Filed: 5/12/2025ACC: 0001172661-25-001688
📋 What this filing means
PINESTONE ASSET MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $13.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$13.25B
Total AUM (reported)
66.73M
Total Shares
Allocation by class
COM$9.92B74.9%
SPONSORED ADS$1.39B10.5%
CAP STK CL A$1.01B7.6%
CL A$835.22M6.3%
CL B$91.31M0.7%
Portfolio Concentration
Top 3$3.26B24.6%
4–10$5.09B38.4%
11–25$4.33B32.7%
Rest$567.83M4.3%
Top 3 weight
24.6%
Top 10 weight
63.1%
Voting Authority Distribution
Total shares with voting rights: 66.73M
Sole
Full voting authority
66.73M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole45
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares6.79M
TypeSH
Market value$1.13B
8.50%
Sole
6.79M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.93M
TypeSH
Market value$1.10B
8.30%
Sole
2.93M
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares271.24K
TypeSH
Market value$1.03B
7.81%
Sole
271.24K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares6.53M
TypeSH
Market value$1.01B
7.63%
Sole
6.53M
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares2.10M
TypeSH
Market value$975.84M
7.37%
Sole
2.10M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.49M
TypeSH
Market value$814.98M
6.15%
Sole
1.49M
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares2.37M
TypeSH
Market value$627.46M
4.74%
Sole
2.37M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.12M
TypeSH
Market value$588.19M
4.44%
Sole
1.12M
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares4.52M
TypeSH
Market value$550.94M
4.16%
Sole
4.52M
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares1.50M
TypeSH
Market value$523.95M
3.96%
Sole
1.50M
Shared
0.00
None
0.00
MSCI INC
SOLEShares795.66K
TypeSH
Market value$449.94M
3.40%
Sole
795.66K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares4.10M
TypeSH
Market value$422.62M
3.19%
Sole
4.10M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares2.82M
TypeSH
Market value$394.38M
2.98%
Sole
2.82M
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares2.43M
TypeSH
Market value$363.88M
2.75%
Sole
2.43M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares2.06M
TypeSH
Market value$342.40M
2.58%
Sole
2.06M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares623.10K
TypeSH
Market value$316.60M
2.39%
Sole
623.10K
Shared
0.00
None
0.00
GRACO INC
SOLEShares3.58M
TypeSH
Market value$299.34M
2.26%
Sole
3.58M
Shared
0.00
None
0.00
CARRIER GLOBAL CORPORATION
SOLEShares4.70M
TypeSH
Market value$297.89M
2.25%
Sole
4.70M
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares235.61K
TypeSH
Market value$278.24M
2.10%
Sole
235.61K
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares3.97M
TypeSH
Market value$263.70M
1.99%
Sole
3.97M
Shared
0.00
None
0.00
COPART INC
SOLEShares4.10M
TypeSH
Market value$231.87M
1.75%
Sole
4.10M
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares921.06K
TypeSH
Market value$214.82M
1.62%
Sole
921.06K
Shared
0.00
None
0.00
FACTSET RESH SYS INC
SOLEShares349.58K
TypeSH
Market value$158.93M
1.20%
Sole
349.58K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares761K
TypeSH
Market value$153.47M
1.16%
Sole
761K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares606.04K
TypeSH
Market value$137.90M
1.04%
Sole
606.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 6.79M | SH | $1.13B 8.50% | 6.79M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.93M | SH | $1.10B 8.30% | 2.93M | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 271.24K | SH | $1.03B 7.81% | 271.24K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 6.53M | SH | $1.01B 7.63% | 6.53M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 2.10M | SH | $975.84M 7.37% | 2.10M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.49M | SH | $814.98M 6.15% | 1.49M | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 2.37M | SH | $627.46M 4.74% | 2.37M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.12M | SH | $588.19M 4.44% | 1.12M | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 4.52M | SH | $550.94M 4.16% | 4.52M | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 1.50M | SH | $523.95M 3.96% | 1.50M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 795.66K | SH | $449.94M 3.40% | 795.66K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 4.10M | SH | $422.62M 3.19% | 4.10M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 2.82M | SH | $394.38M 2.98% | 2.82M | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 2.43M | SH | $363.88M 2.75% | 2.43M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 2.06M | SH | $342.40M 2.58% | 2.06M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 623.10K | SH | $316.60M 2.39% | 623.10K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 3.58M | SH | $299.34M 2.26% | 3.58M | 0.00 | 0.00 |
CARRIER GLOBAL CORPORATIONSOLE | COM | 4.70M | SH | $297.89M 2.25% | 4.70M | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 235.61K | SH | $278.24M 2.10% | 235.61K | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 3.97M | SH | $263.70M 1.99% | 3.97M | 0.00 | 0.00 |
COPART INCSOLE | COM | 4.10M | SH | $231.87M 1.75% | 4.10M | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 921.06K | SH | $214.82M 1.62% | 921.06K | 0.00 | 0.00 |
FACTSET RESH SYS INCSOLE | COM | 349.58K | SH | $158.93M 1.20% | 349.58K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 761K | SH | $153.47M 1.16% | 761K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 606.04K | SH | $137.90M 1.04% | 606.04K | 0.00 | 0.00 |
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