The Analysis of Trinity Street Asset Management LLP's Holdings
Currently, Trinity Street Asset Management LLP holds 21 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in HDB (+2.9M shares, valued at $98.1M), DHI (+148.3K shares, valued at $25.1M), UBER (+106.5K shares, valued at $10.4M); decreased their positions in KB (-262.9K shares, valued at $21.8M), TSM (-62.2K shares, valued at $17.4M), RYAAY (-249.2K shares, valued at $15.0M); initiated new positions in DHI (+148.3K shares, valued at $25.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TSM TAIWAN SEMICONDUCTOR MFG LTD991.8K shares-5.91%2025-09-302025-10-28
RYAAY RYANAIR HOLDINGS PLC3.7M shares-6.25%2025-09-302025-10-28 HDB HDFC BANK LTD6.1M shares87.96%2025-09-302025-10-28 INFY INFOSYS LTD10.5M shares-6.35%2025-09-302025-10-28 ICLR ICON PLC871.0K shares3.51%2025-09-302025-10-28 GOOGL ALPHABET INC196.6K shares-2.00%2025-09-302025-10-28 MSFT MICROSOFT CORP78.8K shares-10.87%2025-09-302025-10-28 AMZN AMAZON COM INC154.8K shares-0.39%2025-09-302025-10-28 UBER UBER TECHNOLOGIES INC302.0K shares54.48%2025-09-302025-10-28 NOC NORTHROP GRUMMAN CORP48.2K shares-0.40%2025-09-302025-10-28 CLH CLEAN HARBORS INC120.6K shares-0.41%2025-09-302025-10-28 INTU INTUIT40.8K shares-0.41%2025-09-302025-10-28 CACI CACI INTL INC54.7K shares-0.43%2025-09-302025-10-28 EFX EQUIFAX INC104.4K shares44.00%2025-09-302025-10-28 DHI D R HORTON INC148.3K sharesnew addition2025-09-302025-10-28 CI CIGNA CORP NEW79.2K shares4.34%2025-09-302025-10-28 NUE NUCOR CORP168.0K shares-0.41%2025-09-302025-10-28 CTSH COGNIZANT TECHNOLOGY SOLUTIO336.3K shares-0.40%2025-09-302025-10-28 AXTA AXALTA COATING SYS LTD770.9K shares-0.41%2025-09-302025-10-28 CNH CNH INDL N V1.9M shares-0.37%2025-09-302025-10-28 KB KB FINANCIAL GROUP INC65.7K shares-80.01%2025-09-302025-10-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available