Portfolio (Quarterly) Guide ↗

PineStone Asset Management Inc.

· CIK 0001904893

13F Portfolio $14.2B AUM 44 positions Filed May 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 2 Added 39 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	ORCL	ORACLE CORP	Technology	1,800,309	$350.9M	2.18%	SOLD

Sector Allocation

Financial Services 26.2%

Technology 23.0%

Consumer Cyclical 16.4%

Communication Services 10.5%

Industrials 9.2%

Healthcare 7.5%

Basic Materials 3.8%

Consumer Defensive 3.5%