Instuitional Investor - Firetrail Investments Pty Ltd

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Apple Inc.	AAPL	103,230	$26,214,047	8.94%
2.	Taiwan Semiconductor Manufacturing Co Ltd	TSM	74,327	$25,133,484	8.58%
3.	Amazon Com Inc	AMZN	102,439	$21,347,434	7.28%
4.	Advanced Micro Devices Inc	AMD	76,126	$15,495,359	5.29%
5.	Nvidia Corp	NVDA	84,466	$14,739,476	5.03%