The Analysis of PineStone Asset Management Inc.'s Holdings
Currently, PineStone Asset Management Inc. holds 43 types of securities in its portfolio with a total value $16.1B. In the most recent quarter, they have increased their positions in AMZN (+1.1M shares, valued at $246.2M), CARR (+1.8M shares, valued at $97.1M), MA (+111.5K shares, valued at $63.7M); decreased their positions in ORCL (-1.6M shares, valued at $317.5M), N/A (-651.9K shares, valued at $204.0M), TSM (-299.2K shares, valued at $90.9M); initiated new positions in AMZN (+1.1M shares, valued at $246.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD6.2M shares-4.57%2025-12-312026-01-15
ALPHABET INC ALPHABET INC5.7M shares-10.19%2025-12-312026-01-15 MSFT MICROSOFT CORP2.9M shares0.81%2025-12-312026-01-15 MCO MOODYS CORP2.4M shares4.93%2025-12-312026-01-15 MA MASTERCARD INCORPORATED1.7M shares7.03%2025-12-312026-01-15 AZO AUTOZONE INC269.2K shares1.46%2025-12-312026-01-15 CME CME GROUP INC2.6M shares1.69%2025-12-312026-01-15 TJX TJX COS INC NEW4.2M shares-2.59%2025-12-312026-01-15 MSCI MSCI INC1.0M shares4.07%2025-12-312026-01-15 SHW SHERWIN WILLIAMS CO1.7M shares4.44%2025-12-312026-01-15 MTD METTLER TOLEDO INTERNATIONAL323.1K shares-0.15%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON2.1M shares-1.09%2025-12-312026-01-15 OTIS OTIS WORLDWIDE CORP4.7M shares3.62%2025-12-312026-01-15 CARR CARRIER GLOBAL CORPORATION7.2M shares34.58%2025-12-312026-01-15 PEP PEPSICO INC2.5M shares4.08%2025-12-312026-01-15 ORCL ORACLE CORP1.8M shares-47.50%2025-12-312026-01-15 CPRT COPART INC8.5M shares10.29%2025-12-312026-01-15 SPGI S&P GLOBAL INC617.4K shares2.41%2025-12-312026-01-15 GGG GRACO INC3.8M shares-0.35%2025-12-312026-01-15 HDB HDFC BANK LTD8.3M shares1.86%2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC825.7K shares6.59%2025-12-312026-01-15 AMZN AMAZON COM INC1.1M sharesnew addition2025-12-312026-01-15 ADI ANALOG DEVICES INC885.1K shares-4.31%2025-12-312026-01-15 HLT HILTON WORLDWIDE HLDGS INC792.8K shares-4.91%2025-12-312026-01-15 LOW LOWES COS INC926.4K shares-4.76%2025-12-312026-01-15 CL COLGATE PALMOLIVE CO1.6M shares-0.86%2025-12-312026-01-15 FDS FACTSET RESH SYS INC412.9K shares-1.58%2025-12-312026-01-15 NKE NIKE INC1.9M shares13.49%2025-12-312026-01-15 FSS FEDERAL SIGNAL CORP185.5K shares0.00%2025-12-312026-01-15 MEDP MEDPACE HLDGS INC24.7K shares-15.41%2025-12-312026-01-15 HLI HOULIHAN LOKEY INC74.5K shares0.00%2025-12-312026-01-15 JBTM JBT MAREL CORPORATION83.4K shares-4.36%2025-12-312026-01-15 DCI DONALDSON INC139.4K shares-7.62%2025-12-312026-01-15 WH WYNDHAM HOTELS & RESORTS INC156.7K shares-24.96%2025-12-312026-01-15 JKHY HENRY JACK & ASSOC INC60.2K shares0.00%2025-12-312026-01-15 EXPO EXPONENT INC139.5K shares6.25%2025-12-312026-01-15 IPAR INTERPARFUMS INC110.9K shares-7.12%2025-12-312026-01-15 HAYW HAYWARD HLDGS INC595.2K shares0.00%2025-12-312026-01-15 WDFC WD 40 CO43.6K shares0.00%2025-12-312026-01-15 SSD SIMPSON MFG INC49.6K shares-12.67%2025-12-312026-01-15 FND FLOOR & DECOR HLDGS INC130.8K shares16.47%2025-12-312026-01-15 TREX TREX CO INC223.2K shares-6.92%2025-12-312026-01-15 POWI POWER INTEGRATIONS INC79.1K shares0.00%2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available