PineStone Asset Management Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| KLA CORP(KLAC) | 0 | 107,040 | +107,040 | 0 | 157,606,766 | 1.11% | +157,606,766 |
| SUNBELT RENTALS HOLDINGS INC(SUNB) | 0 | 1,472,137 | +1,472,137 | 0 | 95,821,397 | 0.67% | +95,821,397 |
| AMAZON COM INC(AMZN) | 0 | 1,513,200 | +1,513,200 | 0 | 315,154,164 | 2.22% | +315,154,164 |
| CME GROUP INC(CME) | 0 | 2,594,611 | +2,594,611 | 0 | 766,318,359 | 5.39% | +766,318,359 |
| ANALOG DEVICES INC(ADI) | 0 | 824,514 | +824,514 | 0 | 262,310,884 | 1.84% | +262,310,884 |
| JOHNSON & JOHNSON(JNJ) | 0 | 1,788,670 | +1,788,670 | 0 | 437,222,495 | 3.07% | +437,222,495 |
| PEPSICO INC(PEP) | 0 | 2,385,127 | +2,385,127 | 0 | 370,386,372 | 2.60% | +370,386,372 |
| COLGATE PALMOLIVE CO(CL) | 0 | 1,550,689 | +1,550,689 | 0 | 132,165,223 | 0.93% | +132,165,223 |
| POWER INTEGRATIONS INC(POWI) | 0 | 8,500 | +8,500 | 0 | 435,200 | 0.00% | +435,200 |
| GRACO INC(GGG) | 0 | 3,625,540 | +3,625,540 | 0 | 306,901,961 | 2.16% | +306,901,961 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 0 | 736,734 | +736,734 | 0 | 224,026,075 | 1.57% | +224,026,075 |
| FLOOR & DECOR HLDGS INC(FND) | 0 | 21,300 | +21,300 | 0 | 1,082,040 | 0.01% | +1,082,040 |
| TREX INC(TREX) | 0 | 19,869 | +19,869 | 0 | 723,629 | 0.01% | +723,629 |
| SIMPSON MFG INC(SSD) | 0 | 3,510 | +3,510 | 0 | 602,386 | 0.00% | +602,386 |
| WD 40 CO(WDFC) | 0 | 5,239 | +5,239 | 0 | 1,068,442 | 0.01% | +1,068,442 |
| HAYWARD HLDGS INC(HAYW) | 0 | 103,168 | +103,168 | 0 | 1,380,388 | 0.01% | +1,380,388 |
| CARRIER GLOBAL CORPORATION(CARR) | 0 | 6,572,910 | +6,572,910 | 0 | 370,120,562 | 2.60% | +370,120,562 |
| INTERPARFUMS INC(IPAR) | 0 | 13,701 | +13,701 | 0 | 1,244,599 | 0.01% | +1,244,599 |
| EXPONENT INC(EXPO) | 0 | 16,994 | +16,994 | 0 | 1,108,859 | 0.01% | +1,108,859 |
| HENRY JACK & ASSOC INC(JKHY) | 0 | 8,600 | +8,600 | 0 | 1,359,144 | 0.01% | +1,359,144 |
| WYNDHAM HOTELS & RESORTS INC(WH) | 0 | 13,150 | +13,150 | 0 | 1,068,175 | 0.01% | +1,068,175 |
| JBT MAREL CORPORATION(JBTM) | 0 | 12,929 | +12,929 | 0 | 1,653,231 | 0.01% | +1,653,231 |
| HOULIHAN LOKEY INC(HLI) | 0 | 13,294 | +13,294 | 0 | 1,909,284 | 0.01% | +1,909,284 |
| DONALDSON INC(DCI) | 0 | 14,228 | +14,228 | 0 | 1,207,530 | 0.01% | +1,207,530 |
| MEDPACE HLDGS INC(MEDP) | 0 | 2,640 | +2,640 | 0 | 1,267,702 | 0.01% | +1,267,702 |
| FEDERAL SIGNAL CORP(FSS) | 0 | 23,186 | +23,186 | 0 | 2,507,334 | 0.02% | +2,507,334 |
| LOWES COS INC(LOW) | 0 | 866,070 | +866,070 | 0 | 204,635,020 | 1.44% | +204,635,020 |
| SHERWIN WILLIAMS CO(SHW) | 0 | 1,666,393 | +1,666,393 | 0 | 534,162,276 | 3.75% | +534,162,276 |
| TJX COS INC NEW(TJX) | 0 | 3,908,310 | +3,908,310 | 0 | 624,157,107 | 4.39% | +624,157,107 |
| NIKE INC(NKE) | 0 | 1,760,835 | +1,760,835 | 0 | 93,007,305 | 0.65% | +93,007,305 |
| FACTSET RESH SYS INC(FDS) | 0 | 387,784 | +387,784 | 0 | 84,145,250 | 0.59% | +84,145,250 |
| METTLER TOLEDO INTERNATIONAL(MTD) | 0 | 322,784 | +322,784 | 0 | 407,095,181 | 2.86% | +407,095,181 |
| AUTOZONE INC(AZO) | 0 | 256,845 | +256,845 | 0 | 867,565,904 | 6.10% | +867,565,904 |
| MSCI INC(MSCI) | 0 | 976,774 | +976,774 | 0 | 526,490,954 | 3.70% | +526,490,954 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 808,873 | +808,873 | 0 | 218,872,945 | 1.54% | +218,872,945 |
| COPART INC(CPRT) | 0 | 8,350,007 | +8,350,007 | 0 | 277,220,232 | 1.95% | +277,220,232 |
| OTIS WORLDWIDE CORP(OTIS) | 0 | 4,493,882 | +4,493,882 | 0 | 346,388,425 | 2.43% | +346,388,425 |
| MASTERCARD INCORPORATED(MA) | 0 | 1,810,441 | +1,810,441 | 0 | 904,604,950 | 6.36% | +904,604,950 |
| S&P GLOBAL INC(SPGI) | 0 | 532,378 | +532,378 | 0 | 226,450,293 | 1.59% | +226,450,293 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 0 | 5,288,479 | +5,288,479 | 0 | 1,787,553,408 | 12.56% | +1,787,553,408 |
| MOODYS CORP(MCO) | 0 | 2,349,784 | +2,349,784 | 0 | 1,025,093,270 | 7.21% | +1,025,093,270 |
| HDFC BANK LTD(HDB) | 0 | 3,782,384 | +3,782,384 | 0 | 94,105,714 | 0.66% | +94,105,714 |
| ALPHABET INC(GOOG) | 0 | 5,174,795 | +5,174,795 | 0 | 1,488,064,050 | 10.46% | +1,488,064,050 |
| ORACLE CORP(ORCL) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MICROSOFT CORP(MSFT) | 0 | 2,866,183 | +2,866,183 | 0 | 1,060,974,961 | 7.46% | +1,060,974,961 |