Firetrail Investments Pty as of Sept. 30, 2025
Portfolio Holdings for Firetrail Investments Pty
Firetrail Investments Pty holds 28 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 8.9 | $36M | 192k | 185.16 | |
| Apple (AAPL) | 8.8 | $35M | 139k | 252.69 | |
| Taiwan Semiconductor Manufactu Adr (TSM) | 7.0 | $28M | 101k | 277.16 | |
| MasterCard Incorporated (MA) | 4.7 | $19M | 34k | 564.47 | |
| McKesson Corporation (MCK) | 4.7 | $19M | 25k | 766.65 | |
| Interactive Brokers (IBKR) | 4.3 | $17M | 250k | 68.29 | |
| AutoZone (AZO) | 4.1 | $17M | 3.9k | 4257.54 | |
| Booking Holdings (BKNG) | 4.1 | $16M | 3.0k | 5358.12 | |
| Deere & Company (DE) | 4.1 | $16M | 36k | 453.77 | |
| Advanced Micro Devices (AMD) | 4.0 | $16M | 99k | 160.56 | |
| Aptiv Holdings (APTV) | 3.8 | $15M | 179k | 85.56 | |
| Ecolab (ECL) | 3.7 | $15M | 54k | 271.77 | |
| Trane Technologies (TT) | 3.4 | $14M | 33k | 418.74 | |
| Vail Resorts (MTN) | 3.3 | $13M | 88k | 148.43 | |
| Fair Isaac Corporation (FICO) | 3.1 | $13M | 8.4k | 1485.12 | |
| GXO Logistics (GXO) | 3.0 | $12M | 226k | 52.49 | |
| Servicenow (NOW) | 2.6 | $10M | 11k | 913.27 | |
| Ferguson (FERG) | 2.5 | $10M | 45k | 222.87 | |
| Darling International (DAR) | 2.4 | $9.7M | 315k | 30.63 | |
| Icon (ICLR) | 2.3 | $9.3M | 53k | 173.67 | |
| Moody's Corporation (MCO) | 2.3 | $9.1M | 19k | 472.85 | |
| Tenable Hldgs (TENB) | 2.2 | $8.8M | 306k | 28.94 | |
| Anthem (ELV) | 2.1 | $8.5M | 27k | 320.66 | |
| Alcon (ALC) | 2.0 | $8.1M | 110k | 73.94 | |
| Keysight Technologies (KEYS) | 1.9 | $7.6M | 44k | 173.59 | |
| JPMorgan Chase & Co. (JPM) | 1.9 | $7.4M | 24k | 313.03 | |
| Rayonier (RYN) | 1.6 | $6.3M | 239k | 26.34 | |
| Wells Fargo & Company (WFC) | 1.2 | $4.8M | 58k | 83.18 |
