FIRETRAIL INVESTMENTS PTY LTD 13F Holdings

CIK 0001943822 · BRISBANE, QLD, C3

As of Sep 30, 2025, FIRETRAIL INVESTMENTS PTY LTD reported 28 positions worth $399.3M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
NVIDIA CORPNVDATechnology192,183$35.6M8.91%
APPLE INCAAPLTechnology139,315$35.2M8.82%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology100,494$27.9M6.98%
MASTERCARD INCMAFinancial Services33,478 8.9M4.73%
MCKESSON CORPMCKHealthcare24,520 8.8M4.71%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services249,740 7.1M4.27%
AUTOZONE INCAZOConsumer Cyclical3,873 6.5M4.13%
BOOKING HOLDINGS INCBKNGIndustrials3,037 6.3M4.08%
DEERE & CODEIndustrials35,647 6.2M4.05%
ADVANCED MICRO DEVICES INCAMDEquity98,751 5.9M3.97%
APTIV PLCAPTVConsumer Cyclical179,377 5.3M3.84%
ECOLAB INCECLBasic Materials54,279 4.8M3.69%
TRANE TECHNOLOGIES PLCTTBasic Materials32,677 3.7M3.43%
VAIL RESORTS INCMTNConsumer Cyclical87,801 3.0M3.26%
FAIR ISAAC CORPFICOTechnology8,386 2.5M3.12%
GXO LOGISTICS INCGXOIndustrials225,473 1.8M2.96%
SERVICENOW INCNOWTechnology11,294 0.3M2.58%
FERGUSON ENTERPRISES INCFERGIndustrials45,352 0.1M2.53%
DARLING INGREDIENTS INCDARConsumer Defensive315,325$9.7M2.42%
ICON PLCICLRHealthcare53,265$9.3M2.32%
MOODYS CORPMCOFinancial Services19,205$9.1M2.27%
TENABLE HOLDINGS INCTENBTechnology305,642$8.8M2.22%
ELEVANCE HEALTH INCELVHealthcare26,464$8.5M2.13%
ALCON INCALCHealthcare109,778$8.1M2.03%
KEYSIGHT TECHNOLOGIES INCKEYSTechnology43,685$7.6M1.90%