PineStone Asset Management Inc.

FundMontreal · 2 holdings reports on file, from 2026 · Not one of the 16 funds we watch

$16.2B

Reported value of US stock holdings on Jun 30, the filing's own figure

44 positions · filed Jul 13, 13 days after the quarter ended

Not watched

Aeon posts holdings changes on the feed for the 16 watched managers; this fund's holdings are shown here each quarter.

Why no record

A holdings report says nothing about how a manager has done, because it gives no prices. That is why managers are never ranked.

What changed last quarter

Quarter ended Jun 30 · filed Jul 13 · against the report before it

New positions

no ticker LINDE PLC 770K shares2.5% of this fund's holdings

no ticker AON PLC 799K shares1.6% of this fund's holdings

CNI CANADIAN NATL RY CO 2.0M shares1.5% of this fund's holdings

no ticker STEVANATO GROUP S P A 38,135 sharesunder 0.1% of this fund's holdings

Sold out

SUNB SUNBELT RENTALS HOLDINGS INC All 1.5M shares

NKE NIKE INC All 1.8M shares

FDS FACTSET RESH SYS INC All 388K shares

POWI POWER INTEGRATIONS INC All 8,500 shares

Added to

6, biggest 4

AMZN AMAZON COM INC +1.3M shares+84%

KLAC KLA CORP +2.1M shares+1927%

CME CME GROUP INC +125K shares+5%

ADI ANALOG DEVICES INC +59,479 shares+7%

Trimmed

31, biggest 4

TSM TAIWAN SEMICONDUCTOR MANUFAC −328K shares−6%

GOOGL ALPHABET INC −567K shares−11%

MCO MOODYS CORP −65,823 shares−3%

MSFT MICROSOFT CORP −279K shares−10%

Top holdings

Reference, not news

Top holdings · 44 positionsSwipe →

#TickerCompanyShares Share of this fund's holdingsvs last quarter

1 TSM TAIWAN SEMICONDUCTOR MANUFAC 5.0M 14.6% −6%

2 GOOGL ALPHABET INC 4.6M 10.2% −11%

3 MCO MOODYS CORP 2.3M 6.4% −3%

4 MSFT MICROSOFT CORP 2.6M 6.0% −10%

5 MA MASTERCARD INCORPORATED 1.8M 5.8% +1%

6 AZO AUTOZONE INC 244K 4.8% −5%

7 AMZN AMAZON COM INC 2.8M 4.1% +84%

8 KLAC KLA CORP 2.2M 4.0% +1927%

Ranked by value in the report. Share of this fund's holdings means the position's value as a share of the fund's reported total. It is not a share of any company; that is what a stake percent means.