PineStone Asset Management Inc.
Net buyer this quarter
$16.2B
44
+$612M
63.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $2.37B | 14.63% | 0.02% | -6.2% | Q4 2022 |
 GOOGL | $1.65B | 10.17% | 0.04% | -11.0% | Q4 2022 |
 MCO | $1.03B | 6.39% | 1.32% | -2.8% | Q4 2022 |
 MSFT | $965M | 5.96% | 0.03% | -9.8% | Q4 2022 |
 MA | $941M | 5.81% | 0.15% | +1.2% | Q4 2022 |
 AZO | $781M | 4.82% | 1.50% | -4.9% | Q4 2022 |
 AMZN | $662M | 4.09% | 0.03% | +83.6% | Q4 2025 |
 KLAC | $655M | 4.04% | 0.17% | +102.7% | Q1 2026 |
 CME | $601M | 3.71% | 0.82% | +4.8% | Q4 2022 |
 TJX | $569M | 3.51% | 0.34% | -3.9% | Q4 2022 |
 SHW | $539M | 3.33% | 0.64% | -6.1% | Q4 2022 |
 MSCI | $528M | 3.26% | 1.30% | -3.4% | Q4 2022 |
 CARR | $465M | 2.87% | 0.76% | -3.6% | Q4 2022 |
 JNJ | $440M | 2.72% | 0.07% | -3.1% | Q4 2022 |
 MTD | $417M | 2.57% | 1.63% | +1.0% | Q4 2022 |
 LIN | $399M | 2.47% | 0.17% | New | Q2 2026 |
 ADI | $351M | 2.17% | 0.18% | +7.2% | Q4 2022 |
 UNH | $336M | 2.07% | 0.09% | -0.2% | Q4 2022 |
 OTIS | $307M | 1.90% | 1.12% | -4.5% | Q4 2022 |
 PEP | $296M | 1.83% | 0.16% | -8.5% | Q4 2022 |
 SPGI | $269M | 1.66% | 0.22% | +24.2% | Q1 2023 |
 AON | $265M | 1.64% | 0.37% | New | Q2 2026 |
 CNI | $243M | 1.50% | 0.33% | New | Q2 2026 |
 GGG | $241M | 1.49% | 1.92% | -12.1% | Q4 2022 |
 CPRT | $223M | 1.38% | 0.85% | -5.2% | Q3 2024 |
 HLT | $218M | 1.35% | 0.29% | -10.3% | Q2 2024 |
 LOW | $170M | 1.05% | 0.14% | -11.0% | Q4 2022 |
 CL | $134M | 0.83% | 0.18% | -5.7% | Q4 2022 |
 HDB | $113M | 0.70% | 0.03% | +15.8% | Q4 2022 |
 FSS | $2.05M | 0.01% | 0.03% | -31.1% | Q2 2024 |
 JBTM | $1.19M | 0.01% | 0.02% | -36.4% | Q3 2023 |
 HLI | $1.18M | 0.01% | 1.50% | -33.9% | Q2 2024 |
 HAYW | $1.13M | 0.01% | 0.03% | -36.5% | Q2 2025 |
 IPAR | $1.09M | 0.01% | 0.03% | -29.2% | Q3 2023 |
 MEDP | $932K | 0.01% | 0.01% | -33.3% | Q3 2023 |
 JKHY | $895K | 0.01% | 0.01% | -24.4% | Q1 2025 |
 FND | $849K | 0.01% | 0.01% | -32.9% | Q3 2023 |
 WDFC | $838K | 0.01% | 0.03% | -34.4% | Q3 2023 |
 DCI | $748K | 0.00% | 0.01% | -41.5% | Q3 2023 |
 EXPO | $693K | 0.00% | 0.02% | -30.6% | Q3 2023 |
 STVN | $689K | 0.00% | 0.01% | New | Q2 2026 |
 TREX | $604K | 0.00% | 0.01% | -39.3% | Q3 2023 |
 WH | $560K | 0.00% | 0.01% | -49.4% | Q3 2023 |
