Long-term investor
Firetrail Investments Pty LTD @firetrailinvestmentsptyl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001943822).
Record
- Tracked since 2025-06-30 (480 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +24.3% · 1 year +18.0% · all +18.0%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.2% · long · since 2025-06-30
- AMD · 7.7% · long · since 2025-06-30
- TSM · 7.1% · long · since 2025-06-30
- AMZN · 6.7% · long · since 2025-12-31
- LAR · 4.9% · long · since 2026-06-30
- NVDA · 4.6% · long · since 2025-06-30
- DE · 4.1% · long · since 2025-06-30
- MA · 3.5% · long · since 2025-06-30
- ELV · 3.4% · long · since 2025-06-30
- G4705A100 · 3.4% · long · since 2025-06-30
- MCK · 3.4% · long · since 2025-06-30
- CDNS · 3.1% · long · since 2025-12-31