Trinity Street Asset Management
$1.9B 13F equity value
23 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Trinity Street Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 930,851 | $445M | 22.9% |
| ICLR | ICON PLC | 1,535,462 | $267M | 13.7% |
| SW | SMURFIT WESTROCK PLC | 5,261,555 | $243M | 12.5% |
| RYAAY | RYANAIR HOLDINGS PLC | 3,567,449 | $231M | 11.9% |
| HDB | HDFC BANK LTD | 6,493,800 | $168M | 8.6% |
| INFY | INFOSYS LTD | 13,079,146 | $137M | 7.1% |
| GOOGL | ALPHABET INC | 139,098 | $50M | 2.6% |
| AMZN | AMAZON COM INC | 146,998 | $35M | 1.8% |
| MSFT | MICROSOFT CORP | 89,847 | $34M | 1.7% |
| NUE | NUCOR CORP | 148,518 | $33M | 1.7% |
Track Trinity Street Asset Management's 13F portfolio: $1.9B in reported holdings, 23 positions. Top holdings and quarterly changes on SentiSense.
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