Firetrail Investments Pty as of March 31, 2025
Portfolio Holdings for Firetrail Investments Pty
Firetrail Investments Pty holds 25 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.7 | $33M | 149k | 224.54 | |
| Visa (V) | 6.4 | $22M | 62k | 354.26 | |
| NVIDIA Corporation (NVDA) | 6.3 | $22M | 197k | 109.55 | |
| Taiwan Semiconductor Manufactu Adr (TSM) | 5.4 | $19M | 110k | 167.80 | |
| Interactive Brokers (IBKR) | 5.2 | $18M | 107k | 167.38 | |
| McKesson Corporation (MCK) | 5.1 | $18M | 26k | 680.28 | |
| Deere & Company (DE) | 5.0 | $17M | 37k | 474.44 | |
| AutoZone (AZO) | 4.6 | $16M | 4.1k | 3854.10 | |
| Booking Holdings (BKNG) | 4.4 | $15M | 3.2k | 4656.83 | |
| Ecolab (ECL) | 4.2 | $14M | 56k | 256.27 | |
| American Tower Reit (AMT) | 4.2 | $14M | 65k | 219.96 | |
| Anthem (ELV) | 3.5 | $12M | 27k | 439.67 | |
| Rayonier (RYN) | 3.4 | $12M | 417k | 28.18 | |
| Trane Technologies (TT) | 3.3 | $11M | 34k | 340.57 | |
| Tenable Hldgs (TENB) | 3.2 | $11M | 315k | 35.36 | |
| Aptiv Holdings (APTV) | 3.2 | $11M | 185k | 60.14 | |
| Darling International (DAR) | 3.2 | $11M | 345k | 31.58 | |
| Ryan Specialty Group Hldgs I (RYAN) | 3.1 | $11M | 141k | 74.67 | |
| Alcon (ALC) | 3.1 | $11M | 111k | 95.07 | |
| Servicenow (NOW) | 2.7 | $9.4M | 12k | 804.77 | |
| GXO Logistics (GXO) | 2.6 | $9.0M | 228k | 39.50 | |
| Advanced Micro Devices (AMD) | 2.5 | $8.5M | 82k | 103.85 | |
| Ferguson (FERG) | 2.2 | $7.7M | 48k | 161.97 | |
| Icon (ICLR) | 1.7 | $5.9M | 34k | 176.89 | |
| Builders FirstSource (BLDR) | 1.6 | $5.5M | 43k | 126.29 |
