SEC Form 13F

Trinity Street Asset Management LLP 13F Holdings

Report period2026-06-30
Publicly available2026-07-11
Reported value$1,941,846,350
Positions23

Largest disclosed positions

IssuerTickerClassReported valueReported amount
TAIWAN SEMICONDUCTOR MFG LTDTSMSPONSORED ADS$444,546,512930,851
ICON PLCICLRSHS$266,725,1041,535,462
SMURFIT WESTROCK PLCSWSHS$243,399,5345,261,555
RYANAIR HOLDINGS PLCRYAAYSPONSORED ADS$230,992,3223,567,449
HDFC BANK LTDHDBSPONSORED ADS$167,734,8546,493,800
INFOSYS LTDINFYSPONSORED ADR$137,200,24113,079,146
ALPHABET INCGOOGLCAP STK CL A$49,709,452139,098
AMAZON COM INCAMZNCOM$35,035,503146,998
MICROSOFT CORPMSFTCOM$33,514,72789,847
NUCOR CORPNUECOM$33,082,384148,518

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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