13F HOLDINGS REPORT
FIRETRAIL INVESTMENTS PTY LTD
Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001943822-26-000001
Total Value
$305.1M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Apple Inc | AAPL | 101,954 | $27.9M | 9.13% |
| 2 | Taiwan Semiconductor Manufactu | 874039100 | 73,536 | $22.5M | 7.36% |
| 3 | Mastercard Inc | MA | 27,672 | $15.9M | 5.20% |
| 4 | Advanced Micro Devices Inc | AMD | 72,700 | $15.6M | 5.13% |
| 5 | NVIDIA Corp | NVDA | 80,584 | $15.1M | 4.95% |
| 6 | McKesson Corp | MCK | 17,996 | $14.8M | 4.86% |
| 7 | Deere & Co | DE | 29,085 | $13.6M | 4.46% |
| 8 | Booking Holdings Inc | BKNG | 2,214 | $11.9M | 3.90% |
| 9 | Ecolab Inc | ECL | 43,627 | $11.5M | 3.77% |
| 10 | Amazon.com Inc | AMZN | 46,954 | $10.9M | 3.57% |
| 11 | Elevance Health Inc | ELV | 30,755 | $10.8M | 3.55% |
| 12 | Moody's Corp | MCO | 19,732 | $10.1M | 3.32% |
| 13 | ICON PLC | ICLR | 54,976 | $10.1M | 3.30% |
| 14 | Aptiv PLC | APTV | 131,234 | $10.0M | 3.29% |
| 15 | AutoZone Inc | AZO | 2,834 | $9.7M | 3.17% |
| 16 | GXO Logistics Inc | GXO | 166,041 | $8.8M | 2.88% |
| 17 | Vail Resorts Inc | MTN | 64,639 | $8.6M | 2.83% |
| 18 | Fair Isaac Corp | FICO | 5,063 | $8.6M | 2.82% |
| 19 | Darling Ingredients Inc | DAR | 229,733 | $8.3M | 2.72% |
| 20 | Trane Technologies PLC | TT | 19,584 | $7.7M | 2.51% |
| 21 | Weyerhaeuser Co | WY | 317,891 | $7.6M | 2.48% |
| 22 | Keysight Technologies Inc | KEYS | 36,826 | $7.5M | 2.46% |
| 23 | Alcon AG | ALC | 80,612 | $6.5M | 2.12% |
| 24 | ServiceNow Inc | NOW | 41,455 | $6.4M | 2.09% |
| 25 | Interactive Brokers Group Inc | 45841N107 | 98,226 | $6.3M | 2.08% |
| 26 | JPMorgan Chase & Co | VYLD | 17,262 | $5.6M | 1.83% |
| 27 | Tenable Holdings Inc | 88025T102 | 222,946 | $5.3M | 1.73% |
| 28 | Wells Fargo & Co | 949746101 | 42,413 | $4.0M | 1.30% |
| 29 | Cadence Design Systems Inc | CDNS | 11,525 | $3.6M | 1.19% |