PineStone Asset Management as of March 31, 2026
Portfolio Holdings for PineStone Asset Management
PineStone Asset Management holds 44 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 12.6 | $1.8B | 5.3M | 338.01 | |
| Alphabet Cap Stk Cl A (GOOGL) | 10.5 | $1.5B | 5.2M | 287.56 | |
| Microsoft Corporation (MSFT) | 7.5 | $1.1B | 2.9M | 370.17 | |
| Moody's Corporation (MCO) | 7.2 | $1.0B | 2.3M | 436.25 | |
| Mastercard Incorporated Cl A (MA) | 6.4 | $905M | 1.8M | 499.66 | |
| AutoZone (AZO) | 6.1 | $868M | 257k | 3377.78 | |
| Cme (CME) | 5.4 | $766M | 2.6M | 295.35 | |
| TJX Companies (TJX) | 4.4 | $624M | 3.9M | 159.70 | |
| Sherwin-Williams Company (SHW) | 3.8 | $534M | 1.7M | 320.55 | |
| Msci (MSCI) | 3.7 | $527M | 977k | 539.01 | |
| Johnson & Johnson (JNJ) | 3.1 | $437M | 1.8M | 244.44 | |
| Mettler-Toledo International (MTD) | 2.9 | $407M | 323k | 1261.20 | |
| Pepsi (PEP) | 2.6 | $370M | 2.4M | 155.29 | |
| Carrier Global Corporation (CARR) | 2.6 | $370M | 6.6M | 56.31 | |
| Otis Worldwide Corp (OTIS) | 2.4 | $346M | 4.5M | 77.08 | |
| Amazon (AMZN) | 2.2 | $315M | 1.5M | 208.27 | |
| Gra (GGG) | 2.2 | $307M | 3.6M | 84.65 | |
| Copart (CPRT) | 1.9 | $277M | 8.4M | 33.20 | |
| Analog Devices (ADI) | 1.8 | $262M | 825k | 318.14 | |
| S&p Global (SPGI) | 1.6 | $227M | 532k | 425.36 | |
| Hilton Worldwide Holdings (HLT) | 1.6 | $224M | 737k | 304.08 | |
| UnitedHealth (UNH) | 1.5 | $219M | 809k | 270.59 | |
| Lowe's Companies (LOW) | 1.4 | $205M | 866k | 236.28 | |
| Kla Corp Com New (KLAC) | 1.1 | $158M | 107k | 1472.41 | |
| Colgate-Palmolive Company (CL) | 0.9 | $132M | 1.6M | 85.23 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 0.7 | $96M | 1.5M | 65.09 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.7 | $94M | 3.8M | 24.88 | |
| Nike CL B (NKE) | 0.7 | $93M | 1.8M | 52.82 | |
| FactSet Research Systems (FDS) | 0.6 | $84M | 388k | 216.99 | |
| Federal Signal Corporation (FSS) | 0.0 | $2.5M | 23k | 108.14 | |
| Houlihan Lokey Cl A (HLI) | 0.0 | $1.9M | 13k | 143.62 | |
| John Bean Technologies Corporation (JBTM) | 0.0 | $1.7M | 13k | 127.87 | |
| Hayward Hldgs (HAYW) | 0.0 | $1.4M | 103k | 13.38 | |
| Jack Henry & Associates (JKHY) | 0.0 | $1.4M | 8.6k | 158.04 | |
| Medpace Hldgs (MEDP) | 0.0 | $1.3M | 2.6k | 480.19 | |
| Inter Parfums (IPAR) | 0.0 | $1.2M | 14k | 90.84 | |
| Donaldson Company (DCI) | 0.0 | $1.2M | 14k | 84.87 | |
| Exponent (EXPO) | 0.0 | $1.1M | 17k | 65.25 | |
| Floor & Decor Hldgs Cl A (FND) | 0.0 | $1.1M | 21k | 50.80 | |
| WD-40 Company (WDFC) | 0.0 | $1.1M | 5.2k | 203.94 | |
| Wyndham Hotels And Resorts (WH) | 0.0 | $1.1M | 13k | 81.23 | |
| Trex Company (TREX) | 0.0 | $724k | 20k | 36.42 | |
| Simpson Manufacturing (SSD) | 0.0 | $602k | 3.5k | 171.62 | |
| Power Integrations (POWI) | 0.0 | $435k | 8.5k | 51.20 |
