FIRETRAIL INVESTMENTS PTY LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WY | 318K | $7.57M |
 | DAR | 230K | $8.31M |
 | TENB | 223K | $5.27M |
 | GXO | 166K | $8.78M |
 | APTV | 131K | $10.03M |
 | AAPL | 102K | $27.85M |
 | IBKR | 98K | $6.35M |
 | ALC | 81K | $6.47M |
 | NVDA | 81K | $15.10M |
 | TSM | 74K | $22.46M |
 | AMD | 73K | $15.65M |
 | MTN | 65K | $8.63M |
 | ICLR | 55K | $10.07M |
 | AMZN | 47K | $10.89M |
 | ECL | 44K | $11.51M |
 | WFC | 42K | $3.97M |
 | NOW | 41K | $6.38M |
 | KEYS | 37K | $7.52M |
 | ELV | 31K | $10.83M |
 | DE | 29K | $13.61M |
Weyerhaeuser Company
WY
Shares Held
318K
Value
$7.57M
Darling Ingredients Inc.
DAR
Shares Held
230K
Value
$8.31M
Tenable Holdings, Inc.
TENB
Shares Held
223K
Value
$5.27M
GXO Logistics, Inc.
GXO
Shares Held
166K
Value
$8.78M
Aptiv PLC
APTV
Shares Held
131K
Value
$10.03M
Apple Inc.
AAPL
Shares Held
102K
Value
$27.85M
Interactive Brokers Group, Inc.
IBKR
Shares Held
98K
Value
$6.35M
Alcon Inc.
ALC
Shares Held
81K
Value
$6.47M
NVIDIA Corporation
NVDA
Shares Held
81K
Value
$15.10M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
74K
Value
$22.46M
Advanced Micro Devices, Inc.
AMD
Shares Held
73K
Value
$15.65M
Vail Resorts, Inc.
MTN
Shares Held
65K
Value
$8.63M
ICON Public Limited Company
ICLR
Shares Held
55K
Value
$10.07M
Amazon.com, Inc.
AMZN
Shares Held
47K
Value
$10.89M
Ecolab Inc.
ECL
Shares Held
44K
Value
$11.51M
Wells Fargo & Company
WFC
Shares Held
42K
Value
$3.97M
ServiceNow, Inc.
NOW
Shares Held
41K
Value
$6.38M
Keysight Technologies, Inc.
KEYS
Shares Held
37K
Value
$7.52M
Elevance Health Inc.
ELV
Shares Held
31K
Value
$10.83M
Deere & Company
DE
Shares Held
29K
Value
$13.61M