Investor
PineStone Asset Management Inc.
CIK 0001904893 · filed 2026-05-01 · SEC filing
13F book
$14.2B
Positions
44
2 new · 1 sold
Largest name
12.6%
Taiwan Semiconductor Mfg Ltd
Est. mark
−$706M
Price effect on 42 names still held. Flow −$1.15B.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Ltd | — | 5.29M | $1.79B | 12.6% | $180.2M | Cut−$111M |
| Alphabet Inc | — | 5.17M | $1.49B | 10.5% | −$131.6M | Cut−$310.8M |
| Microsoft Corp | MSFT | 2.87M | $1.06B | 7.5% | −$325.2M | Cut−$356.8M |
| Moodys Corp | — | 2.35M | $1.03B | 7.2% | −$175.3M | Cut−$188.6M |
| Mastercard Inc | MA | 1.81M | $904.6M | 6.4% | −$120.9M | Added−$64.3M |
| Autozone Inc | AZO | 256.8K | $867.6M | 6.1% | −$3.52M | Cut−$45.3M |
| Cme Group Inc. | CME | 2.59M | $766.3M | 5.4% | $57.8M | Cut$52.6M |
| Tjx Cos Inc New | — | 3.91M | $624.2M | 4.4% | $23.8M | Cut−$25M |
| Sherwin Williams Co | SHW | 1.67M | $534.2M | 3.8% | −$5.8M | Cut−$22.9M |
| MSCI Inc. | MSCI | 976.8K | $526.5M | 3.7% | −$33.9M | Cut−$47.8M |
| Johnson & Johnson | JNJ | 1.79M | $437.2M | 3.1% | $67.1M | Cut$9.32M |
| Mettler Toledo International Inc/ | MTD | 322.8K | $407.1M | 2.9% | −$42.9M | Cut−$43.3M |
| Pepsico Inc | PEP | 2.39M | $370.4M | 2.6% | $28.1M | Cut$7.86M |
| CARRIER GLOBAL Corp | CARR | 6.57M | $370.1M | 2.6% | $22.8M | Cut−$7.87M |
| Otis Worldwide Corp | OTIS | 4.49M | $346.4M | 2.4% | −$46.2M | Cut−$62.4M |
| Amazon Com Inc | AMZN | 1.51M | $315.2M | 2.2% | −$24.1M | Added$69M |
| Graco Inc | GGG | 3.63M | $306.9M | 2.2% | $9.72M | Cut−$3.68M |
| Copart Inc | CPRT | 8.35M | $277.2M | 1.9% | −$49.7M | Cut−$56.2M |
| Analog Devices Inc | ADI | 824.5K | $262.3M | 1.8% | $38.7M | Cut$22.3M |
| S&P Global Inc. | SPGI | 532.4K | $226.5M | 1.6% | −$51.8M | Cut−$96.2M |
| Hilton Worldwide Hldgs Inc | — | 736.7K | $224M | 1.6% | $12.4M | Cut−$3.7M |
| Unitedhealth Group Inc | UNH | 808.9K | $218.9M | 1.5% | −$48.1M | Cut−$53.7M |
| Lowes Cos Inc | — | 866.1K | $204.6M | 1.4% | −$4.23M | Cut−$18.8M |
| Kla Corp | KLAC | 107K | $157.6M | 1.1% | — | New |
| Colgate Palmolive Co | CL | 1.55M | $132.2M | 0.9% | $9.63M | Cut$6.5M |
| Sunbelt Rentals Holdings, Inc. | SUNB | 1.47M | $95.8M | 0.7% | — | New |
| Hdfc Bank Ltd | HDB | 3.78M | $94.1M | 0.7% | −$44.1M | Cut−$209.8M |
| NIKE, Inc. | NKE | 1.76M | $93M | 0.7% | −$19.2M | Cut−$26M |
| Factset Resh Sys Inc | — | 387.8K | $84.1M | 0.6% | −$28.4M | Cut−$35.7M |
| Federal Signal Corp | — | 23.2K | $2.51M | 0.0% | −$10.4K | Cut−$17.6M |
| Houlihan Lokey, Inc. | HLI | 13.3K | $1.91M | 0.0% | −$406.4K | Cut−$11.1M |
| JBT MAREL Corp | JBTM | 12.9K | $1.65M | 0.0% | −$294.8K | Cut−$10.9M |
| Hayward Hldgs Inc | — | 103.2K | $1.38M | 0.0% | −$213.6K | Cut−$7.82M |
| Henry Jack & Assoc Inc | — | 8.6K | $1.36M | 0.0% | −$210.2K | Cut−$9.63M |
| Medpace Hldgs Inc | — | 2.64K | $1.27M | 0.0% | −$215.1K | Cut−$12.6M |
| Interparfums Inc | IPAR | 13.7K | $1.24M | 0.0% | $82.3K | Cut−$8.16M |
| DONALDSON Co INC | DCI | 14.2K | $1.21M | 0.0% | −$53.9K | Cut−$11.1M |
| Exponent Inc | EXPO | 17K | $1.11M | 0.0% | −$71.5K | Cut−$8.58M |
| Floor & Decor Hldgs Inc | — | 21.3K | $1.08M | 0.0% | −$214.9K | Cut−$6.88M |
| Wd 40 Co | WDFC | 5.24K | $1.07M | 0.0% | $36.9K | Cut−$7.52M |
| Wyndham Hotels & Resorts, Inc. | WH | 13.2K | $1.07M | 0.0% | $74.6K | Cut−$10.8M |
| Trex Co Inc | TREX | 19.9K | $723.6K | 0.0% | $26.6K | Cut−$7.11M |
| Simpson Mfg Inc | — | 3.51K | $602.4K | 0.0% | $35.6K | Cut−$7.41M |
| Power Integrations Inc | POWI | 8.5K | $435.2K | 0.0% | $133.1K | Cut−$2.38M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.