PineStone Asset Management as of March 31, 2025
Portfolio Holdings for PineStone Asset Management
PineStone Asset Management holds 45 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 8.5 | $1.1B | 6.8M | 166.00 | |
| Microsoft Corporation (MSFT) | 8.3 | $1.1B | 2.9M | 375.39 | |
| AutoZone (AZO) | 7.8 | $1.0B | 271k | 3812.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.6 | $1.0B | 6.5M | 154.64 | |
| Moody's Corporation (MCO) | 7.4 | $976M | 2.1M | 465.69 | |
| Mastercard Incorporated Cl A (MA) | 6.2 | $815M | 1.5M | 548.12 | |
| Cme (CME) | 4.7 | $628M | 2.4M | 265.29 | |
| UnitedHealth (UNH) | 4.4 | $588M | 1.1M | 523.75 | |
| TJX Companies (TJX) | 4.2 | $551M | 4.5M | 121.80 | |
| Sherwin-Williams Company (SHW) | 4.0 | $524M | 1.5M | 349.19 | |
| Msci (MSCI) | 3.4 | $450M | 796k | 565.50 | |
| Otis Worldwide Corp (OTIS) | 3.2 | $423M | 4.1M | 103.20 | |
| Oracle Corporation (ORCL) | 3.0 | $394M | 2.8M | 139.81 | |
| Pepsi (PEP) | 2.7 | $364M | 2.4M | 149.94 | |
| Johnson & Johnson (JNJ) | 2.6 | $342M | 2.1M | 165.84 | |
| S&p Global (SPGI) | 2.4 | $317M | 623k | 508.10 | |
| Gra (GGG) | 2.3 | $299M | 3.6M | 83.51 | |
| Carrier Global Corporation (CARR) | 2.2 | $298M | 4.7M | 63.40 | |
| Mettler-Toledo International (MTD) | 2.1 | $278M | 236k | 1180.91 | |
| Hdfc Bank Sponsored Ads (HDB) | 2.0 | $264M | 4.0M | 66.44 | |
| Copart (CPRT) | 1.8 | $232M | 4.1M | 56.59 | |
| Lowe's Companies (LOW) | 1.6 | $215M | 921k | 233.23 | |
| FactSet Research Systems (FDS) | 1.2 | $159M | 350k | 454.64 | |
| Analog Devices (ADI) | 1.2 | $154M | 761k | 201.67 | |
| Hilton Worldwide Holdings (HLT) | 1.0 | $138M | 606k | 227.55 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $111M | 289k | 383.53 | |
| Colgate-Palmolive Company (CL) | 0.8 | $109M | 1.2M | 93.70 | |
| Becton, Dickinson and (BDX) | 0.7 | $93M | 404k | 229.06 | |
| Nike CL B (NKE) | 0.7 | $91M | 1.4M | 63.48 | |
| Wyndham Hotels And Resorts (WH) | 0.1 | $18M | 203k | 90.51 | |
| Federal Signal Corporation (FSS) | 0.1 | $13M | 175k | 73.55 | |
| Inter Parfums (IPAR) | 0.1 | $13M | 110k | 113.87 | |
| Donaldson Company (DCI) | 0.1 | $12M | 176k | 67.06 | |
| Trex Company (TREX) | 0.1 | $12M | 200k | 58.10 | |
| Houlihan Lokey Cl A (HLI) | 0.1 | $11M | 69k | 161.50 | |
| John Bean Technologies Corporation (JBTM) | 0.1 | $11M | 92k | 122.20 | |
| Medpace Hldgs (MEDP) | 0.1 | $11M | 36k | 304.69 | |
| WD-40 Company (WDFC) | 0.1 | $9.9M | 41k | 244.00 | |
| Bruker Corporation (BRKR) | 0.1 | $9.9M | 238k | 41.74 | |
| Simpson Manufacturing (SSD) | 0.1 | $9.5M | 60k | 157.08 | |
| Exponent (EXPO) | 0.1 | $9.3M | 115k | 81.06 | |
| Floor & Decor Hldgs Cl A (FND) | 0.1 | $9.0M | 112k | 80.47 | |
| Jack Henry & Associates (JKHY) | 0.1 | $8.0M | 44k | 182.60 | |
| Power Integrations (POWI) | 0.0 | $4.0M | 79k | 50.50 | |
| Middleby Corporation (MIDD) | 0.0 | $3.8M | 25k | 151.98 |
