Trinity Street Asset Management LLP - Q42025 Holdings

Trinity Street Asset Management LLP holds 22 stocks with a total portfolio value of $ 1.59B as of Q42025. In Q42025, Trinity Street Asset Management LLP added 2 new positions, increased stakes in 4 stocks, reduced 16 holdings, and fully exited 1 position. The largest holding is Taiwan Semiconductor Mfg LTD (TSM), representing 18.46% of the total portfolio.