 SSD | $421K | 0.00% | 0.00% | -42.7% | Q3 2023 |
| Q1 2026 | |||||
| TSM | $1.79B | 12.56% | 0.02% | -15.3% | Q4 2022 |
| GOOGL | $1.49B | 10.46% | 0.04% | -10.0% | Q4 2022 |
| MSFT | $1.06B | 7.46% | 0.04% | -2.2% | Q4 2022 |
| MCO | $1.03B | 7.21% | 1.35% | -1.1% | Q4 2022 |
| MA | $905M | 6.36% | 0.15% | +6.7% | Q4 2022 |
| AZO | $868M | 6.10% | 1.56% | -4.6% | Q4 2022 |
| CME | $766M | 5.39% | 0.78% | -0.7% | Q4 2022 |
| TJX | $624M | 4.39% | 0.35% | -7.5% | Q4 2022 |
| SHW | $534M | 3.75% | 0.68% | -3.1% | Q4 2022 |
| MSCI | $526M | 3.70% | 1.34% | -2.4% | Q4 2022 |
| JNJ | $437M | 3.07% | 0.07% | -13.5% | Q4 2022 |
| MTD | $407M | 2.86% | 1.60% | -0.1% | Q4 2022 |
| PEP | $370M | 2.60% | 0.17% | -5.6% | Q4 2022 |
| CARR | $370M | 2.60% | 0.79% | -8.1% | Q4 2022 |
| OTIS | $346M | 2.43% | 1.16% | -4.0% | Q4 2022 |
| AMZN | $315M | 2.22% | 0.01% | +41.9% | Q4 2025 |
| GGG | $307M | 2.16% | 2.19% | -4.3% | Q4 2022 |
| CPRT | $277M | 1.95% | 0.87% | -2.0% | Q3 2024 |
| ADI | $262M | 1.84% | 0.17% | -6.8% | Q4 2022 |
| SPGI | $226M | 1.59% | 0.18% | -13.8% | Q1 2023 |
| HLT | $224M | 1.57% | 0.32% | -7.1% | Q2 2024 |
| UNH | $219M | 1.54% | 0.09% | -2.0% | Q4 2022 |
| LOW | $205M | 1.44% | 0.15% | -6.5% | Q4 2022 |
| KLAC | $158M | 1.11% | 0.08% | New | Q1 2026 |
| CL | $132M | 0.93% | 0.19% | -2.5% | Q4 2022 |
 SUNB | $95.8M | 0.67% | 0.36% | New | Q1 2026 |
| HDB | $94.1M | 0.66% | 0.02% | -54.5% | Q4 2022 |
 NKE | $93M | 0.65% | 0.10% | -5.7% | Q4 2022 |
 FDS | $84.1M | 0.59% | 1.06% | -6.1% | Q4 2022 |
| FSS | $2.51M | 0.02% | 0.04% | -87.5% | Q2 2024 |
| HLI | $1.91M | 0.01% | 2.26% | -82.2% | Q2 2024 |
| JBTM | $1.65M | 0.01% | 0.02% | -84.5% | Q3 2023 |
| HAYW | $1.38M | 0.01% | 0.05% | -82.7% | Q2 2025 |
| JKHY | $1.36M | 0.01% | 0.01% | -85.7% | Q1 2025 |
| MEDP | $1.27M | 0.01% | 0.01% | -89.3% | Q3 2023 |
| IPAR | $1.24M | 0.01% | 0.04% | -87.6% | Q3 2023 |
| DCI | $1.21M | 0.01% | 0.01% | -89.8% | Q3 2023 |
| EXPO | $1.11M | 0.01% | 0.03% | -87.8% | Q3 2023 |
| FND | $1.08M | 0.01% | 0.02% | -83.7% | Q3 2023 |
| WDFC | $1.07M | 0.01% | 0.04% | -88.0% | Q3 2023 |
| WH | $1.07M | 0.01% | 0.02% | -91.6% | Q3 2023 |
| TREX | $724K | 0.01% | 0.02% | -91.1% | Q3 2023 |
| SSD | $602K | 0.00% | 0.01% | -92.9% | Q3 2023 |
