Filed: 5/5/2026ACC: 0001943822-26-000003
📋 What this filing means
FIRETRAIL INVESTMENTS PTY LTD filed this quarterly 13F‑HR report disclosing 28 equity positions with a total reported market value of $293.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
28
Positions
$293.07M
Total AUM (reported)
2.23M
Total Shares
Allocation by class
COM$267.93M91.4%
ADR$25.13M8.6%
Portfolio Concentration
Top 3$72.69M24.8%
4–10$91.64M31.3%
11–25$117.16M40.0%
Rest$11.57M3.9%
Top 3 weight
24.8%
Top 10 weight
56.1%
Voting Authority Distribution
Total shares with voting rights: 2.23M
Sole
Full voting authority
2.23M
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)
Sole28
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings28
Rows:
Apple Inc
SOLEShares103.23K
TypeSH
Market value$26.21M
8.94%
Sole
103.23K
Shared
0.00
None
0.00
Taiwan Semiconductor Manufactu
SOLEShares74.33K
TypeSH
Market value$25.13M
8.58%
Sole
74.33K
Shared
0.00
None
0.00
Amazon.com Inc
SOLEShares102.44K
TypeSH
Market value$21.35M
7.28%
Sole
102.44K
Shared
0.00
None
0.00
Advanced Micro Devices Inc
SOLEShares76.13K
TypeSH
Market value$15.50M
5.29%
Sole
76.13K
Shared
0.00
None
0.00
NVIDIA Corp
SOLEShares84.47K
TypeSH
Market value$14.74M
5.03%
Sole
84.47K
Shared
0.00
None
0.00
McKesson Corp
SOLEShares16.31K
TypeSH
Market value$14.12M
4.82%
Sole
16.31K
Shared
0.00
None
0.00
Deere & Co
SOLEShares23.70K
TypeSH
Market value$13.36M
4.56%
Sole
23.70K
Shared
0.00
None
0.00
Mastercard Inc
SOLEShares25.10K
TypeSH
Market value$12.55M
4.28%
Sole
25.10K
Shared
0.00
None
0.00
Keysight Technologies Inc
SOLEShares38.71K
TypeSH
Market value$10.94M
3.73%
Sole
38.71K
Shared
0.00
None
0.00
Darling Ingredients Inc
SOLEShares168.59K
TypeSH
Market value$10.43M
3.56%
Sole
168.59K
Shared
0.00
None
0.00
Ecolab Inc
SOLEShares38.84K
TypeSH
Market value$10.34M
3.53%
Sole
38.84K
Shared
0.00
None
0.00
AutoZone Inc
SOLEShares2.97K
TypeSH
Market value$10.04M
3.43%
Sole
2.97K
Shared
0.00
None
0.00
Weyerhaeuser Co
SOLEShares410.13K
TypeSH
Market value$10.03M
3.42%
Sole
410.13K
Shared
0.00
None
0.00
Aptiv PLC
SOLEShares138.09K
TypeSH
Market value$9.59M
3.27%
Sole
138.09K
Shared
0.00
None
0.00
Elevance Health Inc
SOLEShares32.33K
TypeSH
Market value$9.47M
3.23%
Sole
32.33K
Shared
0.00
None
0.00
GXO Logistics Inc
SOLEShares173.95K
TypeSH
Market value$9.02M
3.08%
Sole
173.95K
Shared
0.00
None
0.00
Vail Resorts Inc
SOLEShares67.93K
TypeSH
Market value$8.72M
2.98%
Sole
67.93K
Shared
0.00
None
0.00
Trane Technologies PLC
SOLEShares20.59K
TypeSH
Market value$8.58M
2.93%
Sole
20.59K
Shared
0.00
None
0.00
Interactive Brokers Group Inc
SOLEShares103.26K
TypeSH
Market value$6.93M
2.36%
Sole
103.26K
Shared
0.00
None
0.00
ICON PLC
SOLEShares57.62K
