Holdings
Firetrail Investments PTY LTD
As of Jun 30, 2026, Firetrail Investments PTY LTD reported 27 positions worth US$300M. Largest: Apple Inc, Advanced Micro Devices Inc and Taiwan Semiconductor Manufacturing Co., Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 101K | US$29.1M | −2,150 | Jun 30, 2026 |
| Advanced Micro Devices Inc | 47,326 | US$27.3M | −28,800 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 53,127 | US$25.2M | −21,200 | Jun 30, 2026 |
| Amazon.com, Inc. | 99,939 | US$23.7M | −2,500 | Jun 30, 2026 |
| Nvidia Corporation | 82,366 | US$16.4M | −2,100 | Jun 30, 2026 |
| Deere & Company | 23,102 | US$14.6M | −600 | Jun 30, 2026 |
| Mastercard Incorporated | 24,502 | US$12.5M | −600 | Jun 30, 2026 |
| Elevance Health, Inc. | 31,530 | US$12.1M | −800 | Jun 30, 2026 |
| Mckesson Corporation | 15,910 | US$11.9M | −400 | Jun 30, 2026 |
| Cadence Design Systems, Inc. | 29,116 | US$10.9M | +10,430 | Jun 30, 2026 |