Holdings
Trinity Street Asset Management LLP
As of Sep 30, 2026, Trinity Street Asset Management LLP reported 21 positions worth US$1.32B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Ryanair Holdings Plc and Hdfc Bank Limited. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 856K | US$390M | −75,280 | Sep 30, 2026 |
| Ryanair Holdings Plc | 3.73M | US$205M | new | Sep 30, 2026 |
| Hdfc Bank Limited | 6.5M | US$145M | +7,100 | Sep 30, 2026 |
| Infosys Limited | 12.8M | US$138M | −297K | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 137K | US$47M | −2,559 | Sep 30, 2026 |
| Microsoft Corp. | 88,192 | US$45.2M | −1,655 | Sep 30, 2026 |
| Amazon.com, Inc. | 144K | US$36M | −2,702 | Sep 30, 2026 |
| Nucor Corporation | 146K | US$34.1M | −2,728 | Sep 30, 2026 |
| Interactive Brokers Group, Inc. | 350K | US$29.9M | new | Sep 30, 2026 |
| Clean Harbors, Inc. | 92,837 | US$28.8M | −5,088 | Sep 30, 2026 |