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| Name: |
FIRETRAIL INVESTMENTS PTY LTD |
| City: |
BRISBANE QLD |
| State: |
C3 |
| Zip: |
4000 |
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| Holdings
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MU |
Micron Technology Inc |
2 |
- |
$130.94 |
$10,074,000 |
85,454 |
8.29% |
1,493,000 |
-10,876 |
0.008 |
Semiconductor - Memor... |
|
|
IBKR |
Interactive Brokers Group Inc |
3 |
- |
$113.50 |
$8,552,000 |
76,558 |
7.04% |
1,514,000 |
-1,341 |
0.074 |
Investment Brokerage ... |
|
|
V |
Visa Inc |
5 |
- |
$278.67 |
$7,333,000 |
26,277 |
6.03% |
-2,000 |
-528 |
0.002 |
Business Services |
|
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ECL |
Ecolab Inc |
7 |
- |
$239.19 |
$6,690,000 |
28,975 |
5.5% |
-34,000 |
-4,771 |
0.01 |
Cleaning Products |
|
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GOOGL |
Alphabet Inc |
8 |
- |
$174.46 |
$6,500,000 |
43,065 |
5.35% |
-6,149,000 |
-39,309 |
0.001 |
Search Engines & Info... |
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BKNG |
Booking Holdings Inc |
9 |
- |
$3,813.09 |
$6,436,000 |
1,774 |
5.29% |
-899,000 |
-292 |
0.004 |
Internet Software & S... |
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AZO |
Autozone Inc |
11 |
- |
$2,800.70 |
$5,988,000 |
1,900 |
4.93% |
-937,000 |
-578 |
0.008 |
Auto Parts Stores |
|
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URI |
United Rentals Inc |
15 |
- |
$643.40 |
$4,600,000 |
6,379 |
3.78% |
-2,361,000 |
-4,367 |
0.009 |
Rental & Leasing Serv... |
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