Pinestone Asset Management Inc.

Investment Portfolio & 13F Holdings Analysis

About

PineStone Asset Management Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 45 holdings worth $13.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 45
Total Value: 13245758678
Accession Number: 0001172661-25-001688
Form Type: 13F-HR
CIK: 0001904893
Manager Name: Pinestone Asset Management Inc.

Data Enrichment

98% identified

44 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

45 positions • $13,245,758.678K total value

45 positions

Manager:

SEC FilingSEC DataHachi Filing

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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

6785321(+46.2%)

Value:

$1.1T(+22.9%)

MICROSOFT CORP

MSFT|594918104

2929471(+30.6%)

Value:

$1.1T(+16.4%)

AUTOZONE INC

AZO|053332102

271237(+27.0%)

Value:

$1.0T(+51.2%)

Alphabet Inc.

GOOGL|02079K305

6533632(+32.6%)

Value:

$1.0T(+8.3%)

MOODYS CORP /DE/

MCO|615369105

2095469(+36.3%)

Value:

$975.8B(+34.1%)

Mastercard Inc

MA|57636Q104

1486860(+25.2%)

Value:

$815.0B(+30.3%)

CME GROUP INC.

CME|12572Q105

2365185(+42.0%)

Value:

$627.5B(+62.2%)

UNITEDHEALTH GROUP INC

UNH|91324P102

1123029(+29.7%)

Value:

$588.2B(+34.3%)

TJX COMPANIES INC /DE/

TJX|872540109

4523338(+33.7%)

Value:

$550.9B(+34.8%)

SHERWIN WILLIAMS CO

SHW|824348106

1500484(+33.4%)

Value:

$524.0B(+37.0%)

MSCI Inc.

MSCI|55354G100

795657(+39.7%)

Value:

$449.9B(+31.7%)

Otis Worldwide Corp

OTIS|68902V107

4095132(+36.4%)

Value:

$422.6B(+52.0%)

ORACLE CORP

ORCL|68389X105

2820855(+8.9%)

Value:

$394.4B(-8.6%)

PEPSICO INC

PEP|713448108

2426833(+9.2%)

Value:

$363.9B(+7.7%)

JOHNSON & JOHNSON

JNJ|478160104

2064633(+5.3%)

Value:

$342.4B(+20.8%)

S&P Global Inc.

SPGI|78409V104

623103(+48.9%)

Value:

$316.6B(+51.9%)

GRACO INC

GGG|384109104

3584495(+23.4%)

Value:

$299.3B(+22.3%)

CARRIER GLOBAL Corp

CARR|14448C104

4698516(+11.7%)

Value:

$297.9B(+3.8%)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

235612(+39.1%)

Value:

$278.2B(+34.2%)

HDFC BANK LTD

HDB|40415F101

3969039(+22.4%)

Value:

$263.7B(+27.3%)

