Instuitional Investor - Trinity Street Asset Management Llp

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%