PineStone Asset Management Inc. Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$13.2T
Holdings
45
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,785,321 | $1.1T | 8.50% | |
| 2 | MSFTMICROSOFT CORP | 2,929,471 | $1.1T | 8.30% | |
| 3 | AZOAUTOZONE INC | 271,237 | $1.0T | 7.81% | |
| 4 | GOOGLALPHABET INC | 6,533,632 | $1.0T | 7.63% | |
| 5 | MCOMOODYS CORP | 2,095,469 | $975.8B | 7.37% | |
| 6 | MAMASTERCARD INCORPORATED | 1,486,860 | $815.0B | 6.15% | |
| 7 | CMECME GROUP INC | 2,365,185 | $627.5B | 4.74% | |
| 8 | UNHUNITEDHEALTH GROUP INC | 1,123,029 | $588.2B | 4.44% | |
| 9 | TJXTJX COS INC NEW | 4,523,338 | $550.9B | 4.16% | |
| 10 | SHWSHERWIN WILLIAMS CO | 1,500,484 | $524.0B | 3.96% | |
| 11 | MSCIMSCI INC | 795,657 | $449.9B | 3.40% | |
| 12 | OTISOTIS WORLDWIDE CORP | 4,095,132 | $422.6B | 3.19% | |
| 13 | ORCLORACLE CORP | 2,820,855 | $394.4B | 2.98% | |
| 14 | PEPPEPSICO INC | 2,426,833 | $363.9B | 2.75% | |
| 15 | JNJJOHNSON & JOHNSON | 2,064,633 | $342.4B | 2.58% | |
| 16 | SPGIS&P GLOBAL INC | 623,103 | $316.6B | 2.39% | |
| 17 | GGGGRACO INC | 3,584,495 | $299.3B | 2.26% | |
| 18 | CARRCARRIER GLOBAL CORPORATION | 4,698,516 | $297.9B | 2.25% | |
| 19 | MTDMETTLER TOLEDO INTERNATIONAL | 235,612 | $278.2B | 2.10% | |
| 20 | HDBHDFC BANK LTD | 3,969,039 | $263.7B | 1.99% | |
| 21 | CPRTCOPART INC | 4,097,404 | $231.9B | 1.75% | |
| 22 | LOWLOWES COS INC | 921,059 | $214.8B | 1.62% | |
| 23 | FDSFACTSET RESH SYS INC | 349,578 | $158.9B | 1.20% | |
| 24 | ADIANALOG DEVICES INC | 760,999 | $153.5B | 1.16% | |
| 25 | HLTHILTON WORLDWIDE HLDGS INC | 606,042 | $137.9B | 1.04% | |
| 26 | ADBEADOBE INC | 288,938 | $110.8B | 0.84% | |
| 27 | CLCOLGATE PALMOLIVE CO | 1,165,077 | $109.2B | 0.82% | |
| 28 | BDXBECTON DICKINSON & CO | 403,744 | $92.5B | 0.70% | |
| 29 | NKENIKE INC | 1,438,345 | $91.3B | 0.69% | |
| 30 | WHWYNDHAM HOTELS & RESORTS INC | 202,750 | $18.4B | 0.14% | |
| 31 | FSSFEDERAL SIGNAL CORP | 174,884 | $12.9B | 0.10% | |
| 32 | IPARINTERPARFUMS INC | 110,084 | $12.5B | 0.09% | |
| 33 | DCIDONALDSON INC | 175,461 | $11.8B | 0.09% | |
| 34 | TREXTREX CO INC | 199,769 | $11.6B | 0.09% | |
| 35 | HLIHOULIHAN LOKEY INC | 69,395 | $11.2B | 0.08% | |
| 36 | JBTJBT MAREL CORPORATION | 91,629 | $11.2B | 0.08% | |
| 37 | MEDPMEDPACE HLDGS INC | 36,300 | $11.1B | 0.08% | |
| 38 | WDFCWD 40 CO | 40,700 | $9.9B | 0.07% | |
| 39 | BRKRBRUKER CORP | 237,576 | $9.9B | 0.07% | |
| 40 | SSDSIMPSON MFG INC | 60,300 | $9.5B | 0.07% | |
| 41 | EXPOEXPONENT INC | 115,094 | $9.3B | 0.07% | |
| 42 | FNDFLOOR & DECOR HLDGS INC | 112,300 | $9.0B | 0.07% | |
| 43 | JKHYHENRY JACK & ASSOC INC | 43,800 | $8.0B | 0.06% | |
| 44 | PWIPOWER INTEGRATIONS INC | 79,100 | $4.0B | 0.03% | |
| 45 | MIDDMIDDLEBY CORP | 24,941 | $3.8B | 0.03% |