Firetrail Investments Pty as of March 31, 2024
Portfolio Holdings for Firetrail Investments Pty
Firetrail Investments Pty holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 11.4 | $14M | 33k | 420.72 | |
| Micron Technology (MU) | 8.3 | $10M | 86k | 117.89 | |
| Interactive Brokers (IBKR) | 7.0 | $8.6M | 77k | 111.71 | |
| McKesson Corporation (MCK) | 6.2 | $7.5M | 14k | 536.85 | |
| Visa (V) | 6.0 | $7.3M | 26k | 279.08 | |
| Anthem (ELV) | 5.7 | $6.9M | 13k | 518.54 | |
| Ecolab (ECL) | 5.5 | $6.7M | 29k | 230.90 | |
| Alphabet Inc Class A cs (GOOGL) | 5.3 | $6.5M | 43k | 150.93 | |
| Booking Holdings (BKNG) | 5.3 | $6.4M | 1.8k | 3627.88 | |
| Tenable Hldgs (TENB) | 5.2 | $6.4M | 129k | 49.43 | |
| AutoZone (AZO) | 4.9 | $6.0M | 1.9k | 3151.65 | |
| American Tower Reit (AMT) | 4.7 | $5.7M | 29k | 197.59 | |
| Ryan Specialty Group Hldgs I (RYAN) | 4.4 | $5.3M | 95k | 55.50 | |
| Equifax (EFX) | 3.8 | $4.6M | 17k | 267.52 | |
| United Rentals (URI) | 3.8 | $4.6M | 6.4k | 721.11 | |
| Builders FirstSource (BLDR) | 3.4 | $4.2M | 20k | 208.55 | |
| Gates Industrial Corpratin P ord (GTES) | 3.1 | $3.8M | 216k | 17.71 | |
| Darling International (DAR) | 3.0 | $3.6M | 78k | 46.51 | |
| Rayonier (RYN) | 2.9 | $3.6M | 108k | 33.24 |
