PA

PineStone Asset Management Inc.

13F
PineStone Asset Management Inc.
Last update 2025-07-16 44 Stocks (1 new)
Value $15.46 Bil Turnover 9 %
Countries:
Top Holdings: TSM(10.30%)MSFT(10.02%)GOOGL(7.76%)MCO(7.50%)AZO(6.77%)
Summary Stock Picks Current Portfolio
PineStone Asset Management Inc... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
7,025,731
1,591,257.8
+3.54%
10.300
+0.35%
0.140
+52.83%
+22.59%
1,246,476.4
Semiconductors
MSFT
Microsoft Corp
3,111,958
1,547,919.0
+6.23%
10.020
+0.59%
0.040
+35.37%
+20.48%
3,759,901.0
Software
GOOGL
Alphabet Inc
6,807,110
1,199,617.0
+4.19%
7.760
+0.31%
0.060
+22.60%
+0.73%
2,312,572.8
Interactive Media
MCO
Moodys Corp
2,311,020
1,159,184.5
+10.29%
7.500
+0.70%
1.280
+18.13%
+7.70%
91,386.8
Capital Markets
AZO
AutoZone Inc
281,693
1,045,709.2
+3.85%
6.770
+0.25%
1.680
+3.26%
+17.78%
63,087.2
Vehicles & Parts
MA
Mastercard Inc
1,607,207
903,153.9
+8.09%
5.840
+0.44%
0.180
+6.20%
+7.22%
510,423.9
Credit Services
ORCL
Oracle Corp
3,590,801
785,056.8
+27.29%
5.080
+1.09%
0.130
+84.49%
+46.35%
679,456.7
Software
CME
CME Group Inc
2,540,578
700,234.1
+7.42%
4.530
+0.31%
0.710
+6.22%
+20.19%
99,632.1
Capital Markets
TJX
TJX Companies Inc
4,690,373
579,214.2
+3.69%
3.750
+0.13%
0.420
+1.01%
+5.25%
140,969.2
Retail - Cyclical
SHW
Sherwin-Williams Co
1,681,100
577,222.5
+12.04%
3.730
+0.40%
0.670
+3.76%
+1.33%
85,941.0
Chemicals

PineStone Asset Management Inc.'s Historical Top Holdings Breakdowns

PineStone Asset Management Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
UNH
UnitedHealth Group Inc
2025-06-30
Reduce
Reduce
-1.16%
●
274.35 ($384.44) 599.47
$292.51
-23.91%
Reduce -26.15%
829,356
-293,673
ORCL
Oracle Corp
2025-06-30
Add
Add
+1.09%
●
122.82 ($161.13) 218.63
$241.90
50.13%
Add 27.29%
3,590,801
769,946
MTD
Mettler-Toledo International Inc
2025-06-30
Add
Add
+0.75%
●
970.15 ($1118.51) 1216.57
$1,257.20
12.40%
Add 41.91%
334,349
98,737
CPRT
Copart Inc
2025-06-30
Add
Add
+0.73%
●
47.72 ($55.97) 63.84
$46.83
-16.33%
Add 56.38%
6,407,471
2,310,067
MCO
Moodys Corp
2025-06-30
Add
Add
+0.70%
●
396.7 ($463.23) 501.59
$507.88
9.64%
Add 10.29%
2,311,020
215,551
BDX
Becton Dickinson & Co
2025-06-30
Sold Out
Sold Out
-0.70%
●
165.15 ($184.01) 229.06
$182.58
-0.78%
Sold Out
0
-403,744
MSFT
Microsoft Corp
2025-06-30
Add
Add
+0.59%
●
354.56 ($433.34) 497.45
$505.87
16.74%
Add 6.23%
3,111,958
182,487
MA
Mastercard Inc
2025-06-30
Add
Add
+0.44%
●
479.92 ($552.94) 590.74
$562.09
1.65%
Add 8.09%
1,607,207
120,347
HLT
Hilton Worldwide Holdings Inc
2025-06-30
Add
Add
+0.41%
●
201.28 ($237.88) 266.34
$266.85
12.18%
Add 39.35%
844,534
238,492
SHW
Sherwin-Williams Co
2025-06-30
Add
Add
+0.40%
●
313.51 ($346.48) 363.51
$342.94
-1.02%
Add 12.04%
1,681,100
180,616

PineStone Asset Management Inc. Total Holding History ($B)

To

PineStone Asset Management Inc.'s Asset Allocation

To

PineStone Asset Management Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PineStone Asset Management Inc.'s Hypothetical Growth since 2025-06-30

PineStone Asset Management Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

PineStone Asset Management Inc.'s Holdings Heat Map

Size field:

PineStone Asset Management Inc.'s Holdings Bubble Chart

PineStone Asset Management Inc. News

  • 1

Discussions on PineStone Asset Management Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.