Filed. PineStone Asset Management submitted its 13F-HR for the quarter ended Sep 30, 2026 on Oct 16, 2026. EDGAR accession 0001172661-26-004579. Its Q3 positions join the fund page once the complete quarter dataset is integrated; season aggregates are on the Q3 2026 season tracker.
From the fund's 2026 Q2 Form 13F (filed Jul 13, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| TSM · TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 4,959,994 | 14.63% |
| GOOGL · Alphabet Inc. | 4,607,821 | 10.17% |
| MCO · MOODYS CORP /DE/ | 2,283,961 | 6.39% |
| MSFT · MICROSOFT CORP | 2,586,687 | 5.96% |
| MA · Mastercard Inc | 1,832,012 | 5.81% |
| AZO · AUTOZONE INC | 244,260 | 4.82% |
| AMZN · AMAZON COM INC | 2,778,800 | 4.09% |
| KLAC · KLA CORP | 2,169,700 | 4.04% |
| CME · CME GROUP INC. | 2,719,347 | 3.71% |
| TJX · TJX COMPANIES INC /DE/ | 3,754,345 | 3.51% |
Largest increase 2026 Q1 → 2026 Q2: KLAC (+1927.0% of shares). New position in 2026 Q2: LIN (2.47% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: WH (-49.4% of shares). Exited in 2026 Q2: FDS, NKE, POWI and 1 more.
Full record: PineStone Asset Management fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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