Trinity Street Asset Management LLP
Trinity Street Asset Management LLP reported 23 positions worth $1.94B as of June 30, 2026 (13F filed July 10, 2026). Largest holding: TSM (22.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TSM | SH | $444.5M | 22.89% | 930,851 | — | — | |
| ▸ 2 | ICLR | SH | $266.7M | 13.74% | 1,535,462 | — | — | |
| ▸ 3 | SW | SH | $243.4M | 12.53% | 5,261,555 | — | — | |
| ▸ 4 | RYAAY | SH | $231.0M | 11.90% | 3,567,449 | — | — | |
| ▸ 5 | HDB | SH | $167.7M | 8.64% | 6,493,800 | — | — | |
| ▸ 6 | INFY | SH | $137.2M | 7.07% | 13,079,146 | — | — | |
| ▸ 7 | GOOGL | SH | $49.7M | 2.56% | 139,098 | — | — | |
| ▸ 8 | AMZN | SH | $35.0M | 1.80% | 146,998 | — | — | |
| ▸ 9 | MSFT | SH | $33.5M | 1.73% | 89,847 | — | — | |
| ▸ 10 | NUE | SH | $33.1M | 1.70% | 148,518 | — | — |
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Frequently Asked Questions
What stocks does Trinity Street Asset Management LLP hold as of Q2 2026?
Trinity Street Asset Management LLP reported 23 positions worth $1.94B in its Q2 2026 13F filing. Largest positions: TSM (22.9%), ICLR (13.7%), SW (12.5%), RYAAY (11.9%) and HDB (8.6%).
What did Trinity Street Asset Management LLP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Trinity Street Asset Management LLP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.