Institutions / Trinity Street Asset Management LLP
Trinity Street Asset Management LLP
CIK 1592579 · Institution · as of Dec 31, 2025
Portfolio value
$1.59B
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Taiwan Semiconductor Manufacturing Co LtdTSM | $293.81M | 18.5% |
| Ryanair Holdings PLC | $265.68M | 16.7% |
| Hdfc Bank LtdHDB | $221.69M | 13.9% |
| ICON plc | $195.42M | 12.3% |
| Infosys LtdINFY | $182.90M | 11.5% |
| Alphabet Inc. | $46.64M | 2.9% |
| Microsoft Corp | $36.20M | 2.3% |
| Amazon.com Inc | $34.12M | 2.1% |
| Caci International Inc /De | $28.69M | 1.8% |
| Cognizant Technology Solutions Corp | $27.62M | 1.7% |
| Clean Harbors Inc | $27.48M | 1.7% |
| Coherent Corp | $26.56M | 1.7% |
| Northrop Grumman Corp | $26.31M | 1.7% |
| Nucor Corp | $26.09M | 1.6% |
| Intuit Inc. | $25.69M | 1.6% |
| Uber Technologies, Inc | $23.62M | 1.5% |
| Equifax Inc | $23.52M | 1.5% |
| Horton D R Inc /De | $23.08M | 1.5% |
| CNH Industrial N.V. | $22.51M | 1.4% |
| Cigna Group | $20.86M | 1.3% |
| Advanced Micro Devices Inc | $7.62M | 0.5% |
| Kb Financial Group Inc | $5.23M | 0.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.