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Size ($ in 1000's)
At 12/31/2023: $136,138
At 09/30/2023: $0
Firetrail Investments PTY Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Firetrail Investments PTY Ltd. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Firetrail Investments PTY Ltd. top holdings by largest position size, as per the latest 13f filing made by Firetrail Investments PTY Ltd..
In the Firetrail Investments PTY Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Firetrail Investments PTY Ltd. in that top holding, then the share count change between reporting periods, and finally the Firetrail Investments PTY Ltd. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| Alphabet Inc |
82,374 |
+82,374 |
$12,649 | | GOOGL | 82,374 | +82,374 | $12,649 | | Microsoft Corp |
28,924 |
+28,924 |
$11,851 | | MSFT | 28,924 | +28,924 | $11,851 | | Micron Technology Inc |
96,330 |
+96,330 |
$8,581 | | MU | 96,330 | +96,330 | $8,581 | | Booking Holdings Inc |
2,066 |
+2,066 |
$7,335 | | BKNG | 2,066 | +2,066 | $7,335 | | Visa Inc |
26,805 |
+26,805 |
$7,335 | | V | 26,805 | +26,805 | $7,335 | | Interactive Brokers Group Inc |
77,899 |
+77,899 |
$7,038 | | IBKR | 77,899 | +77,899 | $7,038 | | AutoZone Inc |
2,478 |
+2,478 |
$6,925 | | AZO | 2,478 | +2,478 | $6,925 | | McKesson Corp |
13,953 |
+13,953 |
$6,788 | | MCK | 13,953 | +13,953 | $6,788 | | Ecolab Inc |
33,746 |
+33,746 |
$6,724 | | ECL | 33,746 | +33,746 | $6,724 | | Tenable Holdings Inc |
128,208 |
+128,208 |
$6,163 | | TENB | 128,208 | +128,208 | $6,163 | | United Rentals Inc |
10,746 |
+10,746 |
$6,162 | | URI | 10,746 | +10,746 | $6,162 | | American Tower Corp |
28,551 |
+28,551 |
$5,685 | | AMT | 28,551 | +28,551 | $5,685 | | Elevance Health Inc |
11,439 |
+11,439 |
$5,565 | | ELV | 11,439 | +11,439 | $5,565 | | Taiwan Semiconductor Manufacturing Co Ltd |
52,392 |
+52,392 |
$5,449 | | TSM | 52,392 | +52,392 | $5,449 | | Chubb Ltd |
21,705 |
+21,705 |
$5,269 | | CB | 21,705 | +21,705 | $5,269 | | Newmont Corp |
110,807 |
+110,807 |
$4,586 | | NEM | 110,807 | +110,807 | $4,586 | | HDFC Bank Ltd |
64,117 |
+64,117 |
$4,303 | | HDB | 64,117 | +64,117 | $4,303 | | Ryan Specialty Holdings Inc |
95,017 |
+95,017 |
$4,180 | | RYAN | 95,017 | +95,017 | $4,180 | | Darling Ingredients Inc |
77,587 |
+77,587 |
$3,867 | | DAR | 77,587 | +77,587 | $3,867 | | Aptiv PLC |
38,554 |
+38,554 |
$3,371 | | APTV | 38,554 | +38,554 | $3,371 | | Rayonier Inc |
107,219 |
+107,219 |
$3,320 | | RYN | 107,219 | +107,219 | $3,320 |
See Full List: All Stocks Held By Firetrail Investments PTY Ltd.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Firetrail Investments PTY Ltd.
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