PineStone Asset Management Inc.

$14.2B reported 13(f) long value · latest quarter 2026-06-30 · CIK 1904893 · EDGAR ↗
sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
$14.2B
ALL retained default holdings for this (filer, period), including NULL-value ones
44
positions with no comparable holding in the prior quarter (kind new), 2026-03-31
2
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
1
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §
Period
Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:17467 · issuer key iss:1751 SPONSORED ADSTRIM−$111M−958,066$1.9B$1.8B6,246,5455,288,479
position key pos:15142 · issuer key iss:89 CAP STK CL ATRIM−$311M−572,259$1.8B$1.5B5,747,0545,174,795
position key pos:11825 · issuer key iss:1225 COMTRIM−$357M−65,331$1.4B$1.1B2,931,5142,866,183
position key pos:16504 · issuer key iss:1251 COMTRIM−$189M−25,984$1.2B$1.0B2,375,7682,349,784
position key pos:14206 · issuer key iss:1193 CL AADD−$64.3M+113,250$969M$905M1,697,1911,810,441
position key pos:14497 · issuer key iss:197 COMTRIM−$45.3M−12,328$913M$868M269,173256,845
position key pos:15442 · issuer key iss:356 COMTRIM+$52.6M−18,828$714M$766M2,613,4392,594,611
position key pos:17899 · issuer key iss:1745 COMTRIM−$25.0M−317,984$649M$624M4,226,2943,908,310
position key pos:13768 · issuer key iss:1651 COMTRIM−$22.9M−52,627$557M$534M1,719,0201,666,393
position key pos:16004 · issuer key iss:1161 COMTRIM−$47.8M−24,168$574M$526M1,000,942976,774
position key pos:13599 · issuer key iss:1035 COMTRIM+$9.3M−278,997$428M$437M2,067,6671,788,670
position key pos:17837 · issuer key iss:1223 COMTRIM−$43.3M−290$450M$407M323,074322,784
position key pos:13833 · issuer key iss:1435 COMTRIM+$7.9M−140,821$363M$370M2,525,9482,385,127
position key pos:11584 · issuer key iss:403 COMTRIM−$7.9M−580,519$378M$370M7,153,4296,572,910
position key pos:14318 · issuer key iss:1382 COMTRIM−$62.4M−186,115$409M$346M4,679,9974,493,882
position key pos:14175 · issuer key iss:95 COMADD+$69.0M+446,600$246M$315M1,066,6001,513,200
position key pos:13699 · issuer key iss:841 COMTRIM−$3.7M−163,443$311M$307M3,788,9833,625,540
position key pos:10618 · issuer key iss:511 COMTRIM−$56.2M−167,147$333M$277M8,517,1548,350,007
position key pos:14307 · issuer key iss:127 COMTRIM+$22.3M−60,562$240M$262M885,076824,514
position key pos:15495 · issuer key iss:1590 COMTRIM−$96.2M−85,010$323M$226M617,388532,378
position key pos:11521 · issuer key iss:914 COMTRIM−$3.7M−56,030$228M$224M792,764736,734
position key pos:16115 · issuer key iss:1869 COMTRIM−$53.7M−16,832$273M$219M825,705808,873
position key pos:16172 · issuer key iss:1141 COMTRIM−$18.8M−60,280$223M$205M926,350866,070
position key pos:18187 · issuer key iss:1040 COM NEWNEW+$158M+107,040$0$158M—107,040
position key pos:10434 · issuer key iss:482 COMTRIM+$6.5M−39,600$126M$132M1,590,2891,550,689
position key pos:17783 · issuer key iss:1730 SHSNEW+$95.8M+1,472,137$0$95.8M—1,472,137
position key pos:10363 · issuer key iss:866 SPONSORED ADSTRIM−$210M−4,533,342$304M$94.1M8,315,7263,782,384
position key pos:13891 · issuer key iss:1313 CL BTRIM−$26.0M−106,400$119M$93.0M1,867,2351,760,835
position key pos:16294 · issuer key iss:721 COMTRIM−$35.7M−25,080$120M$84.1M412,864387,784
position key pos:15882 · issuer key iss:726 COMTRIM−$17.6M−162,298$20.1M$2.5M185,48423,186
position key pos:14976 · issuer key iss:921 CL ATRIM−$11.1M−61,201$13.0M$1.9M74,49513,294
position key pos:10973 · issuer key iss:1034 COMTRIM−$10.9M−70,500$12.6M$1.7M83,42912,929
position key pos:11608 · issuer key iss:889 COMTRIM−$7.8M−492,032$9.2M$1.4M595,200103,168
position key pos:13563 · issuer key iss:900 COMTRIM−$9.6M−51,600$11.0M$1.4M60,2008,600
position key pos:10679 · issuer key iss:1211 COMTRIM−$12.6M−22,060$13.9M$1.3M24,7002,640
position key pos:17218 · issuer key iss:984 COMTRIM−$8.2M−97,151$9.4M$1.2M110,85213,701
position key pos:13985 · issuer key iss:597 COMTRIM−$11.1M−125,133$12.4M$1.2M139,36114,228
position key pos:13125 · issuer key iss:708 COMTRIM−$8.6M−122,500$9.7M$1.1M139,49416,994
position key pos:13849 · issuer key iss:752 CL ATRIM−$6.9M−109,500$8.0M$1.1M130,80021,300
position key pos:14744 · issuer key iss:1934 COMTRIM−$7.5M−38,371$8.6M$1.1M43,6105,239
position key pos:15842 · issuer key iss:1991 COMTRIM−$10.8M−143,500$11.8M$1.1M156,65013,150
position key pos:17396 · issuer key iss:1819 COMTRIM−$7.1M−203,300$7.8M$724K223,16919,869
position key pos:10138 · issuer key iss:1663 COMTRIM−$7.4M−46,100$8.0M$602K49,6103,510
position key pos:13245 · issuer key cusip6:739276 COMTRIM−$2.4M−70,600$2.8M$435K79,1008,500
pos:16072EXIT‡e−$351M−1,800,309$351M$01,800,309—

