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PineStone Asset Management Inc.
insider · portofoliu $15.4 mld. · 43 poziții · raport la 30.09.2026
Poziții în Acțiuni raport pentru 30.09.2026, depus 16.10.2026; modificare — față de 30.06.2026 · 45
| Companie | Acțiuni | Valoare | % din portofoliu | Modificare Trimestrială |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac… US:TSM · certificat de depozit | 4 631 892 | $2.11 mld. | 13.76% | −328 102 |
| Alphabet Inc. US:GOOGL | 4 300 481 | $1.48 mld. | 9.64% | −307 340 |
| Microsoft Corporation US:MSFT | 2 437 447 | $1.25 mld. | 8.14% | −149 240 |
| Moodys Corporation US:MCO | 2 219 616 | $1.01 mld. | 6.56% | −64 345 |
| Mastercard Inc US:MA | 1 788 772 | $986 mil. | 6.42% | −43 240 |
| Amazon.com, Inc. US:AMZN | 2 909 610 | $725 mil. | 4.72% | +130 810 |
| CME GROUP INC. US:CME | 2 610 147 | $684 mil. | 4.45% | −109 200 |
| AutoZone Inc US:AZO | 237 220 | $671 mil. | 4.37% | −7 040 |
| Sherwin-Williams Co US:SHW | 1 524 908 | $493 mil. | 3.21% | −39 720 |
| The TJX Companies Inc US:TJX | 3 658 345 | $484 mil. | 3.15% | −96 000 |
| MSCI Inc US:MSCI | 891 110 | $480 mil. | 3.13% | −52 440 |
| Mettler-Toledo International… US:MTD | 317 302 | $479 mil. | 3.12% | −8 818 |
| KLA Corporation US:KLAC | 2 418 400 | $471 mil. | 3.07% | +248 700 |
| Johnson & Johnson US:JNJ | 1 636 744 | $433 mil. | 2.82% | −97 100 |
| LINDE PLC CUSIP G54950103 | 810 807 | $385 mil. | 2.51% | +41 024 |
| Analog Devices Inc US:ADI | 878 833 | $349 mil. | 2.27% | −5 160 |
| Carrier Global Corp US:CARR | 6 128 808 | $336 mil. | 2.19% | −204 600 |
| UNITEDHEALTH GROUP INC US:UNH | 828 322 | $304 mil. | 1.98% | +20 800 |
| PepsiCo Inc US:PEP | 2 111 258 | $268 mil. | 1.74% | −71 200 |
| Otis Worldwide Corp US:OTIS | 4 044 954 | $260 mil. | 1.69% | −245 500 |
| S&P Global Inc US:SPGI | 633 265 | $250 mil. | 1.63% | −27 960 |
| Graco Inc US:GGG | 3 074 289 | $236 mil. | 1.54% | −111 500 |
| Canadian National Railway Co… US:CNI | 1 914 655 | $228 mil. | 1.48% | −119 700 |
| AON PLC CUSIP G0403H108 | 735 173 | $204 mil. | 1.33% | −64 120 |
| Hilton Worldwide Holdings In… US:HLT | 607 594 | $193 mil. | 1.26% | −53 120 |
| Copart Inc US:CPRT | 6 025 813 | $164 mil. | 1.07% | −1 887 894 |
| Broadcom Inc. US:AVGO | 361 120 | $127 mil. | 0.83% | nouă |
| Colgate-Palmolive Company US:CL | 1 368 699 | $117 mil. | 0.76% | −94 100 |
| HDFC Bank Limited ADR US:HDB · certificat de depozit | 4 878 732 | $109 mil. | 0.71% | +498 886 |
| Lowe's Companies Inc US:LOW | 306 642 | $56.5 mil. | 0.37% | −464 300 |
| Federal Signal Corporation US:FSS | 15 386 | $1.70 mil. | 0.01% | −600 |
| HOULIHAN LOKEY, INC. US:HLI | 10 194 | $1.29 mil. | 0.01% | +1 400 |
| Hayward Holdings Inc US:HAYW | 76 868 | $941 mii | 0.01% | +11 300 |
| JBTMarel Corp US:JBTM | 8 829 | $932 mii | 0.01% | +600 |
| Jack Henry & Associates Inc US:JKHY | 6 500 | $931 mii | 0.01% | — |
| Medpace Holdings, Inc. US:MEDP | 1 480 | $924 mii | 0.01% | −280 |
| STEVANATO GROUP S P A CUSIP T9224W109 | 41 335 | $867 mii | 0.01% | +3 200 |
| Inter Parfums Inc US:IPAR | 7 601 | $843 mii | 0.01% | −2 100 |
| Exponent Inc US:EXPO | 11 794 | $772 mii | 0.01% | — |
| Donaldson Company Inc US:DCI | 8 328 | $725 mii | 0.00% | — |
| WD-40 Company US:WDFC | 3 039 | $614 mii | 0.00% | −400 |
| Trex Company Inc US:TREX | 11 269 | $491 mii | 0.00% | −800 |
| Simpson Manufacturing Compan… US:SSD | 1 810 | $309 mii | 0.00% | −200 |
| Floor & Decor Holdings Inc US:FND | 0 (era 14 300) | — | — | vândută |
| Wyndham Hotels & Resorts Inc US:WH | 0 (era 6 650) | — | — | vândută |
În companiile din baza noastră de date 3
| Companie | Participație | Acțiuni | Data Raportului |
|---|---|---|---|
| Graco Inc | 1.97% | 3 185 789 | 2026-06-30 |
| Howden Joinery Group Plc | — | 26 810 404 | 2026-04-14 |
| InterContinental Hotels Grou… | — | 10 314 124 | 2026-09-11 |
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