StockDriftsStockDriftsTop 43 PineStone Asset Management Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 12.56% | 5.29M | $1.79B | -15.34%(-958.07K) | $134.28(+197.74%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 10.46% | 5.17M | $1.49B | -9.96%(-572.26K) | $150.67(+167.22%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 7.46% | 2.87M | $1.06B | -2.23%(-65.33K) | $375.92(+7.79%) | 2026-03-31 | |
| MCO | MOODYS CORP | 7.21% | 2.35M | $1.03B | -1.09%(-25.98K) | $402.82(+8.81%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 6.36% | 1.81M | $904.6M | +6.67%(+113.25K) | $463.62(+5.83%) | 2026-03-31 | |
| AZO | AUTOZONE INC | 6.1% | 256.8K | $867.6M | -4.58%(-12.33K) | $2936.48(+14.65%) | 2026-03-31 | |
| CME | CME GROUP INC | 5.39% | 2.59M | $766.3M | -0.72%(-18.83K) | $220.10(+35.00%) | 2026-03-31 | |
| TJX | TJX COS INC NEW | 4.39% | 3.91M | $624.2M | -7.52%(-317.98K) | $100.06(+46.95%) | 2026-03-31 | |
| SHW | SHERWIN WILLIAMS CO | 3.75% | 1.67M | $534.2M | -3.06%(-52.63K) | $306.73(-0.13%) | 2026-03-31 | |
| MSCI | MSCI INC | 3.7% | 976.8K | $526.5M | -2.41%(-24.17K) | $543.99(+4.95%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.59% | +50.47% |
| Top 20 Holdings Unweighted | +10.76% | +35.88% |
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