account_balance
Investment manager · 13F filer · SEC CIK 1943822
Firetrail Investments Pty Ltd
Reported value$364Mas of Sep 30, 2026
Positions34 2 new, 0 sold out
Top 10 weight54.7%AAPL alone is 9%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
9.2%
AMDAdvanced Micro Devices Inc
7.8%Trimmed −3%
AMZNAmazon.com Inc
6.7%Trimmed −2%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.4%Trimmed −5%
NVDANVIDIA Corp
5.2%
LARLithium Argentina AG
4.4%Added +36%
DEDeere & Co
4.2%
MCKMcKesson Corp
3.7%
MAMastercard Inc
3.7%
ELVElevance Health, Inc.
3.4%
ICLRIcon PLC
3.2%
ECLEcolab Inc.
2.9%
AAPLApple Inc.
9.2%
AMDAdvanced Micro Devices Inc
7.8%Trimmed −3%
AMZNAmazon.com Inc
6.7%Trimmed −2%
TSMTaiwan Semiconductor Manufacturing Co Ltd
6.4%Trimmed −5%
NVDANVIDIA Corp
5.2%
LARLithium Argentina AG
4.4%
DEDeere & Co
4.2%
MCKMcKesson Corp
3.7%
MAMastercard Inc
3.7%
ELV3.4%ICLRECLBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 9.2% HeldAMD Advanced Micro Devices Inc 7.8% Trimmed −3%AMZN Amazon.com Inc 6.7% Trimmed −2%TSM Taiwan Semiconductor Manufacturing Co Ltd 6.4% Trimmed −5%NVDA NVIDIA Corp 5.2% HeldLAR Lithium Argentina AG 4.4% Added +36%DE Deere & Co 4.2% HeldMCK McKesson Corp 3.7% HeldMA Mastercard Inc 3.7% HeldELV Elevance Health, Inc. 3.4% HeldICLR Icon PLC 3.2% HeldECL Ecolab Inc. 2.9% Held
What changed
Biggest moves since Jun 30, 2026
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