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PineStone Asset Management Inc.

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13F filer, CIK 1904893, Montreal, Quebec, Canada

PineStone Asset Management Inc. reported $16,190,525,118 across 44 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-13. Its ten largest share positions make up 63.14% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-002596

Period
2026-06-30
Reported value
$16.2B
Holdings
44
Top 10 weight
63.14%
New
4
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KLACadded+2,062,660$622M
LINnew+769,783$399M
AMZNadded+1,265,600$302M
AONnew+799,293$265M
CNInew+2,034,355$243M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
GOOGLreduced-566,974-$203M
TSMreduced-328,485-$157M
MSFTreduced-279,496-$104M
SUNBexited-1,472,137-$95.8M
NKEexited-1,760,835-$93M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001172661-26-002596, largest first. % of portfolio is the value over $16,190,525,118, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,943,236 shares; 2024Q4: 4,641,798 shares; 2025Q1: 6,785,321 shares; 2025Q2: 7,025,731 shares; 2025Q3: 6,545,779 shares; 2025Q4: 6,246,545 shares; 2026Q1: 5,288,479 shares; 2026Q2: 4,959,994 shares 4,959,994$2.37B14.63%-328,485Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,653,283 shares; 2024Q4: 4,926,734 shares; 2025Q1: 6,533,632 shares; 2025Q2: 6,807,110 shares; 2025Q3: 6,398,927 shares; 2025Q4: 5,747,054 shares; 2026Q1: 5,174,795 shares; 2026Q2: 4,607,821 shares 4,607,821$1.65B10.17%-566,974Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,483,827 shares; 2024Q4: 1,537,331 shares; 2025Q1: 2,095,469 shares; 2025Q2: 2,311,020 shares; 2025Q3: 2,264,043 shares; 2025Q4: 2,375,768 shares; 2026Q1: 2,349,784 shares; 2026Q2: 2,283,961 shares 2,283,961$1.03B6.39%-65,823Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,049,268 shares; 2024Q4: 2,242,074 shares; 2025Q1: 2,929,471 shares; 2025Q2: 3,111,958 shares; 2025Q3: 2,908,036 shares; 2025Q4: 2,931,514 shares; 2026Q1: 2,866,183 shares; 2026Q2: 2,586,687 shares 2,586,687$965M5.96%-279,496Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,150,450 shares; 2024Q4: 1,187,820 shares; 2025Q1: 1,486,860 shares; 2025Q2: 1,607,207 shares; 2025Q3: 1,585,690 shares; 2025Q4: 1,697,191 shares; 2026Q1: 1,810,441 shares; 2026Q2: 1,832,012 shares 1,832,012$941M5.81%+21,571Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 199,804 shares; 2024Q4: 213,575 shares; 2025Q1: 271,237 shares; 2025Q2: 281,693 shares; 2025Q3: 265,305 shares; 2025Q4: 269,173 shares; 2026Q1: 256,845 shares; 2026Q2: 244,260 shares 244,260$781M4.82%-12,585Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,066,600 shares; 2026Q1: 1,513,200 shares; 2026Q2: 2,778,800 shares 2,778,800$662M4.09%+1,265,600Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,040 shares; 2026Q2: 2,169,700 shares 2,169,700$655M4.04%+2,062,660Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,505,982 shares; 2024Q4: 1,665,700 shares; 2025Q1: 2,365,185 shares; 2025Q2: 2,540,578 shares; 2025Q3: 2,570,087 shares; 2025Q4: 2,613,439 shares; 2026Q1: 2,594,611 shares; 2026Q2: 2,719,347 shares 2,719,347$601M3.71%+124,736Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,378,643 shares; 2024Q4: 3,382,504 shares; 2025Q1: 4,523,338 shares; 2025Q2: 4,690,373 shares; 2025Q3: 4,338,547 shares; 2025Q4: 4,226,294 shares; 2026Q1: 3,908,310 shares; 2026Q2: 