Trinity Street Asset Management LLP
Top Portfolio Positions
22 positions ·
$1,458,063,607 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
900,011 | $304,158,717 | 20.86% |
| INFY |
Infosys Ltd
Technology
|
14,938,546 | $201,819,756 | 13.84% |
| RYAAY |
Ryanair Holdings Plc
Industrials
|
3,456,749 | $199,800,092 | 13.70% |
| HDB |
Hdfc Bank Ltd
Financial Services
|
7,724,700 | $192,190,536 | 13.18% |
| ICLR |
Icon Plc
Healthcare
|
1,208,148 | $133,693,657 | 9.17% |
| GOOGL |
Alphabet Inc.
Communication Services
|
146,116 | $42,017,116 | 2.88% |
| MSFT |
Microsoft Corp
Technology
|
94,039 | $34,810,416 | 2.39% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
153,838 | $32,039,840 | 2.20% |
| CLH |
Clean Harbors Inc
Industrials
|
109,391 | $31,365,681 | 2.15% |
| NOC |
Northrop Grumman Corp /De/
Industrials
|
45,237 | $30,862,490 | 2.12% |
Holdings in HDB
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,190,536 | 7,724,700 | Shares | Sole | 2026-04-24 | |
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