Trinity Street Asset Management LLP
LONDON X0 · SEC CIK 0001592579
$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
26Q126Q2
前十大持仓 占组合比例
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 | 85,904 | 141.4% | $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 | 3,737 | 2.6% | $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 | 279,127 | 11.7% | $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 | 110,700 | 3.2% | $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 | 327,314 | 27.1% | $5,685.77万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $4.45亿 | 22.89% | 930,851 | 30,840 | 3.4% | $1,472.83万 | 加仓 |