Trinity Street Asset Management LLP: 13F holdings
CIK 15925792026Q2
| Positions | 23 |
|---|---|
| Reported value | $1.9bn |
| Filed | 2026-07-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MFG LTD | 930,851 | $444.5m | 22.9% |
| ICON PLC | 1,535,462 | $266.7m | 13.7% |
| SMURFIT WESTROCK PLC | 5,261,555 | $243.4m | 12.5% |
| RYAAY RYANAIR HOLDINGS PLC | 3,567,449 | $231.0m | 11.9% |
| HDB HDFC BANK LTD | 6,493,800 | $167.7m | 8.6% |
| INFY INFOSYS LTD | 13,079,146 | $137.2m | 7.1% |
| GOOGL ALPHABET INC | 139,098 | $49.7m | 2.6% |
| AMZN AMAZON COM INC | 146,998 | $35.0m | 1.8% |
| MSFT MICROSOFT CORP | 89,847 | $33.5m | 1.7% |
| NUE NUCOR CORP | 148,518 | $33.1m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1592579")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.