Flags: no row carries a flag.

1–20 of the 45 changes on this page

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–44 of 44 positions · $14.2B disclosed value over 44 rows · 0 undisclosed-value rows
View
This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Positions PineStone Asset Management Inc. reported for the quarter ended 2026-03-31, as that filer reported them
This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filingShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0SharesWt
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.8B5,288,47912.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ALPHABET INC · CAP STK CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.5B5,174,79510.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MICROSOFT CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.1B2,866,1837.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MOODYS CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.0B2,349,7847.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MASTERCARD INCORPORATED · CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$905M1,810,4416.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AUTOZONE INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$868M256,8456.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CME GROUP INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$766M2,594,6115.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)TJX COS INC NEW · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$624M3,908,3104.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SHERWIN WILLIAMS CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$534M1,666,3933.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MSCI INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$526M976,7743.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)JOHNSON & JOHNSON · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$437M1,788,6703.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)METTLER TOLEDO INTERNATIONAL · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$407M322,7842.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PEPSICO INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$370M2,385,1272.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CARRIER GLOBAL CORPORATION · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$370M6,572,9102.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)OTIS WORLDWIDE CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$346M4,493,8822.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)AMAZON COM INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$315M1,513,2002.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)GRACO INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$307M3,625,5402.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)COPART INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$277M8,350,0071.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ANALOG DEVICES INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$262M824,5141.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)S&P GLOBAL INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$226M532,3781.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)HILTON WORLDWIDE HLDGS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$224M736,7341.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)UNITEDHEALTH GROUP INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$219M808,8731.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)LOWES COS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$205M866,0701.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)KLA CORP · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$158M107,0401.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)COLGATE PALMOLIVE CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$132M1,550,6890.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SUNBELT RENTALS HOLDINGS INC · SHS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$95.8M1,472,1370.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)HDFC BANK LTD · SPONSORED ADS CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$94.1M3,782,3840.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NIKE INC · CL B CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$93.0M1,760,8350.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)FACTSET RESH SYS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$84.1M387,7840.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)FEDERAL SIGNAL CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$2.5M23,1860.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)HOULIHAN LOKEY INC · CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.9M13,2940.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)JBT MAREL CORPORATION · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.7M12,9290.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)HAYWARD HLDGS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.4M103,1680.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)HENRY JACK & ASSOC INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.4M8,6000.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)MEDPACE HLDGS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.3M2,6400.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)INTERPARFUMS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.2M13,7010.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)DONALDSON INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.2M14,2280.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)EXPONENT INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.1M16,9940.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)FLOOR & DECOR HLDGS INC · CL A CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.1M21,3000.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)WD 40 CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.1M5,2390.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)WYNDHAM HOTELS & RESORTS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$1.1M13,1500.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)TREX INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$724K19,8690.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)SIMPSON MFG INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
$602K3,5100.0%
—POWER INTEGRATIONS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-05-01 +31d
ticker not yet mapped
$435K8,5000.0%

1–20 of 44 positions

Change kind and share change are in Position changes above; Congress overlap is planned.

1–44 of 44 positions · page 1 of 1
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median
Top-25 concentration
97.3%above median 80.0%
Concentration index
595 bpsabove median 446 bps
Positions with value
44 / 44median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 97.3% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 595 · QoQ moves: 45

Filing history

AVAILABLE QUARTERS
Available filing periods
PeriodSource
2026-03-31EDGAR ↗
2026-06-30EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open PineStone Asset Management Inc.'s 13F filings on SEC EDGAR ↗
Notes on this data

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).