Filed: 7/13/2026ACC: 0001172661-26-002596
📋 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 $16.19B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$16.19B
Total AUM (reported)
69.85M
Total Shares
Allocation by class
COM$9.80B60.5%
SPONSORED ADS$2.48B15.3%
CAP STK CL A$1.65B10.2%
CL A$942.95M5.8%
COM NEW$654.62M4.0%
SHS$399.47M2.5%
SHS CL A$265.12M1.6%
Portfolio Concentration
Top 3$5.05B31.2%
4–10$5.17B31.9%
11–25$5.32B32.8%
Rest$649.44M4.0%
Top 3 weight
31.2%
Top 10 weight
63.1%
Voting Authority Distribution
Total shares with voting rights: 69.85M
Sole
Full voting authority
69.85M
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
SOLEShares4.96M
TypeSH
Market value$2.37B
14.63%
Sole
4.96M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares4.61M
TypeSH
Market value$1.65B
10.17%
Sole
4.61M
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares2.28M
TypeSH
Market value$1.03B
6.39%
Sole
2.28M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares2.59M
TypeSH
Market value$964.89M
5.96%
Sole
2.59M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares1.83M
TypeSH
Market value$940.92M
5.81%
Sole
1.83M
Shared
0.00
None
0.00
AUTOZONE INC
SOLEShares244.26K
TypeSH
Market value$780.64M
4.82%
Sole
244.26K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.78M
TypeSH
Market value$662.30M
4.09%
Sole
2.78M
Shared
0.00
None
0.00
KLA CORP
SOLEShares2.17M
TypeSH
Market value$654.62M
4.04%
Sole
2.17M
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares2.72M
TypeSH
Market value$600.51M
3.71%
Sole
2.72M
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares3.75M
TypeSH
Market value$568.78M
3.51%
Sole
3.75M
Shared
0.00
None
0.00
SHERWIN WILLIAMS CO
SOLEShares1.56M
TypeSH
Market value$538.73M
3.33%
Sole
1.56M
Shared
0.00
None
0.00
MSCI INC
SOLEShares943.55K
TypeSH
Market value$528.43M
3.26%
Sole
943.55K
Shared
0.00
None
0.00
CARRIER GLOBAL CORPORATION
SOLEShares6.33M
TypeSH
Market value$464.56M
2.87%
Sole
6.33M
Shared
0.00
None
0.00
JOHNSON & JOHNSON
SOLEShares1.73M
TypeSH
Market value$440.34M
2.72%
Sole
1.73M
Shared
0.00
None
0.00
METTLER TOLEDO INTERNATIONAL
SOLEShares326.12K
TypeSH
Market value$416.62M
2.57%
Sole
326.12K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares769.78K
TypeSH
Market value$399.47M
2.47%
Sole
769.78K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares883.99K
TypeSH
Market value$351.10M
2.17%
Sole
883.99K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares807.52K
TypeSH
Market value$335.63M
2.07%
Sole
807.52K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares4.29M
TypeSH
Market value$307.20M
1.90%
Sole
4.29M
Shared
0.00
None
0.00
PEPSICO INC
SOLEShares2.18M
TypeSH
Market value$295.50M
1.83%
Sole
2.18M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares661.23K
TypeSH
Market value$269.29M
1.66%
Sole
661.23K
Shared
0.00
None
0.00
AON PLC
SOLEShares799.29K
TypeSH
Market value$265.12M
1.64%
Sole
799.29K
Shared
0.00
None
0.00
CANADIAN NATL RY CO
SOLEShares2.03M
TypeSH
Market value$242.58M
1.50%
Sole
2.03M
Shared
0.00
None
0.00
GRACO INC
SOLEShares3.19M
TypeSH
Market value$240.88M
1.49%
Sole
3.19M
Shared
0.00
None
0.00
COPART INC
SOLEShares7.91M
TypeSH
Market value$223.09M
1.38%
Sole
7.91M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 4.96M | SH | $2.37B 14.63% | 4.96M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 4.61M | SH | $1.65B 10.17% | 4.61M | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 2.28M | SH | $1.03B 6.39% | 2.28M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 2.59M | SH | $964.89M 5.96% | 2.59M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 1.83M | SH | $940.92M 5.81% | 1.83M | 0.00 | 0.00 |
AUTOZONE INCSOLE | COM | 244.26K | SH | $780.64M 4.82% | 244.26K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.78M | SH | $662.30M 4.09% | 2.78M | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 2.17M | SH | $654.62M 4.04% | 2.17M | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 2.72M | SH | $600.51M 3.71% | 2.72M | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 3.75M | SH | $568.78M 3.51% | 3.75M | 0.00 | 0.00 |
SHERWIN WILLIAMS COSOLE | COM | 1.56M | SH | $538.73M 3.33% | 1.56M | 0.00 | 0.00 |
MSCI INCSOLE | COM | 943.55K | SH | $528.43M 3.26% | 943.55K | 0.00 | 0.00 |
CARRIER GLOBAL CORPORATIONSOLE | COM | 6.33M | SH | $464.56M 2.87% | 6.33M | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 1.73M | SH | $440.34M 2.72% | 1.73M | 0.00 | 0.00 |
METTLER TOLEDO INTERNATIONALSOLE | COM | 326.12K | SH | $416.62M 2.57% | 326.12K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 769.78K | SH | $399.47M 2.47% | 769.78K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 883.99K | SH | $351.10M 2.17% | 883.99K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 807.52K | SH | $335.63M 2.07% | 807.52K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 4.29M | SH | $307.20M 1.90% | 4.29M | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 2.18M | SH | $295.50M 1.83% | 2.18M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 661.23K | SH | $269.29M 1.66% | 661.23K | 0.00 | 0.00 |
AON PLCSOLE | SHS CL A | 799.29K | SH | $265.12M 1.64% | 799.29K | 0.00 | 0.00 |
CANADIAN NATL RY COSOLE | COM | 2.03M | SH | $242.58M 1.50% | 2.03M | 0.00 | 0.00 |
GRACO INCSOLE | COM | 3.19M | SH | $240.88M 1.49% | 3.19M | 0.00 | 0.00 |
COPART INCSOLE | COM | 7.91M | SH | $223.09M 1.38% | 7.91M | 0.00 | 0.00 |
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