Trinity Street Asset Management
$1.5B Assets Reported
23 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 900,011 | $304M | 20.9% |
| INFY | INFOSYS LTD | 14,938,546 | $202M | 13.8% |
| RYAAY | RYANAIR HOLDINGS PLC | 3,456,749 | $200M | 13.7% |
| HDB | HDFC BANK LTD | 7,724,700 | $192M | 13.2% |
| ICLR | ICON PLC | 1,208,148 | $134M | 9.2% |
| GOOGL | ALPHABET INC | 146,116 | $42M | 2.9% |
| MSFT | MICROSOFT CORP | 94,039 | $35M | 2.4% |
| AMZN | AMAZON COM INC | 153,838 | $32M | 2.2% |
| CLH | CLEAN HARBORS INC | 109,391 | $31M | 2.2% |
| NOC | NORTHROP GRUMMAN CORP | 45,237 | $31M | 2.1% |
Track Trinity Street Asset Management's 13F portfolio: $1.5B in reported holdings, 23 positions. Top holdings, AUM, and quarterly changes on SentiSense.