FIRETRAIL INVESTMENTS PTY LTD: 13F holdings
CIK 19438222026Q2
| Positions | 32 |
|---|
| Reported value | $354.7m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 32 (+4 vs prior quarter) |
|---|
| Reported value | $354.7m (+21.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL Apple Inc | 101,080 | $29.1m | 8.2% |
| AMD Advanced Micro Devices Inc | 47,326 | $27.3m | 7.7% |
| TSM Taiwan Semiconductor Manufactu | 53,127 | $25.2m | 7.1% |
| AMZN Amazon.com Inc | 99,939 | $23.7m | 6.7% |
| Lithium Argentina AG | 2,134,056 | $17.5m | 4.9% |
| NVDA NVIDIA Corp | 82,366 | $16.4m | 4.6% |
| DE Deere & Co | 23,102 | $14.6m | 4.1% |
| MA Mastercard Inc | 24,502 | $12.5m | 3.5% |
| ELV Elevance Health Inc | 31,530 | $12.1m | 3.4% |
| ICON PLC | 69,624 | $12.0m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1943822")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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