Firetrail Investments Pty LTD Incresed Positions in Q3 2024

Firetrail Investments Pty LTD

Stock	Shares change	Price Range	Shares Held
DAR Darling Ingredients Inc. Consumer Defensive	116K + 65.76%	$33.99 - $41.78 $3.95M - $4.86M	293K $10.9B
APTV Aptiv PLC Consumer Cyclical	34.4K + 30.04%	$65.39 - $74.24 $2.25M - $2.55M	149K $10.7B
AMT American Tower Corp Real Estate	457 + 0.7%	$192.27 - $242.73 $87.9K - $111K	65.6K $15.2B
AMD Advanced Micro Devices Inc Technology	14.5K + 25.12%	$128.67 - $183.96 $1.86M - $2.66M	72.1K $11.8B
EFX Equifax Inc Industrials	277 + 0.71%	$236.42 - $307.13 $65.5K - $85.1K	39.4K $11.6B
TT Trane Technologies PLC Industrials	326 + 1.2%	$314.21 - $388.71 $102K - $127K	27.6K $10.7B
V Visa Inc. Financial Services	414 + 0.69%	$253.74 - $291.56 $105K - $121K	60K $16.5B
AZO Autozone Inc Consumer Cyclical	37 + 0.97%	$2815.0 - $3212.87 $104K - $119K	3.84K $12.1B
RYN Rayonier Inc Real Estate	1.68K + 0.69%	$27.69 - $32.25 $46.5K - $54.2K	246K $7.92B
GXO Gxo Logistics, Inc. Industrials	1.38K + 0.69%	$46.45 - $55.98 $64K - $77.1K	202K $10.5B
ULTA Ulta Beauty, Inc. Consumer Cyclical	131 + 0.69%	$320.55 - $412.94 $42K - $54.1K	19.1K $7.42B
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	678 + 0.69%	$147.95 - $191.05 $100K - $130K	98.2K $17B
HDB Hdfc Bank LTD Financial Services	1K + 0.69%	$58.04 - $66.97 $58.2K - $67.2K	147K $9.2B
TENB Tenable Holdings, Inc. Technology	2.06K + 0.7%	$38.98 - $47.15 $80.1K - $96.9K	294K $11.9B
GOOGL Alphabet Inc. Communication Services	673 + 0.69%	$148.65 - $191.18 $100K - $129K	98.5K $16.3B

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