TypeSH
Market value$6.38M
2.18%
Sole
57.62K
Shared
0.00
None
0.00
Alcon AG
SOLEShares84.73K
TypeSH
Market value$6.26M
2.14%
Sole
84.73K
Shared
0.00
None
0.00
ServiceNow Inc
SOLEShares58.50K
TypeSH
Market value$6.12M
2.09%
Sole
58.50K
Shared
0.00
None
0.00
JPMorgan Chase & Co
SOLEShares18.17K
TypeSH
Market value$5.35M
1.83%
Sole
18.17K
Shared
0.00
None
0.00
Cadence Design Systems Inc
SOLEShares18.69K
TypeSH
Market value$5.20M
1.77%
Sole
18.69K
Shared
0.00
None
0.00
Moody's Corp
SOLEShares11.76K
TypeSH
Market value$5.14M
1.75%
Sole
11.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Apple IncSOLE | COM | 103.23K | SH | $26.21M 8.94% | 103.23K | 0.00 | 0.00 |
Taiwan Semiconductor ManufactuSOLE | ADR | 74.33K | SH | $25.13M 8.58% | 74.33K | 0.00 | 0.00 |
Amazon.com IncSOLE | COM | 102.44K | SH | $21.35M 7.28% | 102.44K | 0.00 | 0.00 |
Advanced Micro Devices IncSOLE | COM | 76.13K | SH | $15.50M 5.29% | 76.13K | 0.00 | 0.00 |
NVIDIA CorpSOLE | COM | 84.47K | SH | $14.74M 5.03% | 84.47K | 0.00 | 0.00 |
McKesson CorpSOLE | COM | 16.31K | SH | $14.12M 4.82% | 16.31K | 0.00 | 0.00 |
Deere & CoSOLE | COM | 23.70K | SH | $13.36M 4.56% | 23.70K | 0.00 | 0.00 |
Mastercard IncSOLE | COM | 25.10K | SH | $12.55M 4.28% | 25.10K | 0.00 | 0.00 |
Keysight Technologies IncSOLE | COM | 38.71K | SH | $10.94M 3.73% | 38.71K | 0.00 | 0.00 |
Darling Ingredients IncSOLE | COM | 168.59K | SH | $10.43M 3.56% | 168.59K | 0.00 | 0.00 |
Ecolab IncSOLE | COM | 38.84K | SH | $10.34M 3.53% | 38.84K | 0.00 | 0.00 |
AutoZone IncSOLE | COM | 2.97K | SH | $10.04M 3.43% | 2.97K | 0.00 | 0.00 |
Weyerhaeuser CoSOLE | COM | 410.13K | SH | $10.03M 3.42% | 410.13K | 0.00 | 0.00 |
Aptiv PLCSOLE | COM | 138.09K | SH | $9.59M 3.27% | 138.09K | 0.00 | 0.00 |
Elevance Health IncSOLE | COM | 32.33K | SH | $9.47M 3.23% | 32.33K | 0.00 | 0.00 |
GXO Logistics IncSOLE | COM | 173.95K | SH | $9.02M 3.08% | 173.95K | 0.00 | 0.00 |
Vail Resorts IncSOLE | COM | 67.93K | SH | $8.72M 2.98% | 67.93K | 0.00 | 0.00 |
Trane Technologies PLCSOLE | COM | 20.59K | SH | $8.58M 2.93% | 20.59K | 0.00 | 0.00 |
Interactive Brokers Group IncSOLE | COM | 103.26K | SH | $6.93M 2.36% | 103.26K | 0.00 | 0.00 |
ICON PLCSOLE | COM | 57.62K | SH | $6.38M 2.18% | 57.62K | 0.00 | 0.00 |
Alcon AGSOLE | COM | 84.73K | SH | $6.26M 2.14% | 84.73K | 0.00 | 0.00 |
ServiceNow IncSOLE | COM | 58.50K | SH | $6.12M 2.09% | 58.50K | 0.00 | 0.00 |
JPMorgan Chase & CoSOLE | COM | 18.17K | SH | $5.35M 1.83% | 18.17K | 0.00 | 0.00 |
Cadence Design Systems IncSOLE | COM | 18.69K | SH | $5.20M 1.77% | 18.69K | 0.00 | 0.00 |
Moody's CorpSOLE | COM | 11.76K | SH | $5.14M 1.75% | 11.76K | 0.00 | 0.00 |
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