Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
FIRETRAIL INVESTMENTS PTY LTD (CIK 1943822) reported $293.1M across 28 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($26.2M, 8.94%), TSM ($25.1M, 8.58%), AMZN ($21.3M, 7.28%), AMD ($15.5M, 5.29%), NVDA ($14.7M, 5.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | $26.2M | 8.94% | 103,230 | Added |
| 2 | TSM | Taiwan Semiconductor Manufactu | $25.1M | 8.58% | 74,327 | Added |
| 3 | AMZN | Amazon.com Inc | $21.3M | 7.28% | 102,439 | Added |
| 4 | AMD | Advanced Micro Devices Inc | $15.5M | 5.29% | 76,126 | Added |
| 5 | NVDA | NVIDIA Corp | $14.7M | 5.03% | 84,466 | Added |
| 6 | MCK | McKesson Corp | $14.1M | 4.82% | 16,310 | Trimmed |
| 7 | DE | Deere & Co | $13.4M | 4.56% | 23,702 | Trimmed |
| 8 | MA | Mastercard Inc | $12.5M | 4.28% | 25,102 | Trimmed |
| 9 | KEYS | Keysight Technologies Inc | $10.9M | 3.73% | 38,713 | Added |
| 10 | DAR | Darling Ingredients Inc | $10.4M | 3.56% | 168,593 | Trimmed |
| 11 | ECL | Ecolab Inc | $10.3M | 3.53% | 38,842 | Trimmed |
| 12 | AZO | AutoZone Inc | $10.0M | 3.43% | 2,970 | Added |
| 13 | WY | Weyerhaeuser Co | $10.0M | 3.42% | 410,130 | Added |
| 14 | APTV | Aptiv PLC | $9.6M | 3.27% | 138,085 | Added |
| 15 | ELV | Elevance Health Inc | $9.5M | 3.23% | 32,330 | Added |
| 16 | GXO | GXO Logistics Inc | $9.0M | 3.08% | 173,951 | Added |
| 17 | MTN | Vail Resorts Inc | $8.7M | 2.98% | 67,930 | Added |
| 18 | TT | Trane Technologies PLC | $8.6M | 2.93% | 20,588 | Added |
| 19 | IBKR | Interactive Brokers Group Inc | $6.9M | 2.36% | 103,259 | Added |
| 20 | ICLR | ICON PLC | $6.4M | 2.18% | 57,624 | Added |
| 21 | ALC | Alcon AG | $6.3M | 2.14% | 84,729 | Added |
| 22 | NOW | ServiceNow Inc | $6.1M | 2.09% | 58,497 | Added |
| 23 | JPM | JPMorgan Chase & Co | $5.3M | 1.83% | 18,172 | Added |
| 24 | CDNS | Cadence Design Systems Inc | $5.2M | 1.77% | 18,686 | Added |
| 25 | MCO | Moody's Corp | $5.1M | 1.75% | 11,764 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31