TRINITY STREET ASSET MANAGEMENT LLP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | INFY | 10.26M | $182.90M |
 | HDB | 6.07M | $221.69M |
 | RYAAY | 3.68M | $265.68M |
 | ICLR | 1.07M | $195.42M |
 | TSM | 967K | $293.81M |
 | CTSH | 333K | $27.62M |
 | UBER | 289K | $23.62M |
 | DHI | 160K | $23.08M |
 | NUE | 160K | $26.09M |
 | GOOGL | 149K | $46.64M |
 | AMZN | 148K | $34.12M |
 | COHR | 144K | $26.56M |
 | CLH | 117K | $27.48M |
 | EFX | 108K | $23.52M |
 | CI | 76K | $20.86M |
 | MSFT | 75K | $36.20M |
 | KB | 61K | $5.23M |
 | CACI | 54K | $28.69M |
 | NOC | 46K | $26.31M |
 | INTU | 39K | $25.69M |
Infosys Limited
INFY
Shares Held
10.26M
Value
$182.90M
HDFC Bank Limited
HDB
Shares Held
6.07M
Value
$221.69M
Ryanair Holdings plc
RYAAY
Shares Held
3.68M
Value
$265.68M
ICON Public Limited Company
ICLR
Shares Held
1.07M
Value
$195.42M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
967K
Value
$293.81M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
333K
Value
$27.62M
Uber Technologies, Inc.
UBER
Shares Held
289K
Value
$23.62M
D.R. Horton, Inc.
DHI
Shares Held
160K
Value
$23.08M
Nucor Corporation
NUE
Shares Held
160K
Value
$26.09M
Alphabet Inc.
GOOGL
Shares Held
149K
Value
$46.64M
Amazon.com, Inc.
AMZN
Shares Held
148K
Value
$34.12M
Coherent, Inc.
COHR
Shares Held
144K
Value
$26.56M
Clean Harbors, Inc.
CLH
Shares Held
117K
Value
$27.48M
Equifax Inc.
EFX
Shares Held
108K
Value
$23.52M
Cigna Corporation
CI
Shares Held
76K
Value
$20.86M
Microsoft Corporation
MSFT
Shares Held
75K
Value
$36.20M
KB Financial Group Inc.
KB
Shares Held
61K
Value
$5.23M
CACI International Inc
CACI
Shares Held
54K
Value
$28.69M
Northrop Grumman Corporation
NOC
Shares Held
46K
Value
$26.31M
Intuit Inc.
INTU
Shares Held
39K
Value
$25.69M