Trinity Street Asset Management LLP Portfolio Holdings
Trinity Street Asset Management LLP
- $1.45 Billion
- Q2 2025
Trinity Street Asset Management LLP has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.45 Billion distributed in 20 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Hdfc Bank LTD with a value of $250M, Taiwan Semiconductor Manufacturing CO LTD with a value of $239M, Ryanair Holdings PLC with a value of $230M, Infosys LTD with a value of $207M, and Icon PLC with a value of $122M.
Examining the 13F form we can see an increase of $465M in the current position value, from $984M to 1.45B.
Below you can find more details about Trinity Street Asset Management LLP portfolio as well as his latest detailed transactions.
Portfolio value
$1.45 Billion
Technology: $590 Million
Industrials: $321 Million
Financial Services: $277 Million
Healthcare: $147 Million
Basic Materials: $44.8 Million
Communication Services: $35.4 Million
Consumer Cyclical: $34.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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