Filed: 5/1/2026ACC: 0001172661-26-001582
📋 What this filing means
PINESTONE ASSET MANAGEMENT INC. filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $14.23B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$14.23B
Total AUM (reported)
69.05M
Total Shares
Allocation by class
COM$9.60B67.5%
SPONSORED ADS$1.88B13.2%
CAP STK CL A$1.49B10.5%
CL A$907.60M6.4%
COM NEW$157.61M1.1%
SHS$95.82M0.7%
CL B$93.01M0.7%
Portfolio Concentration
Top 3$4.34B30.5%
4–10$5.25B36.9%
11–25$4.26B29.9%
Rest$385.70M2.7%
Top 3 weight
30.5%
Top 10 weight
67.4%
Voting Authority Distribution
Total shares with voting rights: 69.05M
Sole
Full voting authority
69.05M
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)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares5.29M
TypeSH
Market value$1.79B
12.56%
Sole
5.29M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares5.17M
TypeSH
Market value$1.49B
10.46%
Sole
5.17M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.87M
TypeSH
Market value$1.06B
7.46%
Sole
2.87M
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares2.35M
TypeSH
Market value$1.03B
7.21%
Sole
2.35M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.81M
TypeSH
Market value$904.60M
6.36%
Sole
1.81M
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares256.85K
TypeSH
Market value$867.57M
6.10%
Sole
256.85K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares2.59M
TypeSH
Market value$766.32M
5.39%
Sole
2.59M
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares3.91M
TypeSH
Market value$624.16M
4.39%
Sole
3.91M
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares1.67M
TypeSH
Market value$534.16M
3.75%
Sole
1.67M
Shared
0.00
None
0.00
MSCI INC
SOLEShares976.77K
TypeSH
Market value$526.49M
3.70%
Sole
976.77K
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares1.79M
TypeSH
Market value$437.22M
3.07%
Sole
1.79M
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares322.78K
TypeSH
Market value$407.10M
2.86%
Sole
322.78K
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares2.39M
TypeSH
Market value$370.39M
2.60%
Sole
2.39M
Shared
0.00
None
0.00
CARRIER GLOBAL CORPORATION
SOLEShares6.57M
TypeSH
Market value$370.12M
2.60%
Sole
6.57M
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares4.49M
TypeSH
Market value$346.39M
2.43%
Sole
4.49M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.51M
TypeSH
Market value$315.15M
2.22%
Sole
1.51M
Shared
0.00
None
0.00
GRACO INC
SOLEShares3.63M
TypeSH
Market value$306.90M
2.16%
Sole
3.63M
Shared
0.00
None
0.00
COPART INC
SOLEShares8.35M
TypeSH
Market value$277.22M
1.95%
Sole
8.35M
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares824.51K
TypeSH
Market value$262.31M
1.84%
Sole
824.51K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares532.38K
TypeSH
Market value$226.45M
1.59%
Sole
532.38K
Shared
0.00
None
0.00
HILTON WORLDWIDE HLDGS INC
SOLEShares736.73K
TypeSH
Market value$224.03M
1.57%
Sole
736.73K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares808.87K
TypeSH
Market value$218.87M
1.54%
Sole
808.87K
Shared
0.00
None
0.00
LOWES COS INC
SOLEShares866.07K
TypeSH
Market value$204.64M
1.44%
Sole
866.07K
Shared
0.00
None
0.00
KLA CORP
SOLEShares107.04K
TypeSH
Market value$157.61M
1.11%
Sole
107.04K
Shared
0.00
None
0.00
COLGATE PALMOLIVE CO
SOLEShares1.55M
TypeSH
Market value$132.17M
0.93%
Sole
1.55M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 5.29M | SH | $1.79B 12.56% | 5.29M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 5.17M | SH | $1.49B 10.46% | 5.17M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.87M | SH | $1.06B 7.46% | 2.87M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 2.35M | SH | $1.03B 7.21% | 2.35M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.81M | SH | $904.60M 6.36% | 1.81M | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 256.85K | SH | $867.57M 6.10% | 256.85K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 2.59M | SH | $766.32M 5.39% | 2.59M | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 3.91M | SH | $624.16M 4.39% | 3.91M | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 1.67M | SH | $534.16M 3.75% | 1.67M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 976.77K | SH | $526.49M 3.70% | 976.77K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.79M | SH | $437.22M 3.07% | 1.79M | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 322.78K | SH | $407.10M 2.86% | 322.78K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 2.39M | SH | $370.39M 2.60% | 2.39M | 0.00 | 0.00 |
CARRIER GLOBAL CORPORATIONSOLE | COM | 6.57M | SH | $370.12M 2.60% | 6.57M | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 4.49M | SH | $346.39M 2.43% | 4.49M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.51M | SH | $315.15M 2.22% | 1.51M | 0.00 | 0.00 |
GRACO INCSOLE | COM | 3.63M | SH | $306.90M 2.16% | 3.63M | 0.00 | 0.00 |
COPART INCSOLE | COM | 8.35M | SH | $277.22M 1.95% | 8.35M | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 824.51K | SH | $262.31M 1.84% | 824.51K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 532.38K | SH | $226.45M 1.59% | 532.38K | 0.00 | 0.00 |
HILTON WORLDWIDE HLDGS INCSOLE | COM | 736.73K | SH | $224.03M 1.57% | 736.73K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 808.87K | SH | $218.87M 1.54% | 808.87K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 866.07K | SH | $204.64M 1.44% | 866.07K | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 107.04K | SH | $157.61M 1.11% | 107.04K | 0.00 | 0.00 |
COLGATE PALMOLIVE COSOLE | COM | 1.55M | SH | $132.17M 0.93% | 1.55M | 0.00 | 0.00 |
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