Firetrail Investments Pty
Latest statistics and disclosures from Firetrail Investments Pty's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001943822
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Portfolio Holdings for Firetrail Investments Pty
Firetrail Investments Pty holds 22 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 9.3 | $13M | 82k | 153.56 |
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| Microsoft Corporation (MSFT) | 8.7 | $12M | 29k | 409.72 |
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| Micron Technology (MU) | 6.3 | $8.6M | 96k | 89.08 |
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| Visa (V) | 5.4 | $7.3M | 27k | 273.66 |
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| Booking Holdings (BKNG) | 5.4 | $7.3M | 2.1k | 3550.23 |
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| Interactive Brokers (IBKR) | 5.2 | $7.0M | 78k | 90.35 |
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| United Rentals (URI) | 5.1 | $7.0M | 11k | 647.73 |
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| AutoZone (AZO) | 5.1 | $6.9M | 2.5k | 2794.44 |
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| McKesson Corporation (MCK) | 5.0 | $6.8M | 14k | 486.46 |
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| Ecolab (ECL) | 5.0 | $6.7M | 34k | 199.25 |
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| Tenable Hldgs (TENB) | 4.5 | $6.2M | 128k | 48.07 |
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| Taiwan Semiconductor Mfg (TSM) | 4.5 | $6.1M | 52k | 116.97 |
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| American Tower Reit (AMT) | 4.2 | $5.7M | 29k | 199.11 |
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| Anthem (ELV) | 4.1 | $5.6M | 11k | 486.53 |
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| Chubb (CB) | 3.9 | $5.3M | 22k | 242.77 |
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| Ryan Specialty Group Hldgs I (RYAN) | 3.1 | $4.2M | 95k | 43.99 |
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| Newmont Mining Corporation (NEM) | 2.8 | $3.8M | 111k | 34.65 |
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| HDFC Bank (HDB) | 2.6 | $3.5M | 64k | 55.36 |
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| Darling International (DAR) | 2.6 | $3.5M | 78k | 44.73 |
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| Delphi Automotive Inc international (APTV) | 2.5 | $3.4M | 39k | 87.44 |
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| Rayonier (RYN) | 2.4 | $3.3M | 107k | 30.96 |
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| Builders FirstSource (BLDR) | 2.2 | $3.0M | 17k | 176.50 |
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Past Filings by Firetrail Investments Pty
SEC 13F filings are viewable for Firetrail Investments Pty going back to 2023
- Firetrail Investments Pty 2023 Q4 filed Feb. 9, 2024