Stock Taper 
TRINITY STREET ASSET MANAGEMENT LLP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Northrop Grumman Corporation | NOC | 43.25K | $22.03M |
 Intuit Inc. | INTU | 44.02K | $11.49M |
 Advanced Micro Devices, Inc. | AMD | 48.7K | $28.29M |
 Cigna Corporation | CI | 71.01K | $19.58M |
 Coherent, Inc. | COHR | 82.48K | $32.54M |
 Microsoft Corporation | MSFT | 89.85K | $33.51M |
 Clean Harbors, Inc. | CLH | 97.92K | $29.26M |
 Alphabet Inc. | GOOGL | 139.1K | $49.71M |
 Equifax Inc. | EFX | 145.54K | $23.1M |
 KB Financial Group Inc. | KB | 146.67K | $15.39M |
 Amazon.com, Inc. | AMZN | 147K | $35.04M |
 Nucor Corporation | NUE | 148.52K | $33.08M |
 D.R. Horton, Inc. | DHI | 150.16K | $24.46M |
 Cognizant Technology Solutions Corporation | CTSH | 311.96K | $12.08M |
 Uber Technologies, Inc. | UBER | 322.53K | $23.27M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 930.85K | $444.55M |
 StandardAero, Inc. | SARO | 949.49K | $28.4M |
 ICON Public Limited Company | ICLR | 1.54M | $266.73M |
 Ryanair Holdings plc | RYAAY | 3.57M | $230.99M |
 Smurfit Westrock plc | SW | 5.26M | $243.4M |