Firetrail Investments Pty as of Dec. 31, 2025
Portfolio Holdings for Firetrail Investments Pty
Firetrail Investments Pty holds 29 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.1 | $28M | 102k | 273.19 | |
| Taiwan Semiconductor Manufactu Adr (TSM) | 7.4 | $23M | 74k | 305.37 | |
| MasterCard Incorporated (MA) | 5.2 | $16M | 28k | 573.66 | |
| Advanced Micro Devices (AMD) | 5.1 | $16M | 73k | 215.20 | |
| NVIDIA Corporation (NVDA) | 4.9 | $15M | 81k | 187.41 | |
| McKesson Corporation (MCK) | 4.9 | $15M | 18k | 824.29 | |
| Deere & Company (DE) | 4.5 | $14M | 29k | 467.84 | |
| Booking Holdings (BKNG) | 3.9 | $12M | 2.2k | 5381.43 | |
| Ecolab (ECL) | 3.8 | $12M | 44k | 263.80 | |
| Amazon (AMZN) | 3.6 | $11M | 47k | 231.95 | |
| Anthem (ELV) | 3.6 | $11M | 31k | 352.26 | |
| Moody's Corporation (MCO) | 3.3 | $10M | 20k | 513.34 | |
| Icon (ICLR) | 3.3 | $10M | 55k | 183.11 | |
| Aptiv Holdings (APTV) | 3.3 | $10M | 131k | 76.46 | |
| AutoZone (AZO) | 3.2 | $9.7M | 2.8k | 3408.03 | |
| GXO Logistics (GXO) | 2.9 | $8.8M | 166k | 52.90 | |
| Vail Resorts (MTN) | 2.8 | $8.6M | 65k | 133.45 | |
| Fair Isaac Corporation (FICO) | 2.8 | $8.6M | 5.1k | 1698.86 | |
| Darling International (DAR) | 2.7 | $8.3M | 230k | 36.18 | |
| Trane Technologies (TT) | 2.5 | $7.7M | 20k | 391.10 | |
| Weyerhaeuser Company (WY) | 2.5 | $7.6M | 318k | 23.81 | |
| Keysight Technologies (KEYS) | 2.5 | $7.5M | 37k | 204.18 | |
| Alcon (ALC) | 2.1 | $6.5M | 81k | 80.26 | |
| Servicenow (NOW) | 2.1 | $6.4M | 42k | 153.94 | |
| Interactive Brokers (IBKR) | 2.1 | $6.3M | 98k | 64.62 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $5.6M | 17k | 323.79 | |
| Tenable Hldgs (TENB) | 1.7 | $5.3M | 223k | 23.64 | |
| Wells Fargo & Company (WFC) | 1.3 | $4.0M | 42k | 93.65 | |
| Cadence Design Systems (CDNS) | 1.2 | $3.6M | 12k | 314.10 |
