StockDriftsStockDriftsTop 28 Firetrail Investments Pty Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | 8.94% | 103.2K | $26.2M | +1.25%(+1.28K) | $216.31(+38.17%) | 2026-03-31 | |
| TSM | Taiwan Semiconductor Manufactu | 8.58% | 74.3K | $25.1M | +1.08%(+791) | $131.99(+202.90%) | 2026-03-31 | |
| AMZN | Amazon.com Inc | 7.28% | 102.4K | $21.3M | +118.17%(+55.48K) | $222.13(+21.61%) | 2026-03-31 | |
| AMD | Advanced Micro Devices Inc | 5.29% | 76.1K | $15.5M | +4.71%(+3.43K) | $160.01(+178.43%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 5.03% | 84.5K | $14.7M | +4.82%(+3.88K) | $125.76(+79.57%) | 2026-03-31 | |
| MCK | McKesson Corp | 4.82% | 16.3K | $14.1M | -9.37%(-1.69K) | $513.25(+43.63%) | 2026-03-31 | |
| DE | Deere & Co | 4.56% | 23.7K | $13.4M | -18.51%(-5.38K) | $404.57(+43.52%) | 2026-03-31 | |
| MA | Mastercard Inc | 4.28% | 25.1K | $12.5M | -9.29%(-2.57K) | $551.27(-11.00%) | 2026-03-31 | |
| KEYS | Keysight Technologies Inc | 3.73% | 38.7K | $10.9M | +5.12%(+1.89K) | $172.97(+108.82%) | 2026-03-31 | |
| DAR | Darling Ingredients Inc | 3.56% | 168.6K | $10.4M | -26.61%(-61.14K) | $41.13(+51.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.00% | +44.29% |
| Top 20 Holdings Unweighted | +9.46% | +31.15% |
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