Trinity Street Asset Management LLP — 13F holdings

Trinity Street Asset Management LLP reported 24 holdings worth $1.87B in its 13F filing for Q3 2026, filed October 16, 2026.

Largest positions

  1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $390M (20.9%)
  2. SW SMURFIT WESTROCK PLC — $260M (13.9%)
  3. ICLR ICON PLC — $253M (13.5%)
  4. RYAAY RYANAIR HOLDINGS PLC — $205M (11.0%)
  5. HDB HDFC BANK LTD — $145M (7.8%)
  6. INFY INFOSYS LTD — $138M (7.4%)
  7. GOOGL ALPHABET INC — $47.0M (2.5%)
  8. MSFT MICROSOFT CORP — $45.2M (2.4%)
  9. CNH CNH INDL N V — $36.2M (1.9%)
  10. AMZN AMAZON COM INC — $36.0M (1.9%)