Trinity Street Asset Management LLP - Portfolio Stock Holdings

Trinity Street Asset Management LLP disclosed 23 stock positions in a recent SEC 13F filing. $1,941,846,359 of stock holdings were filed, with the largest holdings including TSM, ICLR, and SW. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $8,658,182,919 and has 28 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.