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PineStone Asset Management Inc.

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

PineStone Asset Management Inc. reported $14,227,239,446 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-01. Its ten largest share positions make up 67.37% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001582

Period
2026-03-31
Reported value
$14.2B
Holdings
44
Top 10 weight
67.37%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
KLACnew+107,040$158M
SUNBnew+1,472,137$95.8M
AMZNadded+446,600$93M
MAadded+113,250$56.6M

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
ORCLexited-1,800,309-$351M
TSMreduced-958,066-$324M
GOOGLreduced-572,259-$165M
HDBreduced-4,533,342-$113M
JNJreduced-278,997-$68.2M

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, Q1 2026

Share positions as resolved from 13F-HR 0001172661-26-001582, largest first. % of portfolio is the value over $14,227,239,446, 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; 2024Q2: restricted; 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 5,288,479$1.79B12.56%-958,066Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,174,795$1.49B10.46%-572,259Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,866,183$1.06B7.46%-65,331Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,349,784$1.03B7.21%-25,984Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,810,441$905M6.36%+113,250Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 256,845$868M6.1%-12,328Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,594,611$766M5.39%-18,828Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,908,310$624M4.39%-317,984Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,666,393$534M3.75%-52,627Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 976,774$526M3.7%-24,168Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,788,670$437M3.07%-278,997Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 322,784$407M2.86%-290Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,385,127$370M2.6%-140,821Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 6,572,910$370M2.6%-580,519Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,493,882$346M2.43%-186,115Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,513,200$315M2.22%+446,600Timeline
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,625,540$307M2.16%-163,443Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,350,007$277M1.95%-167,147Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 824,514$262M1.84%-60,562Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 532,378$226M1.59%-85,010Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 736,734$224M1.57%-56,030Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 808,873$219M1.54%-16,832Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 866,070$205M1.44%-60,280Timeline
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,040 shares 107,040$158M1.11%newTimeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,550,689$132M0.93%-39,600Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,472,137 shares 1,472,137$95.8M0.67%newTimeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,782,384$94.1M0.66%-4,533,342Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295,652 shares; 2024Q4: 1,303,836 shares; 2025Q1: 1,438,345 shares; 2025Q2: 1,684,895 shares; 2025Q3: 1,645,335 shares; 2025Q4: 1,867,235 shares; 2026Q1: 1,760,835 shares 1,760,835$93M0.65%-106,400Timeline
FDSFACTSET RESH SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,003 shares; 2024Q4: 293,088 shares; 2025Q1: 349,578 shares; 2025Q2: 380,459 shares; 2025Q3: 419,484 shares; 2025Q4: 412,864 shares; 2026Q1: 387,784 shares 387,784$84.1M0.59%-25,080Timeline
FSSFEDERAL SIGNAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 23,186$2.51M0.02%-162,298Timeline
HLIHOULIHAN LOKEY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,294$1.91M0.01%-61,201Timeline
JBTMJBT MAREL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,929$1.65M0.01%-70,500Timeline
HAYWHAYWARD HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 103,168$1.38M0.01%-492,032Timeline
JKHYHENRY JACK & ASSOC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,600$1.36M0.01%-51,600Timeline
MEDPMEDPACE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,640$1.27M0.01%-22,060Timeline
IPARINTERPARFUMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,701$1.24M0.01%-97,151Timeline
DCIDONALDSON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,228$1.21M0.01%-125,133Timeline
EXPOEXPONENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 16,994$1.11M0.01%-122,500Timeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 21,300$1.08M0.01%-109,500Timeline
WDFCWD 40 COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,239$1.07M0.01%-38,371Timeline
WHWYNDHAM HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,150$1.07M0.01%-143,500Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 19,869$724K0.01%-203,300Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,510$602K<0.01%-46,100Timeline
POWIPOWER INTEGRATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,100 shares; 2024Q4: 79,100 shares; 2025Q1: 79,100 shares; 2025Q2: 79,100 shares; 2025Q3: 79,100 shares; 2025Q4: 79,100 shares; 2026Q1: 8,500 shares 8,500$435K<0.01%-70,600Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
ORCLORACLE CORP1,800,309$351Mshares

How Q1 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 0001172661-26-001582 base2026-05-01acceptance time not in the bulk data set