1y return+11.6%S&P 500 +20.9%
3y return+43.6%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2022: $164 against $195 in the S&P 500.2
PineStone Asset Management Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | $2.4B | 14.6% | −6.2% |
| GOOGLAlphabet Inc | $1.6B | 10.2% | −11.0% |
| MCOMoodys Corp | $1.0B | 6.4% | −2.8% |
| MSFTMicrosoft Corp | $964.9M | 6.0% | −9.8% |
| MAMastercard Incorporated | $940.9M | 5.8% | +1.2% |
| AZOAutozone Inc | $780.6M | 4.8% | −4.9% |
| AMZNAmazon Com Inc | $662.3M | 4.1% | +83.6% |
| KLACKla Corp | $654.6M | 4.0% | +1927.0% |
| CMECme Group Inc | $600.5M | 3.7% | +4.8% |
| TJXTjx Cos Inc New | $568.8M | 3.5% | −3.9% |
| SHWSherwin Williams Co | $538.7M | 3.3% | −6.1% |
| MSCIMsci Inc | $528.4M | 3.3% | −3.4% |
| CARRCarrier Global Corporation | $464.6M | 2.9% | −3.6% |
| JNJJohnson & Johnson | $440.3M | 2.7% | −3.1% |
| MTDMettler Toledo International | $416.6M | 2.6% | +1.0% |
| Linde PLCCUSIP G54950103 | $399.5M | 2.5% | New |
| ADIAnalog Devices Inc | $351.1M | 2.2% | +7.2% |
| UNHUnitedhealth Group Inc | $335.6M | 2.1% | |
| OTISOtis Worldwide Corp | $307.2M | 1.9% | −4.5% |
| PEPPepsico Inc | $295.5M | 1.8% | −8.5% |
| SPGIS&p Global Inc | $269.3M | 1.7% | +24.2% |
| Aon PLCCUSIP G0403H108 | $265.1M | 1.6% | New |
| CNICanadian Natl Ry Co | $242.6M | 1.5% | New |
| GGGGraco Inc | $240.9M | 1.5% | −12.1% |
| CPRTCopart Inc | $223.1M | 1.4% | −5.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufac | December 31, 2022 | +541.1% | $2.4B |
| GOOGLAlphabet Inc | December 31, 2022 | +305.0% | $1.6B |
| ADIAnalog Devices Inc | December 31, 2022 | +142.1% | $351.1M |
| MEDPMedpace Hldgs Inc | September 30, 2023 | +118.7% | $932K |
| TJXTjx Cos Inc New | December 31, 2022 | +90.3% | $568.8M |
| CARRCarrier Global Corporation | December 31, 2022 | +77.8% | $464.6M |
| MCOMoodys Corp | December 31, 2022 | +62.6% | $1.0B |
| MSFTMicrosoft Corp | December 31, 2022 | +55.5% | $964.9M |
| FSSFederal Signal Corp | June 30, 2024 | +53.6% | $2.1M |
| HLTHilton Worldwide Hldgs Inc | June 30, 2024 | +51.4% | $218.3M |
Sold off last quarter
- SUNBSunbelt Rentals Holdings Inc was $95.8M
- NKENike Inc was $93.0M
- FDSFactset Resh Sys Inc was $84.1M
- POWIPower Integrations Inc was $435K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +8.4% | +14.8% |
| March 31, 2026 | −5.2% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +7.8% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −3.0% | −4.6% |
| December 31, 2024 | −1.1% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +2.0% | +4.0% |
| March 31, 2024 | +7.4% | +10.0% |
| December 31, 2023 | +10.1% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +7.3% | +8.3% |
| March 31, 2023 | +6.2% | +7.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: PineStone Asset Management Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1904893&type=13F-HR&dateb=&owner=include&count=40CIK 1904893
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1904893/000117266126002596/Filed July 13, 2026 · accession 0001172661-26-002596