TRINITY STREET ASSET MANAGEMENT LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | INFY | 10.47M | $170.37M |
 | HDB | 6.13M | $209.52M |
 | RYAAY | 3.74M | $224.96M |
 | TSM | 992K | $276.99M |
 | ICLR | 871K | $152.42M |
 | AXTA | 771K | $22.06M |
 | CTSH | 336K | $22.56M |
 | UBER | 302K | $29.59M |
 | GOOGL | 197K | $47.80M |
 | NUE | 168K | $22.75M |
 | AMZN | 155K | $34.00M |
 | DHI | 148K | $25.14M |
 | CLH | 121K | $28.01M |
 | EFX | 104K | $26.79M |
 | CI | 79K | $22.82M |
 | MSFT | 79K | $40.84M |
 | KB | 66K | $5.44M |
 | CACI | 55K | $27.29M |
 | NOC | 48K | $29.37M |
 | INTU | 41K | $27.84M |
Infosys Limited
INFY
Shares Held
10.47M
Value
$170.37M
HDFC Bank Limited
HDB
Shares Held
6.13M
Value
$209.52M
Ryanair Holdings plc
RYAAY
Shares Held
3.74M
Value
$224.96M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
992K
Value
$276.99M
ICON Public Limited Company
ICLR
Shares Held
871K
Value
$152.42M
Axalta Coating Systems Ltd.
AXTA
Shares Held
771K
Value
$22.06M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
336K
Value
$22.56M
Uber Technologies, Inc.
UBER
Shares Held
302K
Value
$29.59M
Alphabet Inc.
GOOGL
Shares Held
197K
Value
$47.80M
Nucor Corporation
NUE
Shares Held
168K
Value
$22.75M
Amazon.com, Inc.
AMZN
Shares Held
155K
Value
$34.00M
D.R. Horton, Inc.
DHI
Shares Held
148K
Value
$25.14M
Clean Harbors, Inc.
CLH
Shares Held
121K
Value
$28.01M
Equifax Inc.
EFX
Shares Held
104K
Value
$26.79M
Cigna Corporation
CI
Shares Held
79K
Value
$22.82M
Microsoft Corporation
MSFT
Shares Held
79K
Value
$40.84M
KB Financial Group Inc.
KB
Shares Held
66K
Value
$5.44M
CACI International Inc
CACI
Shares Held
55K
Value
$27.29M
Northrop Grumman Corporation
NOC
Shares Held
48K
Value
$29.37M
Intuit Inc.
INTU
Shares Held
41K
Value
$27.84M