Firetrail Investments Pty Ltd Top Holdings and 13F Report (2024) About Firetrail Investments Pty LtdInvestment ActivityFiretrail Investments Pty Ltd has $347.17 million in total holdings as of March 31, 2024.Firetrail Investments Pty Ltd owns shares of 27 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 23.58% of the portfolio was purchased this quarter.About 22.47% of the portfolio was sold this quarter.This quarter, Firetrail Investments Pty Ltd has purchased 27 new stocks and bought additional shares in 15 stocks.Firetrail Investments Pty Ltd sold shares of 8 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $31,867,151NVIDIA $20,119,536Interactive Brokers Group $19,316,555Taiwan Semiconductor Manufacturing $17,042,742Visa $16,484,478 Largest New Holdings this Quarter Apple $31,867,151 HoldingNVIDIA $20,119,536 HoldingDeere & Company $10,241,787 HoldingAlcon $9,387,035 Holding Largest Purchases this Quarter Apple 136,907 shares (about $31.87M)NVIDIA 165,842 shares (about $20.12M)Deere & Company 24,566 shares (about $10.24M)Alcon 93,993 shares (about $9.39M)Darling Ingredients 116,329 shares (about $4.32M) Largest Sales this Quarter Booking 1,221 shares (about $5.14M)Ryan Specialty 77,160 shares (about $5.12M)Interactive Brokers Group 27,824 shares (about $3.87M)McKesson 5,915 shares (about $2.92M)United Rentals 1,935 shares (about $1.57M) Sector Allocation Over TimeMap of 500 Largest Holdings ofFiretrail Investments Pty Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$31,867,151$31,867,151 ▲New Holding136,9079.2%Computer and TechnologyNVDANVIDIA$20,119,536$20,119,536 ▲New Holding165,8425.8%Computer and TechnologyIBKRInteractive Brokers Group$19,316,555$3,873,641 ▼-16.7%138,7495.6%FinanceTSMTaiwan Semiconductor Manufacturing$17,042,742$117,629 ▲0.7%98,2324.9%Computer and TechnologyVVisa$16,484,478$113,714 ▲0.7%60,0154.7%Business ServicesGOOGLAlphabet$16,321,733$111,504 ▲0.7%98,5124.7%Computer and TechnologyAMTAmerican Tower$15,242,405$106,173 ▲0.7%65,6084.4%FinanceELVElevance Health$14,355,703$1,176,612 ▼-7.6%27,6354.1%MedicalECLEcolab$12,849,018$1,036,359 ▼-7.5%50,3743.7%Basic MaterialsAZOAutoZone$12,074,511$116,434 ▲1.0%3,8373.5%Retail/WholesaleTENBTenable$11,919,442$83,185 ▲0.7%294,4593.4%Computer and TechnologyMCKMcKesson$11,851,146$2,921,544 ▼-19.8%23,9943.4%MedicalAMDAdvanced Micro Devices$11,823,315$2,373,646 ▲25.1%72,1313.4%Computer and TechnologyBKNGBooking$11,655,802$5,137,810 ▼-30.6%2,7703.4%Retail/WholesaleEFXEquifax$11,553,194$81,317 ▲0.7%39,3553.3%Business ServicesDARDarling Ingredients$10,885,323$4,318,425 ▲65.8%293,2273.1%Consumer StaplesTTTrane Technologies$10,716,571$126,598 ▲1.2%27,5963.1%ConstructionAPTVAptiv$10,707,876$2,473,278 ▲30.0%148,8503.1%Business ServicesGXOGXO Logistics$10,481,677$71,628 ▲0.7%201,5033.0%TransportationDEDeere & Company$10,241,787$10,241,787 ▲New Holding24,5663.0%Industrial ProductsALCAlcon$9,387,035$9,387,035 ▲New Holding93,9932.7%MedicalRYANRyan Specialty$9,250,072$5,117,484 ▼-35.6%139,4702.7%FinanceHDBHDFC Bank$9,198,230$62,684 ▲0.7%147,1792.6%FinanceURIUnited Rentals$9,098,655$1,565,247 ▼-14.7%11,2482.6%ConstructionRYNRayonier$7,917,520$54,040 ▲0.7%246,2872.3%ConstructionULTAUlta Beauty$7,422,362$50,923 ▲0.7%19,0942.1%Retail/WholesaleBLDRBuilders FirstSource$7,386,168$238,207 ▼-3.1%38,1392.1%Retail/WholesaleMSFTMicrosoft$0$33,491,751 ▼-100.0%00.0%Computer and TechnologyMUMicron Technology$0$14,573,524 ▼-100.0%00.0%Computer and TechnologyGTESGates Industrial$0$6,916,227 ▼-100.0%00.0%Industrial ProductsLife360 Inc$0$1,943,400 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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