Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Trinity Street Asset Management LLP (CIK 1592579) reported $1.46B across 22 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($304.2M, 20.86%), INFY ($201.8M, 13.84%), RYAAY ($199.8M, 13.70%), HDB ($192.2M, 13.18%), ICLR ($133.7M, 9.17%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $304.2M | 20.86% | 900,011 | Trimmed |
| 2 | INFY | INFOSYS LTD | $201.8M | 13.84% | 14.9M | Added |
| 3 | RYAAY | RYANAIR HOLDINGS PLC | $199.8M | 13.70% | 3.5M | Trimmed |
| 4 | HDB | HDFC BANK LTD | $192.2M | 13.18% | 7.7M | Added |
| 5 | ICLR | ICON PLC | $133.7M | 9.17% | 1.2M | Added |
| 6 | GOOGL | ALPHABET INC | $42.0M | 2.88% | 146,116 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $34.8M | 2.39% | 94,039 | Added |
| 8 | AMZN | AMAZON COM INC | $32.0M | 2.20% | 153,838 | Added |
| 9 | CLH | CLEAN HARBORS INC | $31.4M | 2.15% | 109,391 | Trimmed |
| 10 | NOC | NORTHROP GRUMMAN CORP | $30.9M | 2.12% | 45,237 | Trimmed |
| 11 | COHR | COHERENT CORP | $29.2M | 2.00% | 122,455 | Trimmed |
| 12 | NUE | NUCOR CORP | $26.5M | 1.82% | 156,826 | Trimmed |
| 13 | CNHI | CNH INDL N V | $26.3M | 1.81% | 2.4M | Trimmed |
| 14 | SARO | STANDARDAERO INC | $25.7M | 1.76% | 994,658 | New |
| 15 | EFX | EQUIFAX INC | $25.5M | 1.75% | 141,803 | Added |
| 16 | UBER | UBER TECHNOLOGIES INC | $24.3M | 1.67% | 337,572 | Added |
| 17 | DHI | D R HORTON INC | $21.6M | 1.48% | 157,114 | Trimmed |
| 18 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $20.0M | 1.37% | 326,432 | Trimmed |
| 19 | INTU | INTUIT | $19.9M | 1.37% | 46,109 | Added |
| 20 | CI | CIGNA CORP NEW | $19.8M | 1.36% | 74,304 | Trimmed |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $10.4M | 0.71% | 50,963 | Added |
| 22 | KB | KB FINANCIAL GROUP INC | $6.1M | 0.42% | 60,763 | Hold |
| 23 | CACI | CACI INTL INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31