PineStone Asset Management Inc.
SEC Form 13F institutional filer · CIK 0001904893
13F-HR · 26 reported holdings · 2026-03-31
PineStone Asset Management Inc. is an asset manager.
Reported long-US-equity value
$11.93B
Top-10 concentration
69.0%
PineStone Asset Management Inc. — $11.9B AUM allocation strategy
PineStone Asset Management Inc. files SEC Form 13F and reports $11.9B of long US equity value across 26 reported holdings for 2026-03-31.
Its largest sector bet is Financials 29.0%, followed by Consumer Discretionary 17.0% and Communication Services 12.5%.
The top 10 holdings account for 69% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
PineStone Asset Management Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$11.9B
total across 26 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
69% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$CARR −581K sh · −$7.87M−$GOOG −572K sh · −$311M−$TJX −318K sh · −$25M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Financial Exchanges & Data21.3%—
- Interactive Media & Services12.5%—
- Systems Software8.9%—
- Transaction & Payment Processing Services7.5%—
- Automotive Retail7.3%—
- Apparel Retail5.2%—
- Specialty Chemicals4.4%—
- Pharmaceuticals3.7%—
- Other holdings29.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $GOOG | Alphabet Inc. Class C Capital Stock | 5.17M | $1.49B | -572K | 12.5% |
| $MSFT | Microsoft Corporation | 2.87M | $1.06B | -65.3K | 8.9% |
| $MCO | Moody's Corporation | 2.35M | $1.03B | -26K | 8.6% |
| $MA | Mastercard Incorporated | 1.81M | $905M | +113K | 7.6% |
| $AZO | AutoZone Inc | 257K | $868M | -12.3K | 7.3% |
| $CME | CME Group Inc | 2.59M | $766M | -18.8K | 6.4% |
| $TJX | TJX Companies Inc | 3.91M | $624M | -318K | 5.2% |
| $SHW | Sherwin-Williams Company | 1.67M | $534M | -52.6K | 4.5% |
| $MSCI | MSCI Inc | 977K | $526M | -24.2K | 4.4% |
| $JNJ | Johnson & Johnson | 1.79M | $437M | -279K | 3.7% |
…and 16 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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