Firetrail Investments PTY LTD
Firetrail Investments PTY LTD reported 32 holdings worth US$355M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Firetrail Investments PTY LTD reported 32 holdings worth US$355M as of Jun 30, 2026. Largest: Apple Inc, Advanced Micro Devices Inc and Taiwan Semiconductor Manufacturing Co., Ltd. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$355M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 101K | US$29.1M | 8.2% |
| Advanced Micro Devices Inc | 47,326 | US$27.3M | 7.7% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 53,127 | US$25.2M | 7.1% |
| Amazon.com, Inc. | 99,939 | US$23.7M | 6.7% |
| Nvidia Corporation | 82,366 | US$16.4M | 4.6% |
| Deere & Company | 23,102 | US$14.6M | 4.1% |
| Mastercard Incorporated | 24,502 | US$12.5M | 3.5% |
| Elevance Health, Inc. | 31,530 | US$12.1M | 3.4% |
| Mckesson Corporation | 15,910 | US$11.9M | 3.4% |
| Cadence Design Systems, Inc. | 29,116 | US$10.9M | 3.1% |
| Ecolab Inc. | 37,942 | US$10.5M | 3.0% |
| Weyerhaeuser Company | 400K | US$9.52M | 2.7% |
| Keysight Technologies Inc. | 26,873 | US$9.35M | 2.6% |
| Autozone, Inc. | 2,920 | US$9.28M | 2.6% |
| Vail Resorts, Inc. | 66,330 | US$8.98M | 2.5% |
| Darling Ingredients Inc. | 164K | US$8.93M | 2.5% |
| Interactive Brokers Group, Inc. | 101K | US$8.71M | 2.5% |
| Tenable Holdings, Inc. | 229K | US$8.39M | 2.4% |
| Microsoft Corp. | 19,160 | US$7.1M | 2.0% |
| Gxo Logistics, Inc. | 125K | US$6.3M | 1.8% |
| Jp Morgan Chase & Co. | 17,672 | US$5.75M | 1.6% |
| Servicenow, Inc. | 57,097 | US$5.63M | 1.6% |
| Moody's Corporation | 11,464 | US$5.16M | 1.5% |
| Mongodb, Inc. | 13,420 | US$4.48M | 1.3% |
| Wells Fargo & Company | 43,465 | US$3.57M | 1.0% |
| Isoenergy Ltd. | 293K | US$2.9M | 0.82% |
| International Business Machines Corporation | 6,820 | US$1.91M | 0.54% |
| Fair Isaac Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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