Trinity Street Asset Management LLP
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ICON PLC | 0 | 1,072,428 | +1,072,428 | 0 | 195,417,830 | +195,417,830 |
| RYANAIR HOLDINGS PLC | 0 | 3,680,298 | +3,680,298 | 0 | 265,680,712 | +265,680,712 |
| COHERENT CORP | 0 | 143,877 | +143,877 | 0 | 26,555,377 | +26,555,377 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 966,824 | +966,824 | 0 | 293,808,145 | +293,808,145 |
| INFOSYS LTD | 0 | 10,263,804 | +10,263,804 | 0 | 182,900,987 | +182,900,987 |
| HDFC BANK LTD | 0 | 6,067,000 | +6,067,000 | 0 | 221,688,180 | +221,688,180 |
| ADVANCED MICRO DEVICES INC | 0 | 35,574 | +35,574 | 0 | 7,618,527 | +7,618,527 |
| COGNIZANT TECHNOLOGY SOLUTIO | 0 | 332,817 | +332,817 | 0 | 27,623,811 | +27,623,811 |
| NUCOR CORP | 0 | 159,946 | +159,946 | 0 | 26,088,792 | +26,088,792 |
| CNH INDL N V | 0 | 2,441,530 | +2,441,530 | 0 | 22,510,906 | +22,510,906 |
| CACI INTL INC | 0 | 53,839 | +53,839 | 0 | 28,685,957 | +28,685,957 |
| AMAZON COM INC | 0 | 147,801 | +147,801 | 0 | 34,115,426 | +34,115,426 |
| KB FINANCIAL GROUP INC | 0 | 60,763 | +60,763 | 0 | 5,228,048 | +5,228,048 |
| CLEAN HARBORS INC | 0 | 117,177 | +117,177 | 0 | 27,475,662 | +27,475,662 |
| ALPHABET INC | 0 | 148,996 | +148,996 | 0 | 46,635,748 | +46,635,748 |
| CIGNA CORP NEW | 0 | 75,773 | +75,773 | 0 | 20,855,002 | +20,855,002 |
| D R HORTON INC | 0 | 160,212 | +160,212 | 0 | 23,075,334 | +23,075,334 |
| INTUIT | 0 | 38,776 | +38,776 | 0 | 25,685,997 | +25,685,997 |
| NORTHROP GRUMMAN CORP | 0 | 46,136 | +46,136 | 0 | 26,307,208 | +26,307,208 |
| EQUIFAX INC | 0 | 108,406 | +108,406 | 0 | 23,521,933 | +23,521,933 |
| MICROSOFT CORP | 0 | 74,850 | +74,850 | 0 | 36,198,957 | +36,198,957 |
| UBER TECHNOLOGIES INC | 0 | 289,072 | +289,072 | 0 | 23,620,073 | +23,620,073 |