The Analysis of Trinity Street Asset Management LLP's Holdings


Currently, Trinity Street Asset Management LLP holds 22 types of securities in its portfolio with a total value $1.6B. In the most recent quarter, they have increased their positions in ICLR (+201.5K shares, valued at $36.7M), N/A (+143.9K shares, valued at $26.6M), AMD (+35.6K shares, valued at $7.6M); decreased their positions in N/A (-47.6K shares, valued at $14.9M), TSM (-24.9K shares, valued at $7.6M), RYAAY (-55.3K shares, valued at $4.0M); initiated new positions in N/A (+143.9K shares, valued at $26.6M), AMD (+35.6K shares, valued at $7.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD966.8K shares-2.51%2025-12-312026-01-22history
RYAAY RYANAIR HOLDINGS PLC3.7M shares-1.48%2025-12-312026-01-22history
HDB HDFC BANK LTD6.1M shares-1.09%2025-12-312026-01-22history
ICLR ICON PLC1.1M shares23.13%2025-12-312026-01-22history
INFY INFOSYS LTD10.3M shares-1.98%2025-12-312026-01-22history
ALPHABET INC ALPHABET INC149.0K shares-24.23%2025-12-312026-01-22history
MSFT MICROSOFT CORP74.8K shares-5.06%2025-12-312026-01-22history
AMZN AMAZON COM INC147.8K shares-4.55%2025-12-312026-01-22history
Sponsored
CACI CACI INTL INC53.8K shares-1.59%2025-12-312026-01-22history
CTSH COGNIZANT TECHNOLOGY SOLUTIO332.8K shares-1.03%2025-12-312026-01-22history
CLH CLEAN HARBORS INC117.2K shares-2.84%2025-12-312026-01-22history
COHERENT CORP COHERENT CORP143.9K sharesnew addition2025-12-312026-01-22history
NOC NORTHROP GRUMMAN CORP46.1K shares-4.30%2025-12-312026-01-22history
NUE NUCOR CORP159.9K shares-4.80%2025-12-312026-01-22history
INTU INTUIT38.8K shares-4.88%2025-12-312026-01-22history
UBER UBER TECHNOLOGIES INC289.1K shares-4.29%2025-12-312026-01-22history
Sponsored
EFX EQUIFAX INC108.4K shares3.79%2025-12-312026-01-22history
DHI D R HORTON INC160.2K shares8.00%2025-12-312026-01-22history
CNH CNH INDL N V2.4M shares28.85%2025-12-312026-01-22history
CIGNA CORP NEW CIGNA CORP NEW75.8K shares-4.30%2025-12-312026-01-22history
AMD ADVANCED MICRO DEVICES INC35.6K sharesnew addition2025-12-312026-01-22history
KB KB FINANCIAL GROUP INC60.8K shares-7.47%2025-12-312026-01-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available