3,754,345 shares 3,754,345$569M3.51%-153,965Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,084,174 shares; 2024Q4: 1,124,999 shares; 2025Q1: 1,500,484 shares; 2025Q2: 1,681,100 shares; 2025Q3: 1,645,885 shares; 2025Q4: 1,719,020 shares; 2026Q1: 1,666,393 shares; 2026Q2: 1,564,628 shares 1,564,628$539M3.33%-101,765Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 485,020 shares; 2024Q4: 569,374 shares; 2025Q1: 795,657 shares; 2025Q2: 890,123 shares; 2025Q3: 961,843 shares; 2025Q4: 1,000,942 shares; 2026Q1: 976,774 shares; 2026Q2: 943,550 shares 943,550$528M3.26%-33,224Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,107,096 shares; 2024Q4: 4,205,847 shares; 2025Q1: 4,698,516 shares; 2025Q2: 5,300,483 shares; 2025Q3: 5,315,444 shares; 2025Q4: 7,153,429 shares; 2026Q1: 6,572,910 shares; 2026Q2: 6,333,408 shares 6,333,408$465M2.87%-239,502Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,734,383 shares; 2024Q4: 1,959,872 shares; 2025Q1: 2,064,633 shares; 2025Q2: 2,178,970 shares; 2025Q3: 2,090,409 shares; 2025Q4: 2,067,667 shares; 2026Q1: 1,788,670 shares; 2026Q2: 1,733,844 shares 1,733,844$440M2.72%-54,826Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165,506 shares; 2024Q4: 169,420 shares; 2025Q1: 235,612 shares; 2025Q2: 334,349 shares; 2025Q3: 323,570 shares; 2025Q4: 323,074 shares; 2026Q1: 322,784 shares; 2026Q2: 326,120 shares 326,120$417M2.57%+3,336Timeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 769,783 shares 769,783$399M2.47%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 697,806 shares; 2024Q4: 691,238 shares; 2025Q1: 760,999 shares; 2025Q2: 944,376 shares; 2025Q3: 924,976 shares; 2025Q4: 885,076 shares; 2026Q1: 824,514 shares; 2026Q2: 883,993 shares 883,993$351M2.17%+59,479Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 879,162 shares; 2024Q4: 865,875 shares; 2025Q1: 1,123,029 shares; 2025Q2: 829,356 shares; 2025Q3: 774,624 shares; 2025Q4: 825,705 shares; 2026Q1: 808,873 shares; 2026Q2: 807,522 shares 807,522$336M2.07%-1,351Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,881,097 shares; 2024Q4: 3,002,419 shares; 2025Q1: 4,095,132 shares; 2025Q2: 4,639,065 shares; 2025Q3: 4,516,521 shares; 2025Q4: 4,679,997 shares; 2026Q1: 4,493,882 shares; 2026Q2: 4,290,454 shares 4,290,454$307M1.9%-203,428Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,826,896 shares; 2024Q4: 2,221,971 shares; 2025Q1: 2,426,833 shares; 2025Q2: 2,523,928 shares; 2025Q3: 2,426,874 shares; 2025Q4: 2,525,948 shares; 2026Q1: 2,385,127 shares; 2026Q2: 2,182,458 shares 2,182,458$296M1.83%-202,669Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,719 shares; 2024Q4: 418,519 shares; 2025Q1: 623,103 shares; 2025Q2: 618,443 shares; 2025Q3: 602,868 shares; 2025Q4: 617,388 shares; 2026Q1: 532,378 shares; 2026Q2: 661,225 shares 661,225$269M1.66%+128,847Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 799,293 shares 799,293$265M1.64%newTimeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,034,355 shares 2,034,355$243M1.5%newTimeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,828,497 shares; 2024Q4: 2,904,681 shares; 2025Q1: 3,584,495 shares; 2025Q2: 3,911,372 shares; 2025Q3: 3,802,310 shares; 2025Q4: 3,788,983 shares; 2026Q1: 3,625,540 shares; 2026Q2: 3,185,789 shares 3,185,789$241M1.49%-439,751Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542,200 shares; 2024Q4: 1,585,400 shares; 2025Q1: 4,097,404 shares; 2025Q2: 