Trinity Street Asset Management LLP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Trinity Street Asset Management LLP held in its portfolio 22 assets valued at $1,591,298,612 (i.e. $1.59B).

The most valuable assets in the portfolio included: TAIWAN SEMICONDUCTOR MFG LTD ($293.81M), RYANAIR HOLDINGS PLC ($265.68M), and HDFC BANK LTD ($221.69M).

The chart below shows the top 10 valuable assets, and the table below shows the top 22 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Trinity Street Asset Management LLP Portfolio

TAIWAN SEMICONDUCTOR MFG LTD

RYANAIR HOLDINGS PLC

HDFC BANK LTD

ICON PLC

INFOSYS LTD

ALPHABET INC

MICROSOFT CORP

AMAZON COM INC

CACI INTL INC

COGNIZANT TECHNOLOGY SOLUTIO

Trinity Street Asset Management LLP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
TAIWAN SEMICONDUCTOR MFG LTD	966824	293808145	SPONSORED ADS
RYANAIR HOLDINGS PLC	3680298	265680712	SPONSORED ADS
HDFC BANK LTD	6067000	221688180	SPONSORED ADS
ICON PLC	1072428	195417830	SHS
INFOSYS LTD	10263804	182900987	SPONSORED ADR
ALPHABET INC	148996	46635748	CAP STK CL A
MICROSOFT CORP	74850	36198957	COM
AMAZON COM INC	147801	34115426	COM
CACI INTL INC	53839	28685957	CL A
COGNIZANT TECHNOLOGY SOLUTIO	332817	27623811	CL A
CLEAN HARBORS INC	117177	27475662	COM
COHERENT CORP	143877	26555377	COM
NORTHROP GRUMMAN CORP	46136	26307208	COM
NUCOR CORP	159946	26088792	COM
INTUIT	38776	25685997	COM
UBER TECHNOLOGIES INC	289072	23620073	COM
EQUIFAX INC	108406	23521933	COM
D R HORTON INC	160212	23075334	COM
CNH INDL N V	2441530	22510906	SHS
CIGNA CORP NEW	75773	20855002	COM
ADVANCED MICRO DEVICES INC	35574	7618527	COM
KB FINANCIAL GROUP INC	60763	5228048	SPONSORED ADR