Instrument	Shares		Other Manager	Value
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	6.8M	QoQ +46.17% (+2.1M) YoY +88.57% (+3.2M)	All Managers (Combined)	$1.1B	QoQ +22.87% (+$209.7M) YoY +130.08% (+$636.8M)
Microsoft Corp(MSFTcusip594918104)	2.9M	QoQ +30.65% (+687.4K) YoY +111.69% (+1.5M)	All Managers (Combined)	$1.1B	QoQ +16.36% (+$154.7M) YoY +88.88% (+$517.5M)
Autozone Inc(AZOcusip053332102)	271.2K	QoQ +26.99% (+57.7K) YoY +107.84% (+140.7K)	All Managers (Combined)	$1.0B	QoQ +51.22% (+$350.3M) YoY +151.44% (+$622.9M)
Alphabet Inc.(GOOGLcusip02079K305)	6.5M	QoQ +32.61% (+1.6M) YoY +125.14% (+3.6M)	All Managers (Combined)	$1.0B	QoQ +8.33% (+$77.7M) YoY +130.67% (+$572.4M)
Moodys Corp /De/(MCOcusip615369105)	2.1M	QoQ +36.30% (+558.1K) YoY +115.22% (+1.1M)	All Managers (Combined)	$975.8M	QoQ +34.09% (+$248.1M) YoY +155.01% (+$593.2M)
Mastercard Inc(MAcusip57636Q104)	1.5M	QoQ +25.17% (+299.0K) YoY +105.40% (+763.0K)	All Managers (Combined)	$815.0M	QoQ +30.29% (+$189.5M) YoY +133.79% (+$466.4M)
Cme Group Inc.(CMEcusip12572Q105)	2.4M	QoQ +41.99% (+699.5K) YoY +148.56% (+1.4M)	All Managers (Combined)	$627.5M	QoQ +62.20% (+$240.6M) YoY +206.28% (+$422.6M)
Unitedhealth Group Inc(UNHcusip91324P102)	1.1M	QoQ +29.69% (+257.2K) YoY +96.63% (+551.9K)	All Managers (Combined)	$588.2M	QoQ +34.28% (+$150.2M) YoY +108.18% (+$305.7M)
Tjx Companies Inc /De/(TJXcusip872540109)	4.5M	QoQ +33.72% (+1.1M) YoY +93.73% (+2.2M)	All Managers (Combined)	$550.9M	QoQ +34.82% (+$142.3M) YoY +132.66% (+$314.1M)
Sherwin Williams Co(SHWcusip824348106)	1.5M	QoQ +33.37% (+375.5K) YoY +117.01% (+809.1K)	All Managers (Combined)	$524.0M	QoQ +37.00% (+$141.5M) YoY +118.17% (+$283.8M)
Msci Inc.(MSCIcusip55354G100)	795.7K	QoQ +39.74% (+226.3K) YoY +149.73% (+477.1K)	All Managers (Combined)	$449.9M	QoQ +31.70% (+$108.3M) YoY +151.98% (+$271.4M)
Otis Worldwide Corp(OTIScusip68902V107)	4.1M	QoQ +36.39% (+1.1M) YoY +118.59% (+2.2M)	All Managers (Combined)	$422.6M	QoQ +51.99% (+$144.6M) YoY +127.25% (+$236.7M)
Oracle Corp(ORCLcusip68389X105)	2.8M	QoQ +8.94% (-231.6K) YoY +66.74% (+1.1M)	All Managers (Combined)	$394.4M	QoQ -8.59% (-$37.1M) YoY +85.59% (+$181.9M)
Pepsico Inc(PEPcusip713448108)	2.4M	QoQ +9.21% (+204.9K) YoY +99.42% (+1.2M)	All Managers (Combined)	$363.9M	QoQ +7.69% (+$26.0M) YoY +70.85% (+$150.9M)
Johnson & Johnson(JNJcusip478160104)	2.1M	QoQ +5.34% (+104.8K) YoY +75.46% (+888.0K)	All Managers (Combined)	$342.4M	QoQ +20.80% (+$59.0M) YoY +83.95% (+$156.3M)
S&P Global Inc.(SPGIcusip78409V104)	623.1K	QoQ +48.88% (+204.6K) YoY +117.00% (+336.0K)	All Managers (Combined)	$316.6M	QoQ +51.89% (+$108.2M) YoY +159.15% (+$194.4M)
Graco Inc(GGGcusip384109104)	3.6M	QoQ +23.40% (+679.8K) YoY +101.53% (+1.8M)	All Managers (Combined)	$299.3M	QoQ +22.26% (+$54.5M) YoY +80.08% (+$133.1M)
Carrier Global Corp(CARRcusip14448C104)	4.7M	QoQ +11.71% (+492.7K) YoY +75.46% (+2.0M)	All Managers (Combined)	$297.9M	QoQ +3.76% (+$10.8M) YoY +91.37% (+$142.2M)
Mettler Toledo International Inc/(MTDcusip592688105)	235.6K	QoQ +39.06% (+66.2K) YoY +106.35% (+121.4K)	All Managers (Combined)	$278.2M	QoQ +34.20% (+$70.9M) YoY +83.04% (+$126.2M)
Hdfc Bank Ltd(HDBcusip40415F101)	4.0M	QoQ +22.37% (+725.7K) YoY +91.03% (+1.9M)	All Managers (Combined)	$263.7M	QoQ +27.31% (+$56.6M) YoY +126.77% (+$147.4M)