PineStone Asset Management Inc. Q4 2025 Filing
Filed January 15, 2026
Portfolio Value
$16.1B
Holdings
43
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 6,246,545 | $1.9B | 11.80% | |
| 2 | GOOGLALPHABET INC | 5,747,054 | $1.8B | 11.18% | |
| 3 | MSFTMICROSOFT CORP | 2,931,514 | $1.4B | 8.81% | |
| 4 | MCOMOODYS CORP | 2,375,768 | $1.2B | 7.54% | |
| 5 | MAMASTERCARD INCORPORATED | 1,697,191 | $968.9M | 6.02% | |
| 6 | AZOAUTOZONE INC | 269,173 | $912.9M | 5.67% | |
| 7 | CMECME GROUP INC | 2,613,439 | $713.7M | 4.44% | |
| 8 | TJXTJX COS INC NEW | 4,226,294 | $649.2M | 4.04% | |
| 9 | MSCIMSCI INC | 1,000,942 | $574.3M | 3.57% | |
| 10 | SHWSHERWIN WILLIAMS CO | 1,719,020 | $557.0M | 3.46% | |
| 11 | MTDMETTLER TOLEDO INTERNATIONAL | 323,074 | $450.4M | 2.80% | |
| 12 | JNJJOHNSON & JOHNSON | 2,067,667 | $427.9M | 2.66% | |
| 13 | OTISOTIS WORLDWIDE CORP | 4,679,997 | $408.8M | 2.54% | |
| 14 | CARRCARRIER GLOBAL CORPORATION | 7,153,429 | $378.0M | 2.35% | |
| 15 | PEPPEPSICO INC | 2,525,948 | $362.5M | 2.25% | |
| 16 | ORCLORACLE CORP | 1,800,309 | $350.9M | 2.18% | |
| 17 | CPRTCOPART INC | 8,517,154 | $333.4M | 2.07% | |
| 18 | SPGIS&P GLOBAL INC | 617,388 | $322.6M | 2.01% | |
| 19 | GGGGRACO INC | 3,788,983 | $310.6M | 1.93% | |
| 20 | HDBHDFC BANK LTD | 8,315,726 | $303.9M | 1.89% | |
| 21 | UNHUNITEDHEALTH GROUP INC | 825,705 | $272.6M | 1.69% | |
| 22 | AMZNAMAZON COM INC | 1,066,600 | $246.2M | 1.53% | |
| 23 | ADIANALOG DEVICES INC | 885,076 | $240.0M | 1.49% | |
| 24 | HLTHILTON WORLDWIDE HLDGS INC | 792,764 | $227.7M | 1.42% | |
| 25 | LOWLOWES COS INC | 926,350 | $223.4M | 1.39% | |
| 26 | CLCOLGATE PALMOLIVE CO | 1,590,289 | $125.7M | 0.78% | |
| 27 | FDSFACTSET RESH SYS INC | 412,864 | $119.8M | 0.74% | |
| 28 | NKENIKE INC | 1,867,235 | $119.0M | 0.74% | |
| 29 | FSSFEDERAL SIGNAL CORP | 185,484 | $20.1M | 0.13% | |
| 30 | MEDPMEDPACE HLDGS INC | 24,700 | $13.9M | 0.09% | |
| 31 | HLIHOULIHAN LOKEY INC | 74,495 | $13.0M | 0.08% | |
| 32 | JBTJBT MAREL CORPORATION | 83,429 | $12.6M | 0.08% | |
| 33 | DCIDONALDSON INC | 139,361 | $12.4M | 0.08% | |
| 34 | WHWYNDHAM HOTELS & RESORTS INC | 156,650 | $11.8M | 0.07% | |
| 35 | JKHYHENRY JACK & ASSOC INC | 60,200 | $11.0M | 0.07% | |
| 36 | EXPOEXPONENT INC | 139,494 | $9.7M | 0.06% | |
| 37 | IPARINTERPARFUMS INC | 110,852 | $9.4M | 0.06% | |
| 38 | HAYWHAYWARD HLDGS INC | 595,200 | $9.2M | 0.06% | |
| 39 | WDFCWD 40 CO | 43,610 | $8.6M | 0.05% | |
| 40 | SSDSIMPSON MFG INC | 49,610 | $8.0M | 0.05% | |
| 41 | FNDFLOOR & DECOR HLDGS INC | 130,800 | $8.0M | 0.05% | |
| 42 | TREXTREX CO INC | 223,169 | $7.8M | 0.05% | |
| 43 | PWIPOWER INTEGRATIONS INC | 79,100 | $2.8M | 0.02% |