Filed: 1/15/2026ACC: 0001172661-26-000201
📋 What this filing means
PINESTONE ASSET MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $16.09B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$16.09B
Total AUM (reported)
79.08M
Total Shares
Allocation by class
COM$10.98B68.2%
SPONSORED ADS$2.20B13.7%
CAP STK CL A$1.80B11.2%
CL A$989.83M6.2%
CL B$118.96M0.7%
Portfolio Concentration
Top 3$5.12B31.8%
4–10$5.59B34.7%
11–25$4.86B30.2%
Rest$522.66M3.2%
Top 3 weight
31.8%
Top 10 weight
66.5%
Voting Authority Distribution
Total shares with voting rights: 79.08M
Sole
Full voting authority
79.08M
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)
Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares6.25M
TypeSH
Market value$1.90B
11.80%
Sole
6.25M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.75M
TypeSH
Market value$1.80B
11.18%
Sole
5.75M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.93M
TypeSH
Market value$1.42B
8.81%
Sole
2.93M
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares2.38M
TypeSH
Market value$1.21B
7.54%
Sole
2.38M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.70M
TypeSH
Market value$968.89M
6.02%
Sole
1.70M
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares269.17K
TypeSH
Market value$912.90M
5.67%
Sole
269.17K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares2.61M
TypeSH
Market value$713.68M
4.44%
Sole
2.61M
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares4.23M
TypeSH
Market value$649.20M
4.04%
Sole
4.23M
Shared
0.00
None
0.00
MSCI INC
SOLEShares1M
TypeSH
Market value$574.27M
3.57%
Sole
1M
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares1.72M
TypeSH
Market value$557.01M
3.46%
Sole
1.72M
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares323.07K
TypeSH
Market value$450.43M
2.80%
Sole
323.07K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares2.07M
TypeSH
Market value$427.90M
2.66%
Sole
2.07M
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares4.68M
TypeSH
Market value$408.80M
2.54%
Sole
4.68M
Shared
0.00
None
0.00
CARRIER GLOBAL CORPORATION
SOLEShares7.15M
TypeSH
Market value$377.99M
2.35%
Sole
7.15M
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares2.53M
TypeSH
Market value$362.52M
2.25%
Sole
2.53M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares1.80M
TypeSH
Market value$350.90M
2.18%
Sole
1.80M
Shared
0.00
None
0.00
COPART INC
SOLEShares8.52M
TypeSH
Market value$333.45M
2.07%
Sole
8.52M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares617.39K
TypeSH
Market value$322.65M
2.01%
Sole
617.39K
Shared
0.00
None
0.00
GRACO INC
SOLEShares3.79M
TypeSH
Market value$310.58M
1.93%
Sole
3.79M
Shared
0.00
None
0.00
HDFC BANK LTD
SOLEShares8.32M
TypeSH
Market value$303.86M
1.89%
Sole
8.32M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares825.71K
TypeSH
Market value$272.57M
1.69%
Sole
825.71K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.07M
TypeSH
Market value$246.19M
1.53%
Sole
1.07M
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares885.08K
TypeSH
Market value$240.03M
1.49%
Sole
885.08K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares792.76K
TypeSH
Market value$227.72M
1.42%
Sole
792.76K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares926.35K
TypeSH
Market value$223.40M
1.39%
Sole
926.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 6.25M | SH | $1.90B 11.80% | 6.25M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.75M | SH | $1.80B 11.18% | 5.75M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.93M | SH | $1.42B 8.81% | 2.93M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 2.38M | SH | $1.21B 7.54% | 2.38M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.70M | SH | $968.89M 6.02% | 1.70M | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 269.17K | SH | $912.90M 5.67% | 269.17K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 2.61M | SH | $713.68M 4.44% | 2.61M | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 4.23M | SH | $649.20M 4.04% | 4.23M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 1M | SH | $574.27M 3.57% | 1M | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 1.72M | SH | $557.01M 3.46% | 1.72M | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 323.07K | SH | $450.43M 2.80% | 323.07K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 2.07M | SH | $427.90M 2.66% | 2.07M | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 4.68M | SH | $408.80M 2.54% | 4.68M | 0.00 | 0.00 |
CARRIER GLOBAL CORPORATIONSOLE | COM | 7.15M | SH | $377.99M 2.35% | 7.15M | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 2.53M | SH | $362.52M 2.25% | 2.53M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 1.80M | SH | $350.90M 2.18% | 1.80M | 0.00 | 0.00 |
COPART INCSOLE | COM | 8.52M | SH | $333.45M 2.07% | 8.52M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 617.39K | SH | $322.65M 2.01% | 617.39K | 0.00 | 0.00 |
GRACO INCSOLE | COM | 3.79M | SH | $310.58M 1.93% | 3.79M | 0.00 | 0.00 |
HDFC BANK LTDSOLE | SPONSORED ADS | 8.32M | SH | $303.86M 1.89% | 8.32M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 825.71K | SH | $272.57M 1.69% | 825.71K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.07M | SH | $246.19M 1.53% | 1.07M | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 885.08K | SH | $240.03M 1.49% | 885.08K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 792.76K | SH | $227.72M 1.42% | 792.76K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 926.35K | SH | $223.40M 1.39% | 926.35K | 0.00 | 0.00 |
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