PineStone Asset Management Inc.
CIK 1904893
13F filing for Q2 2026・No. 418
- Holdings
- US$16.19B
- Quarter change
- +US$1.96B
- Entries
- 44
- Net bought (estimate)
- +US$901.3M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 4
- Cut 32
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
44 stocks worth US$16.19B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | Cut | 4,959,994 | US$2.37B | 14.63% |
| GOOGLAlphabetCAP STK CL A | Cut | 4,607,821 | US$1.65B | 10.17% |
| MCOMOODYS CORPCOM | Cut | 2,283,961 | US$1.03B | 6.39% |
| MSFTMicrosoftCOM | Cut | 2,586,687 | US$964.89M | 5.96% |
| MAMASTERCARD INCORPORATEDCL A | Added | 1,832,012 | US$940.92M | 5.81% |
| AZOAUTOZONE INCCOM | Cut | 244,260 | US$780.64M | 4.82% |
| AMZNAmazonCOM | Added | 2,778,800 | US$662.3M | 4.09% |
| KLACKLA CORPCOM NEW | Added | 2,169,700 | US$654.62M | 4.04% |
| CMECME GROUP INCCOM | Added | 2,719,347 | US$600.51M | 3.71% |
| TJXTJX COS INC NEWCOM | Cut | 3,754,345 | US$568.78M | 3.51% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.