PineStone Asset Management Inc.: 13F holdings
CIK 19048932026Q2
| Positions | 44 |
|---|
| Reported value | $16.2bn |
|---|
| Filed | 2026-07-13 |
|---|
Change since last quarter
| Positions | 44 (+0 vs prior quarter) |
|---|
| Reported value | $16.2bn (+13.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 4,959,994 | $2.4bn | 14.6% |
| GOOGL ALPHABET INC | 4,607,821 | $1.6bn | 10.2% |
| MCO MOODYS CORP | 2,283,961 | $1.0bn | 6.4% |
| MSFT MICROSOFT CORP | 2,586,687 | $964.9m | 6.0% |
| MA MASTERCARD INCORPORATED | 1,832,012 | $940.9m | 5.8% |
| AZO AUTOZONE INC | 244,260 | $780.6m | 4.8% |
| AMZN AMAZON COM INC | 2,778,800 | $662.3m | 4.1% |
| KLAC KLA CORP | 2,169,700 | $654.6m | 4.0% |
| CME CME GROUP INC | 2,719,347 | $600.5m | 3.7% |
| TJX TJX COS INC NEW | 3,754,345 | $568.8m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1904893")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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