§ 13F · FUND PROFILE
Trinity Street Asset Management LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1457.5T (13F)Positions · 20Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$34.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 967K | $293.8T | 18.5% | −3% |
| 2 | RYAAY | RYANAIR HOLDINGS PLC | 3.68M | $265.7T | 16.7% | −1% |
| 3 | HDB | HDFC BANK LTD | 6.07M | $221.7T | 13.9% | −1% |
| 4 | ICLR | ICON PLC | 1.07M | $195.4T | 12.3% | +23% |
| 5 | INFY | INFOSYS LTD | 10.26M | $182.9T | 11.5% | −2% |
| 6 | GOOGL | ALPHABET INC | 149K | $46.6T | 2.9% | −24% |
| 7 | MSFT | MICROSOFT CORP | 75K | $36.2T | 2.3% | −5% |
| 8 | AMZN | AMAZON COM INC | 148K | $34.1T | 2.1% | −5% |
| 9 | CACI | CACI INTL INC | 54K | $28.7T | 1.8% | −2% |
| 10 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 333K | $27.6T | 1.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TRINITY SIGNAL
AC read
Trinity Street Asset Management LLP is a Other fund managing $1457482.2 trillion in assets. The fund runs a focused portfolio of just 20 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed