FIRETRAIL INVESTMENTS PTY LTD
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DAR | 315K | $9.66M |
 | TENB | 306K | $8.84M |
 | IBKR | 250K | $17.05M |
 | RYN | 239K | $6.29M |
 | GXO | 225K | $11.83M |
 | NVDA | 192K | $35.58M |
 | APTV | 179K | $15.35M |
 | AAPL | 139K | $35.20M |
 | ALC | 110K | $8.12M |
 | TSM | 100K | $27.85M |
 | AMD | 99K | $15.86M |
 | MTN | 88K | $13.03M |
 | WFC | 58K | $4.81M |
 | ECL | 54K | $14.75M |
 | ICLR | 53K | $9.25M |
 | FERG | 45K | $10.11M |
 | KEYS | 44K | $7.58M |
 | DE | 36K | $16.18M |
 | MA | 33K | $18.90M |
 | TT | 33K | $13.68M |
Darling Ingredients Inc.
DAR
Shares Held
315K
Value
$9.66M
Tenable Holdings, Inc.
TENB
Shares Held
306K
Value
$8.84M
Interactive Brokers Group, Inc.
IBKR
Shares Held
250K
Value
$17.05M
Rayonier Inc.
RYN
Shares Held
239K
Value
$6.29M
GXO Logistics, Inc.
GXO
Shares Held
225K
Value
$11.83M
NVIDIA Corporation
NVDA
Shares Held
192K
Value
$35.58M
Aptiv PLC
APTV
Shares Held
179K
Value
$15.35M
Apple Inc.
AAPL
Shares Held
139K
Value
$35.20M
Alcon Inc.
ALC
Shares Held
110K
Value
$8.12M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
100K
Value
$27.85M
Advanced Micro Devices, Inc.
AMD
Shares Held
99K
Value
$15.86M
Vail Resorts, Inc.
MTN
Shares Held
88K
Value
$13.03M
Wells Fargo & Company
WFC
Shares Held
58K
Value
$4.81M
Ecolab Inc.
ECL
Shares Held
54K
Value
$14.75M
ICON Public Limited Company
ICLR
Shares Held
53K
Value
$9.25M
Ferguson plc
FERG
Shares Held
45K
Value
$10.11M
Keysight Technologies, Inc.
KEYS
Shares Held
44K
Value
$7.58M
Deere & Company
DE
Shares Held
36K
Value
$16.18M
Mastercard Incorporated
MA
Shares Held
33K
Value
$18.90M
Trane Technologies plc
TT
Shares Held
33K
Value
$13.68M