FIRETRAIL INVESTMENTS PTY LTD

BRISBANE, QLD, C3 · CIK 1943822 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBrisbane

$354.7m reported value +21.0% vs Q1 2026

32positions

53.7%in top 10

5 new 3 added 24 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	101,080	$29.1m8.20%	8.20%	Reduced -2.1k	-2,150 -2.1%
2	ADVANCED MICRO DEVICES INC COM AMD	AMD	47,326	$27.3m7.70%	7.70%	Reduced -28.8k	-28,800 -37.8%
3	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	53,127	$25.2m7.11%	7.11%	Reduced -21.2k	-21,200 -28.5%
4	AMAZON COM INC COM AMZN	AMZN	99,939	$23.7m6.67%	6.67%	Reduced -2.5k	-2,500 -2.4%
5	LITHIUM ARGENTINA AG COM SHS LAR	LAR	2,134,056	$17.5m4.95%	4.95%	New
6	NVIDIA CORPORATION COM NVDA	NVDA	82,366	$16.4m4.62%	4.62%	Reduced -2.1k	-2,100 -2.5%
7	DEERE & CO COM DE	DE	23,102	$14.6m4.11%	4.11%	Reduced -600	-600 -2.5%
8	MASTERCARD INCORPORATED CL A MA	MA	24,502	$12.5m3.53%	3.53%	Reduced -600	-600 -2.4%
9	ELEVANCE HEALTH INC COM ELV	ELV	31,530	$12.1m3.42%	3.42%	Reduced -800	-800 -2.5%
10	ICON PLC SHS ICLR	ICLR	69,624	$12.0m3.39%	3.39%	Added +12.0k	+12,000 20.8%
11	MCKESSON CORP COM MCK	MCK	15,910	$11.9m3.37%	3.37%	Reduced -400	-400 -2.5%
12	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	29,116	$10.9m3.06%	3.06%	Added +10.4k	+10,430 55.8%
13	ECOLAB INC COM ECL	ECL	37,942	$10.5m2.96%	2.96%	Reduced -900	-900 -2.3%
14	TRANE TECHNOLOGIES PLC SHS TT	TT	20,088	$9.8m2.76%	2.76%	Reduced -500	-500 -2.4%
15	APTIV PLC COM SHS APTV	APTV	158,155	$9.6m2.72%	2.72%	Added +20.1k	+20,070 14.5%
16	WEYERHAEUSER CO MTN BE COM NEW WY	WY	400,230	$9.5m2.68%	2.68%	Reduced -9.9k	-9,900 -2.4%
17	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	26,873	$9.4m2.64%	2.64%	Reduced -11.8k	-11,840 -30.6%
18	AUTOZONE INC COM AZO	AZO	2,920	$9.3m2.61%	2.61%	Reduced -50	-50 -1.7%
19	VAIL RESORTS INC COM MTN	MTN	66,330	$9.0m2.53%	2.53%	Reduced -1.6k	-1,600 -2.4%
20	DARLING INGREDIENTS INC COM DAR	DAR	164,493	$8.9m2.52%	2.52%	Reduced -4.1k	-4,100 -2.4%
21	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	100,659	$8.7m2.45%	2.45%	Reduced -2.6k	-2,600 -2.5%
22	TENABLE HLDGS INC COM TENB	TENB	228,861	$8.4m2.37%	2.37%	Reduced -5.8k	-5,800 -2.5%
23	MICROSOFT CORP COM MSFT	MSFT	19,160	$7.1m2.00%	2.00%	New
24	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	124,971	$6.3m1.78%	1.78%	Reduced -49.0k	-48,980 -28.2%
25	JPMORGAN CHASE & CO COM JPM	JPM	17,672	$5.7m1.62%	1.62%	Reduced -500	-500 -2.8%
26	SERVICENOW INC COM NOW	NOW	57,097	$5.6m1.59%	1.59%	Reduced -1.4k	-1,400 -2.4%
27	ALCON AG ORD SHS ALC	ALC	82,629	$5.6m1.57%	1.57%	Reduced -2.1k	-2,100 -2.5%
28	MOODYS CORP COM MCO	MCO	11,464	$5.2m1.45%	1.45%	Reduced -300	-300 -2.5%
29	MONGODB INC CL A MDB	MDB	13,420	$4.5m1.26%	1.26%	New
30	WELLS FARGO CO NEW COM WFC	WFC	43,465	$3.6m1.01%	1.01%	Reduced -1.1k	-1,100 -2.5%
31	ISOENERGY LTD COM NEW ISOU	ISOU	293,110	$2.9m0.82%	0.82%	New
32	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,820	$1.9m0.54%	0.54%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FAIR ISAAC CORP FICO	FICO	3,790	$4.0m3.8k shares