13F Insight
DOSSIER · 13F-HR · Q2 2026

FIRETRAIL INVESTMENTS PTY LTD

$355M in tracked AUM across 32 positions as of Q2 2026.

FI
CIK 0001943822 · last filed Jun 30, 2026
Total AUM
$355M
as of Q2 2026
Holdings
32
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

FIRETRAIL INVESTMENTS PTY LTD filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
Apple Inc
$29M101K8.2%02
AMD
Advanced Micro Devices Inc
$27M47K7.7%03
TSM
Taiwan Semiconductor Manufactu
$25M53K7.1%04
AMZN
Amazon.com Inc
$24M100K6.7%05
H5012F103
Lithium Argentina AG
$18M2.1M4.9%06
NVDA
NVIDIA Corp
$16M82K4.6%07
DE
Deere & Co
$15M23K4.1%08
MA
Mastercard Inc
$13M25K3.5%09
ELV
Elevance Health Inc
$12M32K3.4%10
G4705A100
ICON PLC
$12M70K3.4%

Filing history

2026Q2Jun 30
$355M▲ 21.0%
32 positionsView →2026Q1Mar 31
$293M▼ 4.0%
28 positionsView →2025Q4Dec 31
$305M▼ 23.6%
29 positionsView →2025Q3Sep 30
$399M▲ 4.2%
28 positionsView →2025Q2Jun 30
$383M▲ 90.7%
26 positionsLocked2025Q1Mar 31
$201M▼ 39.8%
16 positionsLocked2024Q4Dec 31
$334M▼ 3.8%
23 positionsLocked2024Q3Sep 30
$347M▲ 5.3%
27 positionsLocked2024Q2Jun 30
$330M▲ 171.2%
27 positionsLocked2024Q1Mar 31
$122M▼ 10.4%
19 positionsLocked2023Q4Dec 31
$136M—
22 positionsLocked