Firetrail Investments Pty Ltd Top Holdings and 13F Report (2024) About Firetrail Investments Pty LtdInvestment ActivityFiretrail Investments Pty Ltd has $333.88 million in total holdings as of March 31, 2024.Firetrail Investments Pty Ltd owns shares of 23 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 8.41% of the portfolio was purchased this quarter.About 12.68% of the portfolio was sold this quarter.This quarter, Firetrail Investments Pty Ltd has purchased 27 new stocks and bought additional shares in 18 stocks.Firetrail Investments Pty Ltd sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings Apple $36,050,769NVIDIA $25,701,755Interactive Brokers Group $23,444,011Taiwan Semiconductor Manufacturing $21,082,948Visa $19,083,640 Largest Purchases this Quarter Deere & Company 10,663 shares (about $4.53M)Rayonier 138,203 shares (about $3.62M)NVIDIA 24,855 shares (about $3.35M)Ryan Specialty 45,472 shares (about $2.93M)Trane Technologies 4,824 shares (about $1.79M) Largest Sales this Quarter Interactive Brokers Group 6,530 shares (about $1.16M)Alphabet 4,569 shares (about $868.05K)American Tower 2,925 shares (about $538.42K)Elevance Health 1,280 shares (about $473.91K)United Rentals 581 shares (about $410.77K) 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$36,050,769$1,641,939 ▲4.8%143,44010.8%Computer and TechnologyNVDANVIDIA$25,701,755$3,349,907 ▲15.0%190,6977.7%Computer and TechnologyIBKRInteractive Brokers Group$23,444,011$1,157,847 ▼-4.7%132,2197.0%FinanceTSMTaiwan Semiconductor Manufacturing$21,082,948$1,612,617 ▲8.3%106,3686.3%Computer and TechnologyVVisa$19,083,640$47,578 ▲0.2%60,1655.7%Business ServicesGOOGLAlphabet$17,848,030$868,055 ▼-4.6%93,9435.3%Computer and TechnologyBKNGBooking$15,587,717$1,775,185 ▲12.9%3,1264.7%Retail/WholesaleDEDeere & Company$14,980,766$4,534,330 ▲43.4%35,2294.5%Industrial ProductsMCKMcKesson$14,273,783$549,674 ▲4.0%24,9554.3%MedicalAZOAutoZone$12,803,123$472,404 ▲3.8%3,9843.8%Retail/WholesaleECLEcolab$12,656,457$809,930 ▲6.8%53,8183.8%Basic MaterialsTENBTenable$12,037,470$399,539 ▲3.4%304,5683.6%Computer and TechnologyTTTrane Technologies$12,017,838$1,788,219 ▲17.5%32,4203.6%ConstructionRYANRyan Specialty$11,908,996$2,928,085 ▲32.6%184,9423.6%FinanceAMTAmerican Tower$11,538,465$538,424 ▼-4.5%62,6833.5%FinanceDARDarling Ingredients$11,270,457$1,355,743 ▲13.7%333,3233.4%Consumer StaplesRYNRayonier$10,071,654$3,620,205 ▲56.1%384,4903.0%ConstructionELVElevance Health$9,757,688$473,908 ▼-4.6%26,3552.9%MedicalGXOGXO Logistics$9,591,415$794,184 ▲9.0%219,6942.9%TransportationAMDAdvanced Micro Devices$9,521,804$777,441 ▲8.9%78,5442.9%Computer and TechnologyALCAlcon$9,124,381$1,117,398 ▲14.0%107,1102.7%MedicalURIUnited Rentals$7,541,566$410,767 ▼-5.2%10,6672.3%ConstructionBLDRBuilders FirstSource$5,987,864$516,848 ▲9.4%41,7421.8%Retail/WholesaleEFXEquifax$0$11,553,194 ▼-100.0%00.0%Business ServicesAPTVAptiv$0$10,707,876 ▼-100.0%00.0%Business ServicesHDBHDFC Bank$0$9,198,230 ▼-100.0%00.0%FinanceULTAUlta Beauty$0$7,422,362 ▼-100.0%00.0%Retail/WholesaleShowing 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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