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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in INFY
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,819,756 | 14,938,546 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $182,900,987 | 10,263,804 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $170,372,932 | 10,471,600 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $207,185,783 | 11,181,100 | Shares | Sole | 2025-07-23 | |
| No 13F history on record for this holder in this stock. | ||||||