Firetrail Investments Pty as of March 31, 2026
Portfolio Holdings for Firetrail Investments Pty
Firetrail Investments Pty holds 28 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.9 | $26M | 103k | 253.94 | |
| Taiwan Semiconductor Manufactu Adr (TSM) | 8.6 | $25M | 74k | 338.15 | |
| Amazon (AMZN) | 7.3 | $21M | 102k | 208.39 | |
| Advanced Micro Devices (AMD) | 5.3 | $16M | 76k | 203.55 | |
| NVIDIA Corporation (NVDA) | 5.0 | $15M | 85k | 174.50 | |
| McKesson Corporation (MCK) | 4.8 | $14M | 16k | 865.87 | |
| Deere & Company (DE) | 4.6 | $13M | 24k | 563.63 | |
| MasterCard Incorporated (MA) | 4.3 | $13M | 25k | 499.95 | |
| Keysight Technologies (KEYS) | 3.7 | $11M | 39k | 282.54 | |
| Darling International (DAR) | 3.6 | $10M | 169k | 61.89 | |
| Ecolab (ECL) | 3.5 | $10M | 39k | 266.18 | |
| AutoZone (AZO) | 3.4 | $10M | 3.0k | 3379.75 | |
| Weyerhaeuser Company (WY) | 3.4 | $10M | 410k | 24.44 | |
| Aptiv Holdings (APTV) | 3.3 | $9.6M | 138k | 69.48 | |
| Anthem (ELV) | 3.2 | $9.5M | 32k | 292.92 | |
| GXO Logistics (GXO) | 3.1 | $9.0M | 174k | 51.88 | |
| Vail Resorts (MTN) | 3.0 | $8.7M | 68k | 128.40 | |
| Trane Technologies (TT) | 2.9 | $8.6M | 21k | 416.98 | |
| Interactive Brokers (IBKR) | 2.4 | $6.9M | 103k | 67.11 | |
| Icon (ICLR) | 2.2 | $6.4M | 58k | 110.72 | |
| Alcon (ALC) | 2.1 | $6.3M | 85k | 73.85 | |
| Servicenow (NOW) | 2.1 | $6.1M | 59k | 104.61 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $5.3M | 18k | 294.33 | |
| Cadence Design Systems (CDNS) | 1.8 | $5.2M | 19k | 278.03 | |
| Moody's Corporation (MCO) | 1.8 | $5.1M | 12k | 436.50 | |
| Fair Isaac Corporation (FICO) | 1.4 | $4.0M | 3.8k | 1068.16 | |
| Tenable Hldgs (TENB) | 1.4 | $4.0M | 235k | 16.92 | |
| Wells Fargo & Company (WFC) | 1.2 | $3.5M | 45k | 79.66 |
