- New Purchases: VMW, VRTX,
- Added Positions: DLB, BABA, KB, HES, C, DIS, INFO, TXT, WHR, CI, CRL,
- Reduced Positions: CIEN, ARNC, GOOG, HXL, RYAAY,
- Sold Out: FDX,
For the details of Trinity Street Asset Management LLP's stock buys and sells, go to https://www.gurufocus.com/guru/trinity+street+asset+management+llp/current-portfolio/portfolio
These are the top 5 holdings of Trinity Street Asset Management LLP- Ryanair Holdings PLC (RYAAY) - 1,094,912 shares, 13.01% of the total portfolio. Shares reduced by 3.81%
- Alibaba Group Holding Ltd (BABA) - 449,426 shares, 12.93% of the total portfolio. Shares added by 3.12%
- KB Financial Group Inc (KB) - 1,312,149 shares, 7.36% of the total portfolio. Shares added by 3.28%
- Hess Corp (HES) - 592,292 shares, 5.37% of the total portfolio. Shares added by 4.25%
- Arconic Inc (ARNC) - 1,223,344 shares, 5.10% of the total portfolio. Shares reduced by 12.71%
Trinity Street Asset Management LLP initiated holding in VMware Inc. The purchase prices were between $147.08 and $172.82, with an estimated average price of $156.75. The stock is now traded at around $152.00. The impact to a portfolio due to this purchase was 4.41%. The holding were 214,448 shares as of .
New Purchase: Vertex Pharmaceuticals Inc (VRTX)Trinity Street Asset Management LLP initiated holding in Vertex Pharmaceuticals Inc. The purchase prices were between $166.71 and $223.91, with an estimated average price of $203.47. The stock is now traded at around $226.49. The impact to a portfolio due to this purchase was 3.46%. The holding were 116,612 shares as of .
Added: Dolby Laboratories Inc (DLB)Trinity Street Asset Management LLP added to a holding in Dolby Laboratories Inc by 163.70%. The purchase prices were between $60.69 and $69.91, with an estimated average price of $66.24. The stock is now traded at around $69.14. The impact to a portfolio due to this purchase was 3.04%. The holding were 525,531 shares as of .
Sold Out: FedEx Corp (FDX)Trinity Street Asset Management LLP sold out a holding in FedEx Corp. The sale prices were between $138.39 and $165.67, with an estimated average price of $154.38.
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