 POWI | $435K | 0.00% | 0.02% | -89.3% | Q3 2023 |
| Q4 2025 | |||||
| TSM | $1.9B | 11.80% | 0.02% | -4.6% | Q4 2022 |
| GOOGL | $1.8B | 11.18% | 0.05% | -10.2% | Q4 2022 |
| MSFT | $1.42B | 8.81% | 0.04% | +0.8% | Q4 2022 |
| MCO | $1.21B | 7.54% | 1.33% | +4.9% | Q4 2022 |
| MA | $969M | 6.02% | 0.14% | +7.0% | Q4 2022 |
| AZO | $913M | 5.67% | 1.62% | +1.5% | Q4 2022 |
| CME | $714M | 4.44% | 0.78% | +1.7% | Q4 2022 |
| TJX | $649M | 4.04% | 0.38% | -2.6% | Q4 2022 |
| MSCI | $574M | 3.57% | 1.36% | +4.1% | Q4 2022 |
| SHW | $557M | 3.46% | 0.69% | +4.4% | Q4 2022 |
| MTD | $450M | 2.80% | 1.46% | -0.2% | Q4 2022 |
| JNJ | $428M | 2.66% | 0.09% | -1.1% | Q4 2022 |
| OTIS | $409M | 2.54% | 1.20% | +3.6% | Q4 2022 |
| CARR | $378M | 2.35% | 0.86% | +34.6% | Q4 2022 |
| PEP | $363M | 2.25% | 0.18% | +4.1% | Q4 2022 |
 ORCL | $351M | 2.18% | 0.06% | -47.5% | Q4 2022 |
| CPRT | $333M | 2.07% | 0.88% | +10.3% | Q3 2024 |
| SPGI | $323M | 2.01% | 0.21% | +2.4% | Q1 2023 |
| GGG | $311M | 1.93% | 2.29% | -0.4% | Q4 2022 |
| HDB | $304M | 1.89% | 0.05% | +1.9% | Q4 2022 |
| UNH | $273M | 1.69% | 0.09% | +6.6% | Q4 2022 |
| AMZN | $246M | 1.53% | 0.01% | New | Q4 2025 |
| ADI | $240M | 1.49% | 0.18% | -4.3% | Q4 2022 |
| HLT | $228M | 1.42% | 0.34% | -4.9% | Q2 2024 |
| LOW | $223M | 1.39% | 0.17% | -4.8% | Q4 2022 |
| CL | $126M | 0.78% | 0.20% | -0.9% | Q4 2022 |
| FDS | $120M | 0.74% | 1.11% | -1.6% | Q4 2022 |
| NKE | $119M | 0.74% | 0.11% | +13.5% | Q4 2022 |
| FSS | $20.1M | 0.13% | 0.30% | Not reported | Q2 2024 |
| MEDP | $13.9M | 0.09% | 0.09% | -15.4% | Q3 2023 |
| HLI | $13M | 0.08% | 12.67% | Not reported | Q2 2024 |
| JBTM | $12.6M | 0.08% | 0.16% | -4.4% | Q3 2023 |
| DCI | $12.4M | 0.08% | 0.12% | -7.6% | Q3 2023 |
| WH | $11.8M | 0.07% | 0.21% | -25.0% | Q3 2023 |
| JKHY | $11M | 0.07% | 0.08% | Not reported | Q1 2025 |
| EXPO | $9.69M | 0.06% | 0.28% | +6.3% | Q3 2023 |
| IPAR | $9.4M | 0.06% | 0.35% | -7.1% | Q3 2023 |
| HAYW | $9.2M | 0.06% | 0.27% | Not reported | Q2 2025 |
| WDFC | $8.59M | 0.05% | 0.32% | Not reported | Q3 2023 |
| SSD | $8.01M | 0.05% | 0.12% | -12.7% | Q3 2023 |
| FND | $7.96M | 0.05% | 0.12% | +16.5% | Q3 2023 |
| TREX | $7.83M | 0.05% | 0.21% | -6.9% | Q3 2023 |
| POWI | $2.81M | 0.02% | 0.14% | Not reported | Q3 2023 |
