account_balance
Investment manager · 13F filer · SEC CIK 1592579
Trinity Street Asset Management LLP
Reported value$1.87Bas of Sep 30, 2026
Positions24 2 new, 1 sold out
Top 10 weight83.3%TSM alone is 21%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
20.9%Trimmed −8%
SWSmurfit Westrock PLC
13.9%Added +12%
ICLRIcon PLC
13.5%Trimmed −3%
RYAAYRyanair Holdings PLC
11.0%Added +5%
HDBHDFC Bank Ltd
7.8%
INFYInfosys Ltd
7.4%Trimmed −2%
GOOGLAlphabet Inc.
2.5%
MSFTMicrosoft Corp
2.4%
CNHCNH Industrial N.V.
1.9%
AMZNAmazon.com Inc
1.9%
NUENucor Corp
1.8%
IBKRInteractive Brokers Group, Inc.
1.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
20.9%Trimmed −8%
SWSmurfit Westrock PLC
13.9%+12%
ICLRIcon PLC
13.5%Trimmed −3%
RYAAYRyanair Holdings PLC
11.0%Added +5%
HDBHDFC Bank Ltd
7.8%
INFYInfosys Ltd
7.4%
GOOGLMSFT2.4%CNHAMZNNUEBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 20.9% Trimmed −8%SW Smurfit Westrock PLC 13.9% Added +12%ICLR Icon PLC 13.5% Trimmed −3%RYAAY Ryanair Holdings PLC 11.0% Added +5%HDB HDFC Bank Ltd 7.8% HeldINFY Infosys Ltd 7.4% Trimmed −2%GOOGL Alphabet Inc. 2.5% HeldMSFT Microsoft Corp 2.4% HeldCNH CNH Industrial N.V. 1.9% Added +5%AMZN Amazon.com Inc 1.9% HeldNUE Nucor Corp 1.8% HeldIBKR Interactive Brokers Group, Inc. 1.6% New
What changed
Biggest moves since Jun 30, 2026
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