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Trinity Street Asset Management LLP 13F holdings

Filed 2026-07-10 · Trinity Street Asset Management LLP · 23 positions · $1.9B

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TickerCompanySharesValue% of portfolio
TSMTAIWAN SEMICONDUCTOR MFG LTD930.9K$444.5M22.9%
—ICON PLC1.5M$266.7M13.7%
—SMURFIT WESTROCK PLC5.3M$243.4M12.5%
RYAAYRYANAIR HOLDINGS PLC3.6M$231.0M11.9%
HDBHDFC BANK LTD6.5M$167.7M8.6%
INFYINFOSYS LTD13.1M$137.2M7.1%
GOOGLALPHABET INC139.1K$49.7M2.6%
AMZNAMAZON COM INC147.0K$35.0M1.8%
MSFTMICROSOFT CORP89.8K$33.5M1.7%
NUENUCOR CORP148.5K$33.1M1.7%
COHRCOHERENT CORP82.5K$32.5M1.7%
—CNH INDL N V2.7M$30.0M1.5%
CLHCLEAN HARBORS INC97.9K$29.3M1.5%
SAROSTANDARDAERO INC949.5K$28.4M1.5%
AMDADVANCED MICRO DEVICES INC48.7K$28.3M1.5%
DHID R HORTON INC150.2K$24.5M1.3%
UBERUBER TECHNOLOGIES INC322.5K$23.3M1.2%
EFXEQUIFAX INC145.5K$23.1M1.2%
NOCNORTHROP GRUMMAN CORP43.2K$22.0M1.1%
CICIGNA CORP NEW71.0K$19.6M1.0%
KBKB FINANCIAL GROUP INC146.7K$15.4M0.8%
CTSHCOGNIZANT TECHNOLOGY SOLUTIO312.0K$12.1M0.6%
ISRGINTUIT44.0K$11.5M0.6%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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