Firetrail Investments Pty Ltd Top Holdings and 13F Report (2024) About Firetrail Investments Pty LtdInvestment ActivityFiretrail Investments Pty Ltd has $343.39 million in total holdings as of March 31, 2024.Firetrail Investments Pty Ltd owns shares of 25 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 12.93% of the portfolio was purchased this quarter.About 9.56% of the portfolio was sold this quarter.This quarter, Firetrail Investments Pty Ltd has purchased 23 new stocks and bought additional shares in 19 stocks.Firetrail Investments Pty Ltd sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings Apple $33,401,015Visa $22,055,023NVIDIA $21,613,888Taiwan Semiconductor Manufacturing $18,490,090Interactive Brokers Group $17,960,346 Largest New Holdings this Quarter G3265R107 - Aptiv PLC $11,105,731 Holding81762P102 - ServiceNow $9,375,539 Holding31488V107 - Ferguson Enterprises Inc $7,688,379 HoldingG4705A100 - ICON Public $5,944,440 Holding Largest Purchases this Quarter Aptiv PLC 184,650 shares (about $11.11M)ServiceNow 11,650 shares (about $9.38M)Ferguson Enterprises Inc 47,469 shares (about $7.69M)ICON Public 33,606 shares (about $5.94M)Apple 5,315 shares (about $1.19M) Largest Sales this Quarter Interactive Brokers Group 24,919 shares (about $4.17M)Ryan Specialty 43,596 shares (about $3.26M) 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$33,401,015$1,193,415 ▲3.7%148,7559.7%Computer and TechnologyVVisa$22,055,023$741,107 ▲3.5%62,2576.4%Business ServicesNVDANVIDIA$21,613,888$722,183 ▲3.5%197,2896.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$18,490,090$641,663 ▲3.6%110,1925.4%Computer and TechnologyIBKRInteractive Brokers Group$17,960,346$4,171,052 ▼-18.8%107,3005.2%FinanceMCKMcKesson$17,604,358$627,901 ▲3.7%25,8785.1%MedicalDEDeere & Company$17,314,544$600,636 ▲3.6%36,4955.0%IndustrialsAZOAutoZone$15,905,858$551,136 ▲3.6%4,1274.6%Retail/WholesaleBKNGBooking$15,083,480$526,222 ▲3.6%3,2394.4%Retail/WholesaleECLEcolab$14,282,286$490,496 ▲3.6%55,7324.2%Basic MaterialsAMTAmerican Tower$14,272,415$484,787 ▲3.5%64,8874.2%FinanceELVElevance Health$12,004,843$417,250 ▲3.6%27,3043.5%MedicalRYNRayonier$11,757,693$921,950 ▲8.5%417,2043.4%ConstructionTTTrane Technologies$11,428,882$387,570 ▲3.5%33,5583.3%ConstructionTENBTenable$11,149,029$379,792 ▲3.5%315,3093.2%Computer and TechnologyAptiv PLC$11,105,731$11,105,731 ▲New Holding184,6503.2%COMDARDarling Ingredients$10,899,140$373,290 ▲3.5%345,1443.2%Consumer StaplesRYANRyan Specialty$10,554,374$3,255,334 ▼-23.6%141,3463.1%FinanceALCAlcon$10,550,594$367,177 ▲3.6%110,9723.1%MedicalNOWServiceNow$9,375,539$9,375,539 ▲New Holding11,6502.7%Computer and TechnologyGXOGXO Logistics$9,009,955$331,276 ▲3.8%228,0802.6%TransportationAMDAdvanced Micro Devices$8,468,408$311,352 ▲3.8%81,5422.5%Computer and TechnologyFerguson Enterprises Inc$7,688,379$7,688,379 ▲New Holding47,4692.2%COMICLRICON Public$5,944,440$5,944,440 ▲New Holding33,6061.7%MedicalBLDRBuilders FirstSource$5,472,946$201,186 ▲3.8%43,3351.6%Retail/WholesaleGOOGLAlphabet$0$17,848,030 ▼-100.0%00.0%Computer and TechnologyURIUnited Rentals$0$7,541,566 ▼-100.0%00.0%ConstructionShowing 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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