Firetrail Investments Pty Ltd
32 holdingsFiling period: 2026-06-30Current AUM: $370.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | 101.1K | $29.1M | $34.1M | 9.20% | -2,150 | 2026-06-30 |
| 2 | AMD | Advanced Micro Devices Inc | 47.3K | $27.3M | $25.2M | 6.78% | -28,800 | 2026-06-30 |
| 3 | TSM | Taiwan Semiconductor Manufactu | 53.1K | $25.2M | $22.4M | 6.05% | -21,200 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 99.9K | $23.7M | $26.1M | 7.03% | -2,500 | 2026-06-30 |
| 5 | — | Lithium Argentina AG | 2.13M | $17.5M | $17.5M | 4.73% | -- | 2026-06-30 |
| 6 | NVDA | NVIDIA Corp | 82.4K | $16.4M | $17.7M | 4.78% | -2,100 | 2026-06-30 |
| 7 | DE | Deere & Co | 23.1K | $14.6M | $14.5M | 3.91% | -600 | 2026-06-30 |
| 8 | MA | Mastercard Inc | 24.5K | $12.5M | $15.1M | 4.07% | -600 | 2026-06-30 |
| 9 | ELV | Elevance Health Inc | 31.5K | $12.1M | $13.8M | 3.72% | -800 | 2026-06-30 |
| 10 | — | Icon PLC | 69.6K | $12.0M | $12.0M | 3.24% | +12.0K | 2026-06-30 |
| 11 | MCK | McKesson Corp | 15.9K | $11.9M | $16.3M | 4.39% | -400 | 2026-06-30 |
| 12 | CDNS | Cadence Design Systems Inc | 29.1K | $10.9M | $9.3M | 2.50% | +10.4K | 2026-06-30 |
| 13 | ECL | Ecolab Inc | 37.9K | $10.5M | $10.9M | 2.93% | -900 | 2026-06-30 |
| 14 | — | Trane Technologies PLC | 20.1K | $9.8M | $9.8M | 2.64% | -500 | 2026-06-30 |
| 15 | — | Aptiv PLC | 158.2K | $9.6M | $9.6M | 2.60% | +20.1K | 2026-06-30 |
| 16 | WY | Weyerhaeuser Co | 400.2K | $9.5M | $7.7M | 2.07% | -9,900 | 2026-06-30 |
| 17 | KEYS | Keysight Technologies Inc | 26.9K | $9.3M | $8.9M | 2.41% | -11,840 | 2026-06-30 |
| 18 | AZO | AutoZone Inc | 2.9K | $9.3M | $9.2M | 2.47% | -50 | 2026-06-30 |
| 19 | MTN | Vail Resorts Inc | 66.3K | $9.0M | $10.0M | 2.69% | -1,600 | 2026-06-30 |
| 20 | DAR | Darling Ingredients Inc | 164.5K | $8.9M | $9.7M | 2.61% | -4,100 | 2026-06-30 |
| 21 | IBKR | Interactive Brokers Group Inc | 100.7K | $8.7M | $8.3M | 2.24% | -2,600 | 2026-06-30 |
| 22 | TENB | Tenable Holdings Inc | 228.9K | $8.4M | $8.9M | 2.39% | -5,800 | 2026-06-30 |
| 23 | MSFT | Microsoft Corp | 19.2K | $7.1M | $10.1M | 2.73% | -- | 2026-06-30 |
| 24 | GXO | GXO Logistics Inc | 125.0K | $6.3M | $6.0M | 1.61% | -48,980 | 2026-06-30 |
| 25 | JPM | JPMorgan Chase & Co | 17.7K | $5.7M | $5.9M | 1.59% | -500 | 2026-06-30 |
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