Firetrail Investments Pty as of June 30, 2026
Portfolio Holdings for Firetrail Investments Pty
Firetrail Investments Pty holds 32 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.2 | $29M | 101k | 287.60 | |
| Advanced Micro Devices (AMD) | 7.7 | $27M | 47k | 577.39 | |
| Taiwan Semiconductor Manufactu Adr (TSM) | 7.1 | $25M | 53k | 474.67 | |
| Amazon (AMZN) | 6.7 | $24M | 100k | 236.89 | |
| Lithium Americas Argentina Corp (LAR) | 4.9 | $18M | 2.1M | 8.22 | |
| NVIDIA Corporation (NVDA) | 4.6 | $16M | 82k | 198.88 | |
| Deere & Company (DE) | 4.1 | $15M | 23k | 630.48 | |
| MasterCard Incorporated (MA) | 3.5 | $13M | 25k | 510.48 | |
| Anthem (ELV) | 3.4 | $12M | 32k | 384.38 | |
| Icon (ICLR) | 3.4 | $12M | 70k | 172.66 | |
| McKesson Corporation (MCK) | 3.4 | $12M | 16k | 751.02 | |
| Cadence Design Systems (CDNS) | 3.1 | $11M | 29k | 373.04 | |
| Ecolab (ECL) | 3.0 | $11M | 38k | 276.92 | |
| Trane Technologies (TT) | 2.8 | $9.8M | 20k | 488.18 | |
| Aptiv Holdings (APTV) | 2.7 | $9.6M | 158k | 61.01 | |
| Weyerhaeuser Company (WY) | 2.7 | $9.5M | 400k | 23.79 | |
| Keysight Technologies (KEYS) | 2.6 | $9.4M | 27k | 347.95 | |
| AutoZone (AZO) | 2.6 | $9.3M | 2.9k | 3176.55 | |
| Vail Resorts (MTN) | 2.5 | $9.0M | 66k | 135.32 | |
| Darling International (DAR) | 2.5 | $8.9M | 165k | 54.29 | |
| Interactive Brokers (IBKR) | 2.5 | $8.7M | 101k | 86.51 | |
| Tenable Hldgs (TENB) | 2.4 | $8.4M | 229k | 36.66 | |
| Microsoft Corporation (MSFT) | 2.0 | $7.1M | 19k | 370.76 | |
| GXO Logistics (GXO) | 1.8 | $6.3M | 125k | 50.39 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $5.7M | 18k | 325.34 | |
| Servicenow (NOW) | 1.6 | $5.6M | 57k | 98.68 | |
| Alcon (ALC) | 1.6 | $5.6M | 83k | 67.26 | |
| Moody's Corporation (MCO) | 1.5 | $5.2M | 12k | 450.17 | |
| Mongodb Inc. Class A (MDB) | 1.3 | $4.5M | 13k | 333.86 | |
| Wells Fargo & Company (WFC) | 1.0 | $3.6M | 44k | 82.14 | |
| Isoenergy Ltd F (ISOU) | 0.8 | $2.9M | 293k | 9.91 | |
| International Business Machines (IBM) | 0.5 | $1.9M | 6.8k | 279.50 |
