Stock Taper

TRINITY STREET ASSET MANAGEMENT LLP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Infosys LimitedINFY13.08M$137.2M
HDFC Bank LimitedHDB6.49M$167.73M
Smurfit Westrock plcSW5.26M$243.4M
Ryanair Holdings plcRYAAY3.57M$230.99M
ICON Public Limited CompanyICLR1.54M$266.73M
StandardAero, Inc.SARO949.49K$28.4M
Taiwan Semiconductor Manufacturing Company LimitedTSM930.85K$444.55M
Uber Technologies, Inc.UBER322.53K$23.27M
Cognizant Technology Solutions CorporationCTSH311.96K$12.08M
D.R. Horton, Inc.DHI150.16K$24.46M
Nucor CorporationNUE148.52K$33.08M
Amazon.com, Inc.AMZN147K$35.04M
KB Financial Group Inc.KB146.67K$15.39M
Equifax Inc.EFX145.54K$23.1M
Alphabet Inc.GOOGL139.1K$49.71M
Clean Harbors, Inc.CLH97.92K$29.26M
Microsoft CorporationMSFT89.85K$33.51M
Coherent, Inc.COHR82.48K$32.54M
Cigna CorporationCI71.01K$19.58M
Advanced Micro Devices, Inc.AMD48.7K$28.29M