FIRETRAIL INVESTMENTS PTY LTD
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | WY | 410K | $10.03M |
 | TENB | 235K | $3.97M |
 | GXO | 174K | $9.02M |
 | DAR | 169K | $10.43M |
 | APTV | 138K | $9.59M |
 | IBKR | 103K | $6.93M |
 | AAPL | 103K | $26.21M |
 | AMZN | 102K | $21.35M |
 | ALC | 85K | $6.26M |
 | NVDA | 84K | $14.74M |
 | AMD | 76K | $15.50M |
 | TSM | 74K | $25.13M |
 | MTN | 68K | $8.72M |
 | NOW | 58K | $6.12M |
 | ICLR | 58K | $6.38M |
 | WFC | 45K | $3.55M |
 | ECL | 39K | $10.34M |
 | KEYS | 39K | $10.94M |
 | ELV | 32K | $9.47M |
 | MA | 25K | $12.55M |
Weyerhaeuser Company
WY
Shares Held
410K
Value
$10.03M
Tenable Holdings, Inc.
TENB
Shares Held
235K
Value
$3.97M
GXO Logistics, Inc.
GXO
Shares Held
174K
Value
$9.02M
Darling Ingredients Inc.
DAR
Shares Held
169K
Value
$10.43M
Aptiv PLC
APTV
Shares Held
138K
Value
$9.59M
Interactive Brokers Group, Inc.
IBKR
Shares Held
103K
Value
$6.93M
Apple Inc.
AAPL
Shares Held
103K
Value
$26.21M
Amazon.com, Inc.
AMZN
Shares Held
102K
Value
$21.35M
Alcon Inc.
ALC
Shares Held
85K
Value
$6.26M
NVIDIA Corporation
NVDA
Shares Held
84K
Value
$14.74M
Advanced Micro Devices, Inc.
AMD
Shares Held
76K
Value
$15.50M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
74K
Value
$25.13M
Vail Resorts, Inc.
MTN
Shares Held
68K
Value
$8.72M
ServiceNow, Inc.
NOW
Shares Held
58K
Value
$6.12M
ICON Public Limited Company
ICLR
Shares Held
58K
Value
$6.38M
Wells Fargo & Company
WFC
Shares Held
45K
Value
$3.55M
Ecolab Inc.
ECL
Shares Held
39K
Value
$10.34M
Keysight Technologies, Inc.
KEYS
Shares Held
39K
Value
$10.94M
Elevance Health Inc.
ELV
Shares Held
32K
Value
$9.47M
Mastercard Incorporated
MA
Shares Held
25K
Value
$12.55M