FIRETRAIL INVESTMENTS PTY LTD — 13F holdings

FIRETRAIL INVESTMENTS PTY LTD reported 32 holdings worth $355M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. AAPL APPLE INC — $29.1M (8.2%)
2. AMD ADVANCED MICRO DEVICES INC — $27.3M (7.7%)
3. TSM TAIWAN SEMICONDUCTOR MFG LTD — $25.2M (7.1%)
4. AMZN AMAZON COM INC — $23.7M (6.7%)
5. LAR LITHIUM ARGENTINA AG — $17.5M (4.9%)
6. NVDA NVIDIA CORPORATION — $16.4M (4.6%)
7. DE Deere & Co — $14.6M (4.1%)
8. MA MASTERCARD INCORPORATED — $12.5M (3.5%)
9. ELV ELEVANCE HEALTH INC — $12.1M (3.4%)
10. ICLR ICON PLC — $12.0M (3.4%)