FIRETRAIL INVESTMENTS PTY LTD

CIK 1943822 · View on SEC EDGAR ↗

Portfolio value
$354.7M
#4,689 of 9,443 by 13F value · top 49.7%
Positions
32
As of
June 30, 2026

Portfolio value QoQ: +21.0% 13F does not disclose cash

Top 10 holdings weight
53.68%
Top 25 holdings weight
91.76%
Positions above 1%
30
Effective number of positions
23.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 12.7% Est. buys $41,122,558 · sells $42,680,600

Median holding: 4.5 quarters Tracked Q4 2024–Q2 2026 · 76.2% still held

New positions
5
Increased
3
Decreased
24
Closed
1
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+33.0%
S&P 500 total return (same window)
+28.1%
Excess return
+4.9%

Annualized: +21.0% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Technology
38.4%
Health Care
11.7%
Industrials
9.5%
Retail
9.3%
Materials
7.9%
Financial Services
7.4%
Consumer Discretionary
5.3%
Real Estate
2.7%
Financials
2.6%
Consumer Staples
2.5%
Logistics & Transportation
1.8%
Other/Unmapped
0.8%

Full portfolio 32 positions

Type Streak 8Q trend
AAPL Apple Inc. - Common Stock $29,071,092 8.20% 101,080 $2,857,045 Down ×1
AMD Advanced Micro Devices, Inc. - Common Stock $27,325,383 7.70% 47,326 $11,830,024 Down ×1
TSM Taiwan Semiconductor Manufacturing Company Ltd. $25,217,959 7.11% 53,127 $84,475 Down ×1
AMZN Amazon.com, Inc. - Common Stock $23,674,976 6.67% 99,939 $2,327,542 Down ×1
LAR Lithium Argentina AG Common Shares $17,541,589 4.95% 2,134,056 Up ×1
NVDA NVIDIA Corporation - Common Stock $16,380,644 4.62% 82,366 $1,641,168 Down ×1
DE Deere & Company Common Stock $14,565,401 4.11% 23,102 $1,206,265 Down ×5
MA Mastercard Incorporated Common Stock $12,507,893 3.53% 24,502 $-41,900 Down ×4
ELV Elevance Health, Inc. Common Stock $12,119,632 3.42% 31,530 $2,649,495 Down ×1
ICLR ICON plc - Ordinary Shares $12,021,022 3.39% 69,624 $5,640,625 Up ×3
MCK McKesson Corporation Common Stock $11,948,675 3.37% 15,910 $-2,173,592 Down ×5
CDNS Cadence Design Systems, Inc. - Common Stock $10,861,531 3.06% 29,116 $5,666,219 Up ×2
ECL Ecolab Inc. Common Stock $10,506,898 2.96% 37,942 $168,113 Down ×5
TT Trane Technologies plc $9,806,574 2.76% 20,088 $1,221,719 Down ×1
APTV Aptiv PLC Ordinary Shares $9,648,669 2.72% 158,155 $54,445 Up ×2
WY Weyerhaeuser Company Common Stock $9,523,386 2.68% 400,230 $-501,943 Down ×1
KEYS Keysight Technologies Inc. Common Stock $9,350,367 2.64% 26,873 $-1,587,409 Down ×1
AZO AutoZone, Inc. Common Stock $9,275,537 2.61% 2,920 $-762,330 Down ×1
MTN Vail Resorts, Inc. Common Stock $8,976,050 2.53% 66,330 $254,180 Down ×1
DAR Darling Ingredients Inc. Common Stock $8,930,108 2.52% 164,493 $-1,503,461 Down ×5
IBKR Interactive Brokers Group, Inc. - Class A Common Stock $8,708,214 2.45% 100,659 $1,778,587 Down ×1
TENB Tenable Holdings, Inc. - Common Stock $8,389,195 2.37% 228,861 $4,417,585 Down ×1
MSFT Microsoft Corporation - Common Stock $7,103,710 2.00% 19,160 Up ×1
GXO GXO Logistics, Inc. Common Stock $6,297,596 1.78% 124,971 $-2,727,032 Down ×1
JPM JP Morgan Chase & Co. Common Stock $5,749,487 1.62% 17,672 $400,889 Down ×1
NOW ServiceNow, Inc. Common Stock $5,634,205 1.59% 57,097 $-485,229 Down ×1
ALC Alcon Inc. Ordinary Shares $5,557,979 1.57% 82,629 $-699,306 Down ×1
MCO Moody's Corporation Common Stock $5,160,779 1.45% 11,464 $25,736 Down ×2
MDB MongoDB, Inc. - Class A Common Stock $4,480,434 1.26% 13,420 Up ×1
WFC Wells Fargo & Company Common Stock $3,570,159 1.01% 43,465 $20,267 Down ×1
ISOU $2,903,464 0.82% 293,110 Up ×1
IBM International Business Machines Corporation Common Stock $1,906,219 0.54% 6,820 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
ICLR $12,021,022 3.39% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
LAR $17,541,589 2,134,056 4.95%
MSFT $7,103,710 19,160 2.00%
MDB $4,480,434 13,420 1.26%
ISOU $2,903,464 293,110 0.82%
IBM $1,906,219 6,820 0.54%

Top movers (QoQ)

Security Action Shares Δ Value Δ
AMD Trimmed -29K +$11.8M
CDNS Bought more +10K +$5.7M
ICLR Bought more +12K +$5.6M
TENB Trimmed -6K +$4.4M
AAPL Trimmed -2K +$2.9M
GXO Trimmed -49K -$2.7M
ELV Trimmed -800 +$2.6M
AMZN Trimmed -2K +$2.3M
MCK Trimmed -400 -$2.2M
IBKR Trimmed -3K +$1.8M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
V June 30, 2025 62,257 $22,055,023 3.6%
GOOGL March 31, 2025 93,943 $17,848,030 121.2%
AMT Sept. 30, 2025 63,375 $13,955,834 -8.1%
BKNG March 31, 2026 2,214 $11,914,495 22.9%
FERG Dec. 31, 2025 45,352 $10,107,526 7.5%
RYAN Sept. 30, 2025 137,533 $9,316,616 -24.2%
URI March 31, 2025 10,667 $7,541,566 76.6%
RYN Dec. 31, 2025 238,735 $6,287,737 -1.2%
BLDR June 30, 2025 43,335 $5,472,946 -39.5%
FICO June 30, 2026 3,790 $4,048,340 -2.4%