13F HOLDINGS REPORT
FIRETRAIL INVESTMENTS PTY LTD
Quarter ended Q3 2025 · Filed November 5, 2025 · Accession 0001943822-25-000008
Total Value
$399.3M
Positions
28
Other Managers
0
Confidential Omitted
No
Holdings (28)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA Corp | NVDA | 192,183 | $35.6M | 8.91% |
| 2 | Apple Inc | AAPL | 139,315 | $35.2M | 8.82% |
| 3 | Taiwan Semiconductor Manufactu | 874039100 | 100,494 | $27.9M | 6.98% |
| 4 | Mastercard Inc | MA | 33,478 | $18.9M | 4.73% |
| 5 | McKesson Corp | MCK | 24,520 | $18.8M | 4.71% |
| 6 | Interactive Brokers Group Inc | 45841N107 | 249,740 | $17.1M | 4.27% |
| 7 | AutoZone Inc | AZO | 3,873 | $16.5M | 4.13% |
| 8 | Booking Holdings Inc | BKNG | 3,037 | $16.3M | 4.08% |
| 9 | Deere & Co | DE | 35,647 | $16.2M | 4.05% |
| 10 | Advanced Micro Devices Inc | AMD | 98,751 | $15.9M | 3.97% |
| 11 | Aptiv PLC | APTV | 179,377 | $15.3M | 3.84% |
| 12 | Ecolab Inc | ECL | 54,279 | $14.8M | 3.69% |
| 13 | Trane Technologies PLC | TT | 32,677 | $13.7M | 3.43% |
| 14 | Vail Resorts Inc | MTN | 87,801 | $13.0M | 3.26% |
| 15 | Fair Isaac Corp | FICO | 8,386 | $12.5M | 3.12% |
| 16 | GXO Logistics Inc | GXO | 225,473 | $11.8M | 2.96% |
| 17 | ServiceNow Inc | NOW | 11,294 | $10.3M | 2.58% |
| 18 | Ferguson Enterprises Inc | FERG | 45,352 | $10.1M | 2.53% |
| 19 | Darling Ingredients Inc | DAR | 315,325 | $9.7M | 2.42% |
| 20 | ICON PLC | ICLR | 53,265 | $9.3M | 2.32% |
| 21 | Moody's Corp | MCO | 19,205 | $9.1M | 2.27% |
| 22 | Tenable Holdings Inc | 88025T102 | 305,642 | $8.8M | 2.22% |
| 23 | Elevance Health Inc | ELV | 26,464 | $8.5M | 2.13% |
| 24 | Alcon AG | ALC | 109,778 | $8.1M | 2.03% |
| 25 | Keysight Technologies Inc | KEYS | 43,685 | $7.6M | 1.90% |
| 26 | JPMorgan Chase & Co | VYLD | 23,768 | $7.4M | 1.86% |
| 27 | Rayonier Inc | RYN | 238,735 | $6.3M | 1.57% |
| 28 | Wells Fargo & Co | 949746101 | 57,795 | $4.8M | 1.20% |