Trinity Street Asset Management LLP Top Holdings
As of  03/31/2020

 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ALIBABA GROUP HLDG LTD 489,030 +39,604 $95,106
RYANAIR HLDGS PLC 1,002,100 -92,812 $53,201
KB FINANCIAL GROUP INC 1,479,194 +167,045 $40,219
BOOZ ALLEN HAMILTON HLDG COR 494,340 +494,340 $33,931
CIENA CORP 823,797 +134,398 $32,795
ALPHABET INC CL C 27,301 +840 $31,745
CIGNA CORP NEW 178,945 +37,458 $31,705
CHARLES RIV LABS INTL INC 238,973 +46,104 $30,160
DOLBY LABORATORIES INC 542,551 +17,020 $29,411
ARISTA NETWORKS INC 141,129 +141,129 $28,585
VMWARE INC 221,332 +6,884 $26,803
HESS CORP 794,153 +201,861 $26,445
DISNEY WALT CO 263,485 +8,073 $25,452
RALPH LAUREN CORP 378,943 +378,943 $25,324
IHS MARKIT LTD 416,987 +12,983 $25,019
TEXTRON INC 709,378 +21,782 $18,919
CITIGROUP INC 346,192 -98,215 $14,581

See Full List: All Stocks Held By Trinity Street Asset Management LLP
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Trinity Street Asset Management LLP

Size ($ in 1000's)
At 03/31/2020: $583,784
At 12/31/2019: $737,462

Trinity Street Asset Management LLP holdings changes, total fund size, and other information presented on was derived from Trinity Street Asset Management LLP 13F filings. Link to 13F filings: SEC filings

Trinity Street Asset Management LLP Top Holdings 13F Filings |

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