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Free — 5 of 38

Data as of Q4 2025

All position changes for PineStone Asset Management Inc.. Excludes unchanged positions.

Unique Stocks

Quarters

New Positions

Exits

5 position changes

Per page:

Quarter	Stock	Action	Shares	Change	Value	Weight	Conviction
2025-Q4	TSM TAIWAN SEMICONDUCTOR MFG LTD	Decreased	6.2M	-4.6%	$1.9B	11.8%	0
2025-Q4	GOOGL Alphabet Inc	Decreased	5.7M	-10.2%	$1.8B	11.2%	0
2025-Q4	MSFT Microsoft Corp	Increased	2.9M	+0.8%	$1.4B	8.8%	63
2025-Q4	MCO Moody's Corp	Increased	2.4M	+4.9%	$1.2B	7.5%	66
2025-Q4	MA Mastercard Inc	Increased	1.7M	+7.0%	$968.9M	6.0%	67
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