The Analysis of FIRETRAIL INVESTMENTS PTY LTD's Holdings
Currently, FIRETRAIL INVESTMENTS PTY LTD holds 29 types of securities in its portfolio with a total value $305.1M. In the most recent quarter, they have increased their positions in AMZN (+47.0K shares, valued at $10.9M), WY (+317.9K shares, valued at $7.6M), NOW (+30.2K shares, valued at $4.6M); decreased their positions in NVDA (-111.6K shares, valued at $20.9M), AAPL (-37.4K shares, valued at $10.2M), IBKR (-151.5K shares, valued at $9.8M); initiated new positions in AMZN (+47.0K shares, valued at $10.9M), WY (+317.9K shares, valued at $7.6M), CDNS (+11.5K shares, valued at $3.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL Apple Inc102.0K shares-26.82%2025-12-312026-02-04
TSM Taiwan Semiconductor Manufactu73.5K shares-26.83%2025-12-312026-02-04 MA Mastercard Inc27.7K shares-17.34%2025-12-312026-02-04 AMD Advanced Micro Devices Inc72.7K shares-26.38%2025-12-312026-02-04 NVDA NVIDIA Corp80.6K shares-58.07%2025-12-312026-02-04 MCK McKesson Corp18.0K shares-26.61%2025-12-312026-02-04 DE Deere & Co29.1K shares-18.41%2025-12-312026-02-04 BKNG Booking Holdings Inc2.2K shares-27.10%2025-12-312026-02-04 ECL Ecolab Inc43.6K shares-19.62%2025-12-312026-02-04 AMZN Amazon.com Inc47.0K sharesnew addition2025-12-312026-02-04 ELV Elevance Health Inc30.8K shares16.21%2025-12-312026-02-04 MCO Moody's Corp19.7K shares2.74%2025-12-312026-02-04 ICLR ICON PLC55.0K shares3.21%2025-12-312026-02-04 Aptiv PLC Aptiv PLC131.2K shares-26.84%2025-12-312026-02-04 AZO AutoZone Inc2.8K shares-26.83%2025-12-312026-02-04 GXO GXO Logistics Inc166.0K shares-26.36%2025-12-312026-02-04 MTN Vail Resorts Inc64.6K shares-26.38%2025-12-312026-02-04 FICO Fair Isaac Corp5.1K shares-39.63%2025-12-312026-02-04 DAR Darling Ingredients Inc229.7K shares-27.14%2025-12-312026-02-04 TT Trane Technologies PLC19.6K shares-40.07%2025-12-312026-02-04 WY Weyerhaeuser Co317.9K sharesnew addition2025-12-312026-02-04 KEYS Keysight Technologies Inc36.8K shares-15.70%2025-12-312026-02-04 ALC Alcon AG80.6K shares-26.57%2025-12-312026-02-04 NOW ServiceNow Inc41.5K shares267.05%2025-12-312026-02-04 IBKR Interactive Brokers Group Inc98.2K shares-60.67%2025-12-312026-02-04 JPM JPMorgan Chase & Co17.3K shares-27.37%2025-12-312026-02-04 TENB Tenable Holdings Inc222.9K shares-27.06%2025-12-312026-02-04 WFC Wells Fargo & Co42.4K shares-26.61%2025-12-312026-02-04 CDNS Cadence Design Systems Inc11.5K sharesnew addition2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available