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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 $1,867,975,635
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Taiwan Semiconductor Manufacturing Co Ltd
 TSM 855,571 $390,302,934 20.89%
2.
Smurfit Westrock Plc
 SW 5,886,975 $259,615,597 13.9%
3.
Icon Plc
 ICLR 1,487,375 $252,838,876 13.54%
4.
Ryanair Holdings Plc
 RYAAY 3,731,349 $205,261,508 10.99%
5.
Hdfc Bank Ltd
 HDB 6,500,900 $145,230,106 7.77%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.