StockDriftsStockDriftsTop 22 Trinity Street Asset Management LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 20.86% | 900.0K | $304.2M | -6.91%(-66.81K) | $104.44(+282.79%) | 2026-03-31 | |
| INFY | INFOSYS LTD | 13.84% | 14.94M | $201.8M | +45.55%(+4.67M) | $17.51(-32.27%) | 2026-03-31 | |
| RYAAY | RYANAIR HOLDINGS PLC | 13.7% | 3.46M | $199.8M | -6.07%(-223.55K) | $37.32(+47.22%) | 2026-03-31 | |
| HDB | HDFC BANK LTD | 13.18% | 7.72M | $192.2M | +27.32%(+1.66M) | $30.80(-22.47%) | 2026-03-31 | |
| ICLR | ICON PLC | 9.17% | 1.21M | $133.7M | +12.66%(+135.72K) | $208.40(-43.68%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.88% | 146.1K | $42.0M | -1.93%(-2.88K) | $89.56(+349.56%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.39% | 94.0K | $34.8M | +25.64%(+19.19K) | $332.22(+21.97%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.2% | 153.8K | $32.0M | +4.08%(+6.04K) | $135.30(+99.66%) | 2026-03-31 | |
| CLH | CLEAN HARBORS INC | 2.15% | 109.4K | $31.4M | -6.64%(-7.79K) | $175.95(+72.18%) | 2026-03-31 | |
| NOC | NORTHROP GRUMMAN CORP | 2.12% | 45.2K | $30.9M | -1.95%(-899) | $445.58(+23.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.75% | +39.55% |
| Top 20 Holdings Unweighted | +11.16% | +37.37% |
Sign up free to track Trinity Street Asset Management LLP, compare funds side by side, and get alerts the moment positions change.