PineStone Asset Management Inc. Q2 2025 Filing
Filed July 16, 2025
Portfolio Value
$15.5B
Holdings
44
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 7,025,731 | $1.6B | 10.30% | |
| 2 | MSFTMICROSOFT CORP | 3,111,958 | $1.5B | 10.02% | |
| 3 | GOOGLALPHABET INC | 6,807,110 | $1.2B | 7.76% | |
| 4 | MCOMOODYS CORP | 2,311,020 | $1.2B | 7.50% | |
| 5 | AZOAUTOZONE INC | 281,693 | $1.0B | 6.77% | |
| 6 | MAMASTERCARD INCORPORATED | 1,607,207 | $903.2M | 5.84% | |
| 7 | ORCLORACLE CORP | 3,590,801 | $785.1M | 5.08% | |
| 8 | CMECME GROUP INC | 2,540,578 | $700.2M | 4.53% | |
| 9 | TJXTJX COS INC NEW | 4,690,373 | $579.2M | 3.75% | |
| 10 | SHWSHERWIN WILLIAMS CO | 1,681,100 | $577.2M | 3.73% | |
| 11 | MSCIMSCI INC | 890,123 | $513.4M | 3.32% | |
| 12 | OTISOTIS WORLDWIDE CORP | 4,639,065 | $459.4M | 2.97% | |
| 13 | MTDMETTLER TOLEDO INTERNATIONAL | 334,349 | $392.8M | 2.54% | |
| 14 | CARRCARRIER GLOBAL CORPORATION | 5,300,483 | $387.9M | 2.51% | |
| 15 | GGGGRACO INC | 3,911,372 | $336.3M | 2.18% | |
| 16 | PEPPEPSICO INC | 2,523,928 | $333.3M | 2.16% | |
| 17 | JNJJOHNSON & JOHNSON | 2,178,970 | $332.8M | 2.15% | |
| 18 | SPGIS&P GLOBAL INC | 618,443 | $326.1M | 2.11% | |
| 19 | CPRTCOPART INC | 6,407,471 | $314.4M | 2.03% | |
| 20 | HDBHDFC BANK LTD | 4,074,467 | $312.4M | 2.02% | |
| 21 | UNHUNITEDHEALTH GROUP INC | 829,356 | $258.7M | 1.67% | |
| 22 | HLTHILTON WORLDWIDE HLDGS INC | 844,534 | $224.9M | 1.46% | |
| 23 | ADIANALOG DEVICES INC | 944,376 | $224.8M | 1.45% | |
| 24 | LOWLOWES COS INC | 989,700 | $219.6M | 1.42% | |
| 25 | FDSFACTSET RESH SYS INC | 380,459 | $170.2M | 1.10% | |
| 26 | ADBEADOBE INC | 327,214 | $126.6M | 0.82% | |
| 27 | NKENIKE INC | 1,684,895 | $119.7M | 0.77% | |
| 28 | CLCOLGATE PALMOLIVE CO | 1,259,389 | $114.5M | 0.74% | |
| 29 | WHWYNDHAM HOTELS & RESORTS INC | 411,500 | $35.3M | 0.23% | |
| 30 | FSSFEDERAL SIGNAL CORP | 198,184 | $21.1M | 0.14% | |
| 31 | IPARINTERPARFUMS INC | 108,517 | $14.2M | 0.09% | |
| 32 | HLIHOULIHAN LOKEY INC | 74,495 | $13.4M | 0.09% | |
| 33 | TREXTREX CO INC | 239,769 | $13.0M | 0.08% | |
| 34 | MEDPMEDPACE HLDGS INC | 36,300 | $11.4M | 0.07% | |
| 35 | JKHYHENRY JACK & ASSOC INC | 60,200 | $10.8M | 0.07% | |
| 36 | JBTJBT MAREL CORPORATION | 87,229 | $10.5M | 0.07% | |
| 37 | DCIDONALDSON INC | 150,861 | $10.5M | 0.07% | |
| 38 | WDFCWD 40 CO | 43,610 | $9.9M | 0.06% | |
| 39 | BRKRBRUKER CORP | 237,576 | $9.8M | 0.06% | |
| 40 | EXPOEXPONENT INC | 122,694 | $9.2M | 0.06% | |
| 41 | SSDSIMPSON MFG INC | 58,000 | $9.0M | 0.06% | |
| 42 | FNDFLOOR & DECOR HLDGS INC | 112,300 | $8.5M | 0.06% | |
| 43 | HAYWHAYWARD HLDGS INC | 521,300 | $7.2M | 0.05% | |
| 44 | PWIPOWER INTEGRATIONS INC | 79,100 | $4.4M | 0.03% |