Trinity Street Asset Management LLP 13F Holdings

CIK 0001592579 · LONDON, X0

As of Sep 30, 2025, Trinity Street Asset Management LLP reported 21 positions worth .5B in its SEC Form 13F filing.

Top 21 holdings

SecurityTickerSectorSharesValue% of portfolio
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology991,764$277.0M18.88%
RYANAIR HOLDINGS PLCRYAAYIndustrials3,735,598$225.0M15.33%
HDFC BANK LTDHDBFinancial Services6,133,600$209.5M14.28%
INFOSYS LTDINFYTechnology10,471,600 70.4M11.61%
ICON PLCICLRHealthcare870,973 52.4M10.39%
ALPHABET INCGOOGLEquity196,640$47.8M3.26%
MICROSOFT CORPMSFTTechnology78,840$40.8M2.78%
AMAZON.COM INCAMZNEquity154,846$34.0M2.32%
UBER TECHNOLOGIES INCUBERTechnology302,034$29.6M2.02%
NORTHROP GRUMMAN CORPNOCIndustrials48,208$29.4M2.00%
CLEAN HARBORS INCCLHIndustrials120,603$28.0M1.91%
INTUIT INCINTUTechnology40,766$27.8M1.90%
CACI INTERNATIONAL INCCACITechnology54,707$27.3M1.86%
EQUIFAX INCEFXIndustrials104,444$26.8M1.83%
HORTON D R INCDHIConsumer Cyclical148,343$25.1M1.71%
CIGNA GROUPCIHealthcare79,181$22.8M1.56%
NUCOR CORPNUEBasic Materials168,016$22.8M1.55%
COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSHTechnology336,292$22.6M1.54%
AXALTA COATING SYSTEMS LTDAXTABasic Materials770,919$22.1M1.50%
CNH INDUSTRIAL NVCNHIndustrials1,894,902$20.6M1.40%
KB FINANCIAL GROUP INCKBFinancial Services65,665$5.4M0.37%