Portfolio (Quarterly) Guide ↗

PineStone Asset Management Inc.

· CIK 0001904893

13F Portfolio $16.2B AUM 44 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 4 New 8 Added 31 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SUNB	SUNBELT RENTALS HOLDINGS INC	Financial Services	1,472,137	$95.8M	0.67%	SOLD
2	NKE	NIKE INC	Consumer Cyclical	1,760,835	$93.0M	0.65%	SOLD
3	FDS	FACTSET RESH SYS INC	Financial Services	387,784	$84.1M	0.59%	SOLD
4	POWI	POWER INTEGRATIONS INC	Technology	8,500	$435K	0.00%	SOLD

Sector Allocation

Technology 26.8%

Financial Services 23.2%

Consumer Cyclical 14.8%

Communication Services 10.2%

Industrials 9.2%

Healthcare 7.4%

Basic Materials 5.8%

Consumer Defensive 2.7%