6,407,471 shares; 2025Q3: 7,722,652 shares; 2025Q4: 8,517,154 shares; 2026Q1: 8,350,007 shares; 2026Q2: 7,913,707 shares 7,913,707$223M1.38%-436,300Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 523,510 shares; 2024Q4: 528,010 shares; 2025Q1: 606,042 shares; 2025Q2: 844,534 shares; 2025Q3: 833,724 shares; 2025Q4: 792,764 shares; 2026Q1: 736,734 shares; 2026Q2: 660,714 shares 660,714$218M1.35%-76,020Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 817,567 shares; 2024Q4: 821,842 shares; 2025Q1: 921,059 shares; 2025Q2: 989,700 shares; 2025Q3: 972,650 shares; 2025Q4: 926,350 shares; 2026Q1: 866,070 shares; 2026Q2: 770,942 shares 770,942$170M1.05%-95,128Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 998,704 shares; 2024Q4: 1,078,521 shares; 2025Q1: 1,165,077 shares; 2025Q2: 1,259,389 shares; 2025Q3: 1,604,089 shares; 2025Q4: 1,590,289 shares; 2026Q1: 1,550,689 shares; 2026Q2: 1,462,799 shares 1,462,799$134M0.83%-87,890Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,954,649 shares; 2024Q4: 3,243,349 shares; 2025Q1: 3,969,039 shares; 2025Q2: 4,074,467 shares; 2025Q3: 8,163,734 shares; 2025Q4: 8,315,726 shares; 2026Q1: 3,782,384 shares; 2026Q2: 4,379,846 shares 4,379,846$113M0.7%+597,462Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 154,084 shares; 2024Q4: 174,884 shares; 2025Q1: 174,884 shares; 2025Q2: 198,184 shares; 2025Q3: 185,484 shares; 2025Q4: 185,484 shares; 2026Q1: 23,186 shares; 2026Q2: 15,986 shares 15,986$2.05M0.01%-7,200Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,696 shares; 2024Q4: 91,629 shares; 2025Q1: 91,629 shares; 2025Q2: 87,229 shares; 2025Q3: 87,229 shares; 2025Q4: 83,429 shares; 2026Q1: 12,929 shares; 2026Q2: 8,229 shares 8,229$1.19M0.01%-4,700Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,195 shares; 2024Q4: 60,995 shares; 2025Q1: 69,395 shares; 2025Q2: 74,495 shares; 2025Q3: 74,495 shares; 2025Q4: 74,495 shares; 2026Q1: 13,294 shares; 2026Q2: 8,794 shares 8,794$1.18M0.01%-4,500Timeline
HAYWHAYWARD HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 521,300 shares; 2025Q3: 595,200 shares; 2025Q4: 595,200 shares; 2026Q1: 103,168 shares; 2026Q2: 65,568 shares 65,568$1.13M0.01%-37,600Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,384 shares; 2024Q4: 110,084 shares; 2025Q1: 110,084 shares; 2025Q2: 108,517 shares; 2025Q3: 119,352 shares; 2025Q4: 110,852 shares; 2026Q1: 13,701 shares; 2026Q2: 9,701 shares 9,701$1.09M0.01%-4,000Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,300 shares; 2024Q4: 36,300 shares; 2025Q1: 36,300 shares; 2025Q2: 36,300 shares; 2025Q3: 29,200 shares; 2025Q4: 24,700 shares; 2026Q1: 2,640 shares; 2026Q2: 1,760 shares 1,760$932K0.01%-880Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 43,800 shares; 2025Q2: 60,200 shares; 2025Q3: 60,200 shares; 2025Q4: 60,200 shares; 2026Q1: 8,600 shares; 2026Q2: 6,500 shares 6,500$895K0.01%-2,100Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 97,000 shares; 2024Q4: 104,500 shares; 2025Q1: 112,300 shares; 2025Q2: 112,300 shares; 2025Q3: 112,300 shares; 2025Q4: 130,800 shares; 2026Q1: 21,300 shares; 2026Q2: 14,300 shares 14,300$849K0.01%-7,000Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,700 shares; 2024Q4: 40,700 shares; 2025Q1: 40,700 shares; 2025Q2: 43,610 shares; 2025Q3: 43,610 shares; 2025Q4: 43,610 shares; 2026Q1: 5,239 shares; 2026Q2: 3,439 shares 3,439$838K0.01%-1,800Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 197,061 shares; 2024Q4: 197,061 shares; 2025Q1: 175,461 shares; 2025Q2: 150,861 shares; 2025Q3: 150,861 shares; 2025Q4: 139,361 shares; 2026Q1: 14,228 shares; 2026Q2: 8,328 shares 8,328$748K<0.01%-5,900Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,500 shares; 2024Q4: 98,311 shares; 2025Q1: 115,094 shares; 2025Q2: 122,694 shares; 2025Q3: 131,294 shares; 2025Q4: 139,494 shares; 2026Q1: 16,994 shares; 2026Q2: 11,794 shares 11,794$693K<0.01%-5,200Timeline
