13F 机构持仓

Trinity Street Asset Management LLP

LONDON X0 · SEC CIK 0001592579

2026Q22026Q1 更早 9 个季度 🔒
$19.42亿2026Q2 申报市值
23持仓数
84.6%前十大占比 · 第一大 22.9%
1 / 0新建仓 / 清仓
申报市值走势$19.42亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

TSM 22.9%
ICLR 13.7%
SW 12.5%
RYAAY 11.9%
HDB 8.6%
INFY 7.1%
GOOGL 2.6%
AMZN 1.8%
MSFT 1.7%
NUE 1.7%

2026Q2 买入最多 按季末市值估算

SW 新建仓+$2.43亿
ICLR 加仓+$5,685.77万
TSM 加仓+$1,472.83万
KB 加仓+$901.65万
RYAAY 加仓+$716.78万

2026Q2 卖出最多 按季末市值估算

HDB 减仓-$3,179.41万
INFY 减仓-$1,950.51万
COHR 减仓-$1,576.93万
CLH 减仓-$342.55万
GOOGL 减仓-$250.80万

2026Q2 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
INTU INTUIT $1,149.05万0.59%44,025 -2,084-4.5% -$54.39万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1,208.22万0.62%311,959 -14,473-4.4% -$56.05万 减仓
KB KB FINANCIAL GROUP INC $1,539.42万0.79%146,667 85,904141.4% $901.65万 加仓
CI CIGNA CORP NEW $1,957.66万1.01%71,012 -3,292-4.4% -$90.75万 减仓
NOC NORTHROP GRUMMAN CORP $2,202.56万1.13%43,246 -1,991-4.4% -$101.40万 减仓
EFX EQUIFAX INC $2,310.01万1.19%145,540 3,7372.6% $59.31万 加仓
UBER UBER TECHNOLOGIES INC $2,327.36万1.20%322,528 -15,044-4.5% -$108.56万 减仓
DHI D R HORTON INC $2,445.85万1.26%150,163 -6,951-4.4% -$113.22万 减仓
AMD ADVANCED MICRO DEVICES INC $2,829.15万1.46%48,702 -2,261-4.4% -$131.34万 减仓
SARO STANDARDAERO INC $2,839.93万1.46%949,492 -45,166-4.5% -$135.09万 减仓
CLH CLEAN HARBORS INC $2,925.51万1.51%97,925 -11,466-10.5% -$342.55万 减仓
CNH CNH INDL N V $3,002.30万1.55%2,673,464 279,12711.7% $313.46万 加仓
COHR COHERENT CORP $3,253.55万1.68%82,479 -39,976-32.6% -$1,576.93万 减仓
NUE NUCOR CORP $3,308.24万1.70%148,518 -8,308-5.3% -$185.06万 减仓
MSFT MICROSOFT CORP $3,351.47万1.73%89,847 -4,192-4.5% -$156.37万 减仓
AMZN AMAZON COM INC $3,503.55万1.80%146,998 -6,840-4.4% -$163.02万 减仓
GOOGL ALPHABET INC $4,970.95万2.56%139,098 -7,018-4.8% -$250.80万 减仓
INFY INFOSYS LTD $1.37亿7.07%13,079,146 -1,859,400-12.4% -$1,950.51万 减仓
HDB HDFC BANK LTD $1.68亿8.64%6,493,800 -1,230,900-15.9% -$3,179.41万 减仓
RYAAY RYANAIR HOLDINGS PLC $2.31亿11.90%3,567,449 110,7003.2% $716.78万 加仓
SW SMURFIT WESTROCK PLC $2.43亿12.53%5,261,555 5,261,555— $2.43亿 新建仓
ICLR ICON PLC $2.67亿13.74%1,535,462 327,31427.1% $5,685.77万 加仓
TSM TAIWAN SEMICONDUCTOR MFG LTD $4.45亿22.89%930,851 30,8403.4% $1,472.83万 加仓