INC | 6,650 | $559,997 | 0% |
| 44 | SSDSIMPSON MFG INC | 2,010 | $420,794 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.