Trinity Street Asset Management LLP - Q12026 Holdings

Trinity Street Asset Management LLP holds 22 stocks with a total portfolio value of $ 1.46B as of Q12026. In Q12026, Trinity Street Asset Management LLP added 1 new position, increased stakes in 9 stocks, reduced 11 holdings, and fully exited 1 position. The largest holding is Taiwan Semiconductor Mfg LTD (TSM), representing 20.86% of the total portfolio.