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

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ALIBABA GROUP HLDG LTD 489,030 +39,604 $95,106
     BABA489,030+39,604$95,106
RYANAIR HLDGS PLC 1,002,100 -92,812 $53,201
     RYAAY1,002,100-92,812$53,201
KB FINANCIAL GROUP INC 1,479,194 +167,045 $40,219
     KB1,479,194+167,045$40,219
BOOZ ALLEN HAMILTON HLDG COR 494,340 +494,340 $33,931
     BAH494,340+494,340$33,931
CIENA CORP 823,797 +134,398 $32,795
     CIEN823,797+134,398$32,795
ALPHABET INC CL C 27,301 +840 $31,745
     GOOG27,301+840$31,745
CIGNA CORP NEW 178,945 +37,458 $31,705
     CI178,945+37,458$31,705
CHARLES RIV LABS INTL INC 238,973 +46,104 $30,160
     CRL238,973+46,104$30,160
DOLBY LABORATORIES INC 542,551 +17,020 $29,411
     DLB542,551+17,020$29,411
ARISTA NETWORKS INC 141,129 +141,129 $28,585
     ANET141,129+141,129$28,585
VMWARE INC 221,332 +6,884 $26,803
     VMW221,332+6,884$26,803
HESS CORP 794,153 +201,861 $26,445
     HES794,153+201,861$26,445
DISNEY WALT CO 263,485 +8,073 $25,452
     DIS263,485+8,073$25,452
RALPH LAUREN CORP 378,943 +378,943 $25,324
     RL378,943+378,943$25,324
IHS MARKIT LTD 416,987 +12,983 $25,019
     INFO416,987+12,983$25,019
TEXTRON INC 709,378 +21,782 $18,919
     TXT709,378+21,782$18,919
CITIGROUP INC 346,192 -98,215 $14,581
     C346,192-98,215$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 HoldingsChannel.com 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 | www.HoldingsChannel.com

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