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Home > Institutional Investor > Trinity Street Asset Management Llp > Profile

Instuitional Investor - Trinity Street Asset Management Llp

Fund Profile
Filing Period:
Fund Name: Trinity Street Asset Management Llp
Portfolio Value $1,457,482,231
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
H D F C Bank Ltd
 HDB 6,526,400 $250,189,544 17.17%
2.
Taiwan Semiconductor Mfg Co Ltd
 TSM 1,054,005 $238,721,592 16.38%
3.
Ryanair Holdings Plc
 RYAAY 3,984,748 $229,800,417 15.77%
4.
Infosys Technologies Ltd
 INFY 11,181,100 $207,185,783 14.22%
5.
Icon Plc
 ICLR 841,415 $122,383,811 8.4%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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