PineStone Asset Management Inc.
Top Portfolio Positions
44 positions ·
$14,226,918,863 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
5,288,479 | $1,787,241,478 | 12.56% |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,174,795 | $1,488,064,050 | 10.46% |
| MSFT |
Microsoft Corp
Technology
|
2,866,183 | $1,060,974,961 | 7.46% |
| MCO |
Moodys Corp /De/
Financial Services
|
2,349,784 | $1,025,093,270 | 7.21% |
| MA |
Mastercard Inc
Financial Services
|
1,810,441 | $904,604,950 | 6.36% |
| AZO |
Autozone Inc
Consumer Cyclical
|
256,845 | $867,565,904 | 6.10% |
| CME |
Cme Group Inc.
Financial Services
|
2,594,611 | $766,318,358 | 5.39% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
3,908,310 | $624,157,107 | 4.39% |
| SHW |
Sherwin Williams Co
Basic Materials
|
1,666,393 | $534,162,276 | 3.75% |
| MSCI |
MSCI Inc.
Financial Services
|
976,774 | $526,490,953 | 3.70% |
Portfolio Trend
Holdings in SPGI
Shares Held
Position Value (USD)
12 of 12 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $226,441,658 | 532,378 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $322,640,794 | 617,388 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $293,421,884 | 602,868 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $326,098,809 | 618,443 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $316,598,634 | 623,103 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $208,435,017 | 418,519 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $214,252,129 | 414,719 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $168,757,034 | 378,379 | Shares | Sole | 2024-11-20 | |
| 2024-03-31 | $122,164,563 | 287,142 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $86,470,551 | 196,292 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $61,833,583 | 169,217 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $33,587,766 | 83,783 | Shares | Sole | 2023-07-14 | |
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