Filed: 2/4/2026ACC: 0001943822-26-000001
📋 What this filing means
FIRETRAIL INVESTMENTS PTY LTD filed this quarterly 13F‑HR report disclosing 29 equity positions with a total reported market value of $305.13M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
29
Positions
$305.13M
Total AUM (reported)
2.09M
Total Shares
Allocation by class
COM$282.67M92.6%
ADR$22.46M7.4%
Portfolio Concentration
Top 3$66.18M21.7%
4–10$93.50M30.6%
11–25$126.99M41.6%
Rest$18.45M6.0%
Top 3 weight
21.7%
Top 10 weight
52.3%
Voting Authority Distribution
Total shares with voting rights: 2.09M
Sole
Full voting authority
2.09M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole29
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings29
Rows:
Apple Inc
SOLEShares101.95K
TypeSH
Market value$27.85M
9.13%
Sole
101.95K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufactu
SOLEShares73.54K
TypeSH
Market value$22.46M
7.36%
Sole
73.54K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares27.67K
TypeSH
Market value$15.87M
5.20%
Sole
27.67K
Shared
0.00
None
0.00
Advanced Micro Devices Inc
SOLEShares72.70K
TypeSH
Market value$15.65M
5.13%
Sole
72.70K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares80.58K
TypeSH
Market value$15.10M
4.95%
Sole
80.58K
Shared
0.00
None
0.00
McKesson Corp
SOLEShares18K
TypeSH
Market value$14.83M
4.86%
Sole
18K
Shared
0.00
None
0.00
Deere & Co
SOLEShares29.09K
TypeSH
Market value$13.61M
4.46%
Sole
29.09K
Shared
0.00
None
0.00
Booking Holdings Inc
SOLEShares2.21K
TypeSH
Market value$11.91M
3.90%
Sole
2.21K
Shared
0.00
None
0.00
Ecolab Inc
SOLEShares43.63K
TypeSH
Market value$11.51M
3.77%
Sole
43.63K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares46.95K
TypeSH
Market value$10.89M
3.57%
Sole
46.95K
Shared
0.00
None
0.00
Elevance Health Inc
SOLEShares30.75K
TypeSH
Market value$10.83M
3.55%
Sole
30.75K
Shared
0.00
None
0.00
Moody's Corp
SOLEShares19.73K
TypeSH
Market value$10.13M
3.32%
Sole
19.73K
Shared
0.00
None
0.00
ICON PLC
SOLEShares54.98K
TypeSH
Market value$10.07M
3.30%
Sole
54.98K
Shared
0.00
None
0.00
Aptiv PLC
SOLEShares131.23K
TypeSH
Market value$10.03M
3.29%
Sole
131.23K
Shared
0.00
None
0.00
AutoZone Inc
SOLEShares2.83K
TypeSH
Market value$9.66M
3.17%
Sole
2.83K
Shared
0.00
None
0.00
GXO Logistics Inc
SOLEShares166.04K
TypeSH
Market value$8.78M
2.88%
Sole
166.04K
Shared
0.00
None
0.00
Vail Resorts Inc
SOLEShares64.64K
TypeSH
Market value$8.63M
2.83%
Sole
64.64K
Shared
0.00
None
0.00
Fair Isaac Corp
SOLEShares5.06K
TypeSH
Market value$8.60M
2.82%
Sole
5.06K
Shared
0.00
None
0.00
Darling Ingredients Inc
SOLEShares229.73K
TypeSH
Market value$8.31M
2.72%
Sole
229.73K
Shared
0.00
None
0.00
Trane Technologies PLC
SOLEShares19.58K
TypeSH
Market value$7.66M
2.51%
Sole
19.58K
Shared
0.00
None
0.00
Weyerhaeuser Co
SOLEShares317.89K
TypeSH
Market value$7.57M
2.48%
Sole
317.89K
Shared
0.00
None
0.00
Keysight Technologies Inc
SOLEShares36.83K
TypeSH
Market value$7.52M
2.46%
Sole
36.83K
Shared
0.00
None
0.00
Alcon AG
SOLEShares80.61K
TypeSH
Market value$6.47M
2.12%
Sole
80.61K
Shared
0.00
None
0.00
ServiceNow Inc
SOLEShares41.45K
TypeSH
Market value$6.38M
2.09%
Sole
41.45K
Shared
0.00
None
0.00
Interactive Brokers Group Inc
SOLEShares98.23K
TypeSH
Market value$6.35M
2.08%
Sole
98.23K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 101.95K | SH | $27.85M 9.13% | 101.95K | 0.00 | 0.00 |
Taiwan Semiconductor ManufactuSOLE | ADR | 73.54K | SH | $22.46M 7.36% | 73.54K | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 27.67K | SH | $15.87M 5.20% | 27.67K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | COM | 72.70K | SH | $15.65M 5.13% | 72.70K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 80.58K | SH | $15.10M 4.95% | 80.58K | 0.00 | 0.00 |
McKesson CorpSOLE | COM | 18K | SH | $14.83M 4.86% | 18K | 0.00 | 0.00 |
Deere & CoSOLE | COM | 29.09K | SH | $13.61M 4.46% | 29.09K | 0.00 | 0.00 |
Booking Holdings IncSOLE | COM | 2.21K | SH | $11.91M 3.90% | 2.21K | 0.00 | 0.00 |
Ecolab IncSOLE | COM | 43.63K | SH | $11.51M 3.77% | 43.63K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 46.95K | SH | $10.89M 3.57% | 46.95K | 0.00 | 0.00 |
Elevance Health IncSOLE | COM | 30.75K | SH | $10.83M 3.55% | 30.75K | 0.00 | 0.00 |
Moody's CorpSOLE | COM | 19.73K | SH | $10.13M 3.32% | 19.73K | 0.00 | 0.00 |
ICON PLCSOLE | COM | 54.98K | SH | $10.07M 3.30% | 54.98K | 0.00 | 0.00 |
Aptiv PLCSOLE | COM | 131.23K | SH | $10.03M 3.29% | 131.23K | 0.00 | 0.00 |
AutoZone IncSOLE | COM | 2.83K | SH | $9.66M 3.17% | 2.83K | 0.00 | 0.00 |
GXO Logistics IncSOLE | COM | 166.04K | SH | $8.78M 2.88% | 166.04K | 0.00 | 0.00 |
Vail Resorts IncSOLE | COM | 64.64K | SH | $8.63M 2.83% | 64.64K | 0.00 | 0.00 |
Fair Isaac CorpSOLE | COM | 5.06K | SH | $8.60M 2.82% | 5.06K | 0.00 | 0.00 |
Darling Ingredients IncSOLE | COM | 229.73K | SH | $8.31M 2.72% | 229.73K | 0.00 | 0.00 |
Trane Technologies PLCSOLE | COM | 19.58K | SH | $7.66M 2.51% | 19.58K | 0.00 | 0.00 |
Weyerhaeuser CoSOLE | COM | 317.89K | SH | $7.57M 2.48% | 317.89K | 0.00 | 0.00 |
Keysight Technologies IncSOLE | COM | 36.83K | SH | $7.52M 2.46% | 36.83K | 0.00 | 0.00 |
Alcon AGSOLE | COM | 80.61K | SH | $6.47M 2.12% | 80.61K | 0.00 | 0.00 |
ServiceNow IncSOLE | COM | 41.45K | SH | $6.38M 2.09% | 41.45K | 0.00 | 0.00 |
Interactive Brokers Group IncSOLE | COM | 98.23K | SH | $6.35M 2.08% | 98.23K | 0.00 | 0.00 |
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