13F Filings for FIRETRAIL INVESTMENTS PTY LTD (CIK: 1943822)
View the most recent portfolio holdings disclosed by FIRETRAIL INVESTMENTS PTY LTD in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| NVDA - NVIDIA Corp(Class: COM) | 195.65K | $30.80M | 8.04% | Decreased | 1.64K (0.0%, $9.18M) |
| AAPL - Apple Inc(Class: COM) | 146.20K | $29.89M | 7.80% | Decreased | 2.56K (1.0%, $3.52M) |
| TSM - Taiwan Semiconductor Manufactu(Class: ADR) | 108.26K | $24.43M | 6.38% | Decreased | 1.93K (1.0%, $5.94M) |
| IBKR - Interactive Brokers Group Inc(Class: COM) | 421.47K | $23.27M | 6.07% | Increased | 314.17K (292.0%, $5.31M) |
| MA - Mastercard Inc(Class: COM) | 33.76K | $18.90M | 4.93% | New | 33.76K ($18.90M) |
| MCK - McKesson Corp(Class: COM) | 25.37K | $18.52M | 4.83% | Decreased | 507 (1.0%, $918.90K) |
| BKNG - Booking Holdings Inc(Class: COM) | 3.17K | $18.31M | 4.78% | Decreased | 65 (2.0%, $3.22M) |
| DE - Deere Co(Class: COM) | 35.77K | $18.12M | 4.73% | Decreased | 720 (1.0%, $810.05K) |
| AZO - AutoZone Inc(Class: COM) | 4.04K | $14.93M | 3.90% | Decreased | 90 (2.0%, $974.48K) |
| ECL - Ecolab Inc(Class: COM) | 54.47K | $14.62M | 3.82% | Decreased | 1.26K (2.0%, $341.43K) |
| TT - Trane Technologies PLC(Class: COM) | 32.80K | $14.29M | 3.73% | Decreased | 763 (2.0%, $2.86M) |
| AMD - Advanced Micro Devices Inc(Class: COM) | 99.45K | $14.06M | 3.67% | Increased | 17.91K (21.0%, $5.59M) |
| AMT - American Tower Corp(Class: COM) | 63.38K | $13.96M | 3.64% | Decreased | 1.51K (2.0%, $316.58K) |
| MTN - Vail Resorts Inc(Class: COM) | 88.55K | $13.86M | 3.62% | New | 88.55K ($13.86M) |
| APTV - Aptiv PLC(Class: COM) | 180.02K | $12.24M | 3.19% | Decreased | 4.63K (2.0%, $1.13M) |
| DAR - Darling Ingredients Inc(Class: COM) | 316.46K | $11.96M | 3.12% | Decreased | 28.68K (8.0%, $1.06M) |
| NOW - ServiceNow Inc(Class: COM) | 11.33K | $11.61M | 3.03% | Decreased | 316 (2.0%, $2.23M) |
| GXO - GXO Logistics Inc(Class: COM) | 226.26K | $10.98M | 2.87% | Decreased | 1.82K (0.0%, $1.97M) |
| TENB - Tenable Holdings Inc(Class: COM) | 306.73K | $10.32M | 2.69% | Decreased | 8.58K (2.0%, $825.68K) |
| ELV - Elevance Health Inc(Class: COM) | 26.56K | $10.29M | 2.69% | Decreased | 744 (2.0%, $1.71M) |
| FERG - Ferguson Enterprises Inc(Class: COM) | 45.79K | $9.93M | 2.59% | Decreased | 1.68K (3.0%, $2.25M) |
| ALC - Alcon AG(Class: COM) | 110.17K | $9.68M | 2.53% | Decreased | 805 (0.0%, $875.31K) |
| RYAN - Ryan Specialty Holdings Inc(Class: COM) | 137.53K | $9.32M | 2.43% | Decreased | 3.81K (2.0%, $1.24M) |
| ICLR - ICON PLC(Class: COM) | 53.45K | $7.75M | 2.02% | Increased | 19.85K (59.0%, $1.80M) |
| FICO - Fair Isaac Corp(Class: COM) | 3.18K | $5.79M | 1.51% | New | 3.18K ($5.79M) |