Firetrail Investments Pty as of Dec. 31, 2024
Portfolio Holdings for Firetrail Investments Pty
Firetrail Investments Pty holds 23 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 10.8 | $36M | 143k | 251.33 | |
| NVIDIA Corporation (NVDA) | 7.7 | $26M | 191k | 134.78 | |
| Interactive Brokers (IBKR) | 7.0 | $23M | 132k | 177.31 | |
| Taiwan Semiconductor Manufactu Adr (TSM) | 6.3 | $21M | 106k | 198.21 | |
| Visa (V) | 5.7 | $19M | 60k | 317.19 | |
| Alphabet Inc Class A cs (GOOGL) | 5.3 | $18M | 94k | 189.99 | |
| Booking Holdings (BKNG) | 4.7 | $16M | 3.1k | 4986.47 | |
| Deere & Company (DE) | 4.5 | $15M | 35k | 425.24 | |
| McKesson Corporation (MCK) | 4.3 | $14M | 25k | 571.98 | |
| AutoZone (AZO) | 3.8 | $13M | 4.0k | 3213.64 | |
| Ecolab (ECL) | 3.8 | $13M | 54k | 235.17 | |
| Tenable Hldgs (TENB) | 3.6 | $12M | 305k | 39.52 | |
| Trane Technologies (TT) | 3.6 | $12M | 32k | 370.69 | |
| Ryan Specialty Group Hldgs I (RYAN) | 3.6 | $12M | 185k | 64.39 | |
| American Tower Reit (AMT) | 3.5 | $12M | 63k | 184.08 | |
| Darling International (DAR) | 3.4 | $11M | 333k | 33.81 | |
| Rayonier (RYN) | 3.0 | $10M | 385k | 26.19 | |
| Anthem (ELV) | 2.9 | $9.8M | 26k | 370.24 | |
| GXO Logistics (GXO) | 2.9 | $9.6M | 220k | 43.66 | |
| Advanced Micro Devices (AMD) | 2.9 | $9.5M | 79k | 121.23 | |
| Alcon (ALC) | 2.7 | $9.1M | 107k | 85.19 | |
| United Rentals (URI) | 2.3 | $7.5M | 11k | 707.00 | |
| Builders FirstSource (BLDR) | 1.8 | $6.0M | 42k | 143.45 |
