TRINITY STREET ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | INFY | 13.08M | $137.20M |
 | HDB | 6.49M | $167.73M |
 | SW | 5.26M | $243.40M |
 | RYAAY | 3.57M | $230.99M |
 | ICLR | 1.54M | $266.73M |
 | SARO | 949K | $28.40M |
 | TSM | 931K | $444.55M |
 | UBER | 323K | $23.27M |
 | CTSH | 312K | $12.08M |
 | DHI | 150K | $24.46M |
 | NUE | 149K | $33.08M |
 | AMZN | 147K | $35.04M |
 | KB | 147K | $15.39M |
 | EFX | 146K | $23.10M |
 | GOOGL | 139K | $49.71M |
 | CLH | 98K | $29.26M |
 | MSFT | 90K | $33.51M |
 | COHR | 82K | $32.54M |
 | CI | 71K | $19.58M |
 | AMD | 49K | $28.29M |
Infosys Limited
INFY
Shares Held
13.08M
Value
$137.20M
HDFC Bank Limited
HDB
Shares Held
6.49M
Value
$167.73M
Smurfit Westrock plc
SW
Shares Held
5.26M
Value
$243.40M
Ryanair Holdings plc
RYAAY
Shares Held
3.57M
Value
$230.99M
ICON Public Limited Company
ICLR
Shares Held
1.54M
Value
$266.73M
StandardAero, Inc.
SARO
Shares Held
949K
Value
$28.40M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
931K
Value
$444.55M
Uber Technologies, Inc.
UBER
Shares Held
323K
Value
$23.27M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
312K
Value
$12.08M
D.R. Horton, Inc.
DHI
Shares Held
150K
Value
$24.46M
Nucor Corporation
NUE
Shares Held
149K
Value
$33.08M
Amazon.com, Inc.
AMZN
Shares Held
147K
Value
$35.04M
KB Financial Group Inc.
KB
Shares Held
147K
Value
$15.39M
Equifax Inc.
EFX
Shares Held
146K
Value
$23.10M
Alphabet Inc.
GOOGL
Shares Held
139K
Value
$49.71M
Clean Harbors, Inc.
CLH
Shares Held
98K
Value
$29.26M
Microsoft Corporation
MSFT
Shares Held
90K
Value
$33.51M
Coherent, Inc.
COHR
Shares Held
82K
Value
$32.54M
Cigna Corporation
CI
Shares Held
71K
Value
$19.58M
Advanced Micro Devices, Inc.
AMD
Shares Held
49K
Value
$28.29M