# PineStone Asset Management Inc.: Form 13F holdings

An institutional investment manager in Montreal. SEC CIK 1904893.

- Quarter ended: 2026-06-30
- Filed: 2026-07-13
- Reported value: $16.19bn
- Positions: 44 (44 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1904893/000117266126002596/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $2.37bn | 14.6% | 4,959,994 |  | Reduced −328,485 |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL A | $1.65bn | 10.2% | 4,607,821 |  | Reduced −566,974 |
| [MOODYS CORP (MCO)](/companies/mco.md) | COM | $1.03bn | 6.4% | 2,283,961 |  | Reduced −65,823 |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $964.9m | 6.0% | 2,586,687 |  | Reduced −279,496 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $940.9m | 5.8% | 1,832,012 |  | Added +21,571 |
| [AUTOZONE INC (AZO)](/companies/azo.md) | COM | $780.6m | 4.8% | 244,260 |  | Reduced −12,585 |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $662.3m | 4.1% | 2,778,800 |  | Added +1,265,600 |
| [KLA CORP (KLAC)](/companies/klac.md) | COM NEW | $654.6m | 4.0% | 2,169,700 |  | Added +2,062,660 |
| [CME GROUP INC (CME)](/companies/cme.md) | COM | $600.5m | 3.7% | 2,719,347 |  | Added +124,736 |
| [TJX COS INC NEW (TJX)](/companies/tjx.md) | COM | $568.8m | 3.5% | 3,754,345 |  | Reduced −153,965 |
| [SHERWIN WILLIAMS CO (SHW)](/companies/shw.md) | COM | $538.7m | 3.3% | 1,564,628 |  | Reduced −101,765 |
| [MSCI INC (MSCI)](/companies/msci.md) | COM | $528.4m | 3.3% | 943,550 |  | Reduced −33,224 |
| [CARRIER GLOBAL CORPORATION (CARR)](/companies/carr.md) | COM | $464.6m | 2.9% | 6,333,408 |  | Reduced −239,502 |
| [JOHNSON & JOHNSON (JNJ)](/companies/jnj.md) | COM | $440.3m | 2.7% | 1,733,844 |  | Reduced −54,826 |
| [METTLER TOLEDO INTERNATIONAL (MTD)](/companies/mtd.md) | COM | $416.6m | 2.6% | 326,120 |  | Added +3,336 |
| LINDE PLC | SHS | $399.5m | 2.5% | 769,783 |  | New +769,783 |
| [ANALOG DEVICES INC (ADI)](/companies/adi.md) | COM | $351.1m | 2.2% | 883,993 |  | Added +59,479 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $335.6m | 2.1% | 807,522 |  | Reduced −1,351 |
| [OTIS WORLDWIDE CORP (OTIS)](/companies/otis.md) | COM | $307.2m | 1.9% | 4,290,454 |  | Reduced −203,428 |
| [PEPSICO INC (PEP)](/companies/pep.md) | COM | $295.5m | 1.8% | 2,182,458 |  | Reduced −202,669 |
| [S&P GLOBAL INC (SPGI)](/companies/spgi.md) | COM | $269.3m | 1.7% | 661,225 |  | Added +128,847 |
| AON PLC | SHS CL A | $265.1m | 1.6% | 799,293 |  | New +799,293 |
| [CANADIAN NATL RY CO (CNI)](/companies/cni.md) | COM | $242.6m | 1.5% | 2,034,355 |  | New +2,034,355 |
| [GRACO INC (GGG)](/companies/ggg.md) | COM | $240.9m | 1.5% | 3,185,789 |  | Reduced −439,751 |
| [COPART INC (CPRT)](/companies/cprt.md) | COM | $223.1m | 1.4% | 7,913,707 |  | Reduced −436,300 |
| [HILTON WORLDWIDE HLDGS INC (HLT)](/companies/hlt.md) | COM | $218.3m | 1.3% | 660,714 |  | Reduced −76,020 |
| [LOWES COS INC (LOW)](/companies/low.md) | COM | $170.0m | 1.0% | 770,942 |  | Reduced −95,128 |
| [COLGATE PALMOLIVE CO (CL)](/companies/cl.md) | COM | $134.1m | 0.8% | 1,462,799 |  | Reduced −87,890 |
| [HDFC BANK LTD (HDB)](/companies/hdb.md) | SPONSORED ADS | $113.1m | 0.7% | 4,379,846 |  | Added +597,462 |
| [FEDERAL SIGNAL CORP (FSS)](/companies/fss.md) | COM | $2.1m | <0.1% | 15,986 |  | Reduced −7,200 |
| [JBT MAREL CORPORATION (JBTM)](/companies/jbtm.md) | COM | $1.2m | <0.1% | 8,229 |  | Reduced −4,700 |
| [HOULIHAN LOKEY INC (HLI)](/companies/hli.md) | CL A | $1.2m | <0.1% | 8,794 |  | Reduced −4,500 |
| [HAYWARD HLDGS INC (HAYW)](/companies/hayw.md) | COM | $1.1m | <0.1% | 65,568 |  | Reduced −37,600 |
| [INTERPARFUMS INC (IPAR)](/companies/ipar.md) | COM | $1.1m | <0.1% | 9,701 |  | Reduced −4,000 |
| [MEDPACE HLDGS INC (MEDP)](/companies/medp.md) | COM | $932.1k | <0.1% | 1,760 |  | Reduced −880 |
| [HENRY JACK & ASSOC INC (JKHY)](/companies/jkhy.md) | COM | $895.3k | <0.1% | 6,500 |  | Reduced −2,100 |
| [FLOOR & DECOR HLDGS INC (FND)](/companies/fnd.md) | CL A | $848.8k | <0.1% | 14,300 |  | Reduced −7,000 |
| [WD 40 CO (WDFC)](/companies/wdfc.md) | COM | $837.9k | <0.1% | 3,439 |  | Reduced −1,800 |
| [DONALDSON INC (DCI)](/companies/dci.md) | COM | $747.6k | <0.1% | 8,328 |  | Reduced −5,900 |
| [EXPONENT INC (EXPO)](/companies/expo.md) | COM | $693.0k | <0.1% | 11,794 |  | Reduced −5,200 |
| STEVANATO GROUP S P A | ORD SHS | $689.1k | <0.1% | 38,135 |  | New +38,135 |
| [TREX INC (TREX)](/companies/trex.md) | COM | $603.9k | <0.1% | 12,069 |  | Reduced −7,800 |
| [WYNDHAM HOTELS & RESORTS INC (WH)](/companies/wh.md) | COM | $560.0k | <0.1% | 6,650 |  | Reduced −6,500 |
| [SIMPSON MFG INC (SSD)](/companies/ssd.md) | COM | $420.8k | <0.1% | 2,010 |  | Reduced −1,500 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [FACTSET RESH SYS INC (FDS)](/companies/fds.md) | COM | $0 | 0.0% | 0 |  | Sold out −387,784 |
| [NIKE INC (NKE)](/companies/nke.md) | CL B | $0 | 0.0% | 0 |  | Sold out −1,760,835 |
| [POWER INTEGRATIONS INC (POWI)](/companies/powi.md) | COM | $0 | 0.0% | 0 |  | Sold out −8,500 |
| [SUNBELT RENTALS HOLDINGS INC (SUNB)](/companies/sunb.md) | SHS | $0 | 0.0% | 0 |  | Sold out −1,472,137 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-002596. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.