Universe · entity
Trinity Street Asset Management LLP
Institutional manager (13F) · CIK 1592579
13F holdings · as of 2026-03-31 · top 22 · reported portfolio $1.5B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | TAIWAN SEMICONDUCTOR MFG LTD | $304M | 900,011 |
| 2 | INFOSYS LTD | $202M | 14,938,546 |
| 3 | RYANAIR HOLDINGS PLC | $200M | 3,456,749 |
| 4 | HDFC BANK LTD | $192M | 7,724,700 |
| 5 | ICON PLC | $134M | 1,208,148 |
| 6 | ALPHABET INC | $42M | 146,116 |
| 7 | MICROSOFT CORP | $35M | 94,039 |
| 8 | AMAZON COM INC | $32M | 153,838 |
| 9 | CLEAN HARBORS INC | $31M | 109,391 |
| 10 | NORTHROP GRUMMAN CORP | $31M | 45,237 |
| 11 | COHERENT CORP | $29M | 122,455 |
| 12 | NUCOR CORP | $27M | 156,826 |
| 13 | CNH INDL N V | $26M | 2,394,337 |
| 14 | STANDARDAERO INC | $26M | 994,658 |
| 15 | EQUIFAX INC | $26M | 141,803 |
| 16 | UBER TECHNOLOGIES INC | $24M | 337,572 |
| 17 | D R HORTON INC | $22M | 157,114 |
| 18 | COGNIZANT TECHNOLOGY SOLUTIO | $20M | 326,432 |
| 19 | INTUIT | $20M | 46,109 |
| 20 | CIGNA CORP NEW | $20M | 74,304 |
| 21 | ADVANCED MICRO DEVICES INC | $10M | 50,963 |
| 22 | KB FINANCIAL GROUP INC | $6M | 60,763 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.