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Trinity Street Asset Management LLP Portfolio
$1.9B across 24 positions as of 2026-09-30, with 83% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $390.3M | 20.9% | 855,571 |
| SMURFIT WESTROCK PLC | $259.6M | 13.9% | 5,886,975 |
| ICON PLC | $252.8M | 13.5% | 1,487,375 |
| RYAAYRyanair Holdings PLC | $205.3M | 11.0% | 3,731,349 |
| HDBHDFC Bank Ltd | $145.2M | 7.8% | 6,500,900 |
| INFYInfosys Ltd | $137.5M | 7.4% | 12,781,846 |
| GOOGLAlphabet Inc | $47M | 2.5% | 136,539 |
| MSFTMicrosoft Corp | $45.2M | 2.4% | 88,192 |
| CNH INDL N V | $36.2M | 1.9% | 2,819,082 |
| AMZNAmazon.com Inc | $36M | 1.9% | 144,296 |
| NUENucor Corp | $34.1M | 1.8% | 145,790 |
| IBKRInteractive Brokers Group Inc | $29.9M | 1.6% | 350,499 |
| CLHClean Harbors Inc | $28.8M | 1.5% | 92,837 |
| COHRCoherent Corp | $26.6M | 1.4% | 92,375 |
| AMDAdvanced Micro Devices Inc | $26.4M | 1.4% | 43,100 |
| UBERUber Technologies Inc | $25.7M | 1.4% | 375,189 |
| EFXEquifax Inc | $23M | 1.2% | 167,461 |
| NOCNorthrop Grumman Corp | $20.5M | 1.1% | 42,457 |
| QCOMQualcomm Inc | $20.2M | 1.1% | 109,666 |
| DHID.R. Horton Inc | $20.1M | 1.1% | 147,417 |
| SAROStandardAero, Inc. | $19.9M | 1.1% | 931,627 |
| CICigna Group | $18.9M | 1.0% | 69,711 |
| KBKB Financial Group Inc | $17.8M | 1.0% | 144,483 |
| CTSHCognizant Technology Solutions Corp | $864.5K | 0.0% | 15,050 |
Quarter ending 2026-09-30.
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