| Q3 2025 | |||||
| TSM | $1.83B | 11.38% | 0.03% | -6.8% | Q4 2022 |
| GOOGL | $1.56B | 9.68% | 0.05% | -6.0% | Q4 2022 |
| MSFT | $1.51B | 9.37% | 0.04% | -6.6% | Q4 2022 |
| AZO | $1.14B | 7.08% | 1.59% | -5.8% | Q4 2022 |
| MCO | $1.08B | 6.71% | 1.27% | -2.0% | Q4 2022 |
| ORCL | $964M | 6.00% | 0.12% | -4.5% | Q4 2022 |
| MA | $902M | 5.61% | 0.13% | -1.3% | Q4 2022 |
| CME | $694M | 4.32% | 0.77% | +1.2% | Q4 2022 |
| TJX | $627M | 3.90% | 0.39% | -7.5% | Q4 2022 |
| SHW | $570M | 3.55% | 0.66% | -2.1% | Q4 2022 |
| MSCI | $546M | 3.40% | 1.28% | +8.1% | Q4 2022 |
| OTIS | $413M | 2.57% | 1.15% | -2.6% | Q4 2022 |
| MTD | $397M | 2.47% | 1.58% | -3.2% | Q4 2022 |
| JNJ | $388M | 2.41% | 0.09% | -4.1% | Q4 2022 |
| CPRT | $347M | 2.16% | 0.80% | +20.5% | Q3 2024 |
| PEP | $341M | 2.12% | 0.18% | -3.9% | Q4 2022 |
| GGG | $323M | 2.01% | 2.29% | -2.8% | Q4 2022 |
| CARR | $317M | 1.97% | 0.62% | +0.3% | Q4 2022 |
| SPGI | $293M | 1.83% | 0.20% | -2.5% | Q1 2023 |
| HDB | $279M | 1.74% | 0.05% | +0.2% | Q4 2022 |
| UNH | $267M | 1.66% | 0.09% | -6.6% | Q4 2022 |
| LOW | $244M | 1.52% | 0.17% | -1.7% | Q4 2022 |
| ADI | $227M | 1.41% | 0.19% | -2.1% | Q4 2022 |
| HLT | $216M | 1.35% | 0.36% | -1.3% | Q2 2024 |
| CL | $128M | 0.80% | 0.20% | +27.4% | Q4 2022 |
| FDS | $120M | 0.75% | 1.11% | +10.3% | Q4 2022 |
| NKE | $115M | 0.71% | 0.10% | -2.4% | Q4 2022 |
 ADBE | $70.7M | 0.44% | 0.05% | -38.7% | Q4 2022 |
| FSS | $22.1M | 0.14% | 0.31% | -6.4% | Q2 2024 |
| WH | $16.7M | 0.10% | 0.27% | -49.3% | Q3 2023 |
| HLI | $15.3M | 0.10% | 12.67% | Not reported | Q2 2024 |
| MEDP | $15M | 0.09% | 0.10% | -19.6% | Q3 2023 |
| TREX | $12.4M | 0.08% | 0.22% | Not reported | Q3 2023 |
| DCI | $12.3M | 0.08% | 0.13% | Not reported | Q3 2023 |
| JBTM | $12.3M | 0.08% | 0.17% | Not reported | Q3 2023 |
| IPAR | $11.7M | 0.07% | 0.37% | +10.0% | Q3 2023 |
| SSD | $9.51M | 0.06% | 0.14% | -2.1% | Q3 2023 |
| EXPO | $9.12M | 0.06% | 0.26% | +7.0% | Q3 2023 |
| HAYW | $9M | 0.06% | 0.27% | +14.2% | Q2 2025 |
| JKHY | $8.97M | 0.06% | 0.08% | Not reported | Q1 2025 |
| WDFC | $8.62M | 0.05% | 0.32% | Not reported | Q3 2023 |
| FND | $8.28M | 0.05% | 0.10% | Not reported | Q3 2023 |
| POWI | $3.18M | 0.02% | 0.14% | Not reported | Q3 2023 |