STVNSTEVANATO GROUP S P AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 38,135 shares 38,135$689K<0.01%newTimeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 139,369 shares; 2024Q4: 162,569 shares; 2025Q1: 199,769 shares; 2025Q2: 239,769 shares; 2025Q3: 239,769 shares; 2025Q4: 223,169 shares; 2026Q1: 19,869 shares; 2026Q2: 12,069 shares 12,069$604K<0.01%-7,800Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 248,100 shares; 2024Q4: 238,525 shares; 2025Q1: 202,750 shares; 2025Q2: 411,500 shares; 2025Q3: 208,750 shares; 2025Q4: 156,650 shares; 2026Q1: 13,150 shares; 2026Q2: 6,650 shares 6,650$560K<0.01%-6,500Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,100 shares; 2024Q4: 70,100 shares; 2025Q1: 60,300 shares; 2025Q2: 58,000 shares; 2025Q3: 56,810 shares; 2025Q4: 49,610 shares; 2026Q1: 3,510 shares; 2026Q2: 2,010 shares 2,010$421K<0.01%-1,500Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SUNBSUNBELT RENTALS HOLDINGS INC1,472,137$95.8Mshares
NKENIKE INC1,760,835$93Mshares
FDSFACTSET RESH SYS INC387,784$84.1Mshares
POWIPOWER INTEGRATIONS INC8,500$435Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-26-002596 base2026-07-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001172661-26-002596 Quarter ended 2026-06-302026-07-13acceptance time not in the bulk data set
13F-HR 0001172661-26-001582 Quarter ended 2026-03-312026-05-01acceptance time not in the bulk data set
13F-HR 0001172661-26-000201 Quarter ended 2025-12-312026-01-15acceptance time not in the bulk data set
13F-HR 0001172661-25-004313 Quarter ended 2025-09-302025-10-17acceptance time not in the bulk data set
13F-HR 0001172661-25-002609 Quarter ended 2025-06-302025-07-16acceptance time not in the bulk data set
13F-HR 0001172661-25-001688 Quarter ended 2025-03-312025-05-12acceptance time not in the bulk data set
13F-HR 0001172661-25-000421 Quarter ended 2024-12-312025-01-30acceptance time not in the bulk data set
13F-HR/A 0001172661-24-005349 Quarter ended 2024-06-302024-11-20acceptance time not in the bulk data set
13F-HR 0001172661-24-004385 Quarter ended 2024-09-302024-10-28acceptance time not in the bulk data set
13F-HR 0001172661-24-002794 Quarter ended 2024-06-302024-07-16acceptance time not in the bulk data set
13F-HR 0001172661-24-001861 Quarter ended 2024-03-312024-04-16acceptance time not in the bulk data set
13F-HR 0001172661-24-000606 Quarter ended 2023-12-312024-02-09acceptance time not in the bulk data set
13F-HR 0001172661-23-003401 Quarter ended 2023-09-302023-10-13acceptance time not in the bulk data set
13F-HR/A 0001172661-23-002506 Quarter ended 2023-03-312023-07-14acceptance time not in the bulk data set
13F-HR 0001172661-23-002505 Quarter ended 2023-06-302023-07-14acceptance time not in the bulk data set
13F-HR 0001172661-23-001687 Quarter ended 2023-03-312023-04-13acceptance time not in the bulk data set
13F-HR 0001172661-23-001352 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set