Firetrail Investments Pty as of Dec. 31, 2023
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 | |
| Microsoft Corporation (MSFT) | 8.7 | $12M | 29k | 409.72 | |
| Micron Technology (MU) | 6.3 | $8.6M | 96k | 89.08 | |
| Visa (V) | 5.4 | $7.3M | 27k | 273.66 | |
| Booking Holdings (BKNG) | 5.4 | $7.3M | 2.1k | 3550.23 | |
| Interactive Brokers (IBKR) | 5.2 | $7.0M | 78k | 90.35 | |
| United Rentals (URI) | 5.1 | $7.0M | 11k | 647.73 | |
| AutoZone (AZO) | 5.1 | $6.9M | 2.5k | 2794.44 | |
| McKesson Corporation (MCK) | 5.0 | $6.8M | 14k | 486.46 | |
| Ecolab (ECL) | 5.0 | $6.7M | 34k | 199.25 | |
| Tenable Hldgs (TENB) | 4.5 | $6.2M | 128k | 48.07 | |
| Taiwan Semiconductor Mfg (TSM) | 4.5 | $6.1M | 52k | 116.97 | |
| American Tower Reit (AMT) | 4.2 | $5.7M | 29k | 199.11 | |
| Anthem (ELV) | 4.1 | $5.6M | 11k | 486.53 | |
| Chubb (CB) | 3.9 | $5.3M | 22k | 242.77 | |
| Ryan Specialty Group Hldgs I (RYAN) | 3.1 | $4.2M | 95k | 43.99 | |
| Newmont Mining Corporation (NEM) | 2.8 | $3.8M | 111k | 34.65 | |
| HDFC Bank (HDB) | 2.6 | $3.5M | 64k | 55.36 | |
| Darling International (DAR) | 2.6 | $3.5M | 78k | 44.73 | |
| Delphi Automotive Inc international (APTV) | 2.5 | $3.4M | 39k | 87.44 | |
| Rayonier (RYN) | 2.4 | $3.3M | 107k | 30.96 | |
| Builders FirstSource (BLDR) | 2.2 | $3.0M | 17k | 176.50 |
