Wilson Asset Management (International) PTY LTD
Wilson Asset Management (International) PTY LTD reported 37 holdings worth US$364M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Wilson Asset Management (International) PTY LTD reported 37 holdings worth US$364M as of Jun 30, 2026. Largest: Amazon.com, Inc., Dycom Industries, Inc. and Transunion. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 37
- Value as reported
- US$364M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 136K | US$32.3M | 8.9% |
| Dycom Industries, Inc. | 41,537 | US$21M | 5.8% |
| Transunion | 269K | US$19.4M | 5.3% |
| Thermo Fisher Scientific Inc | 38,032 | US$19.1M | 5.2% |
| Synopsys, Inc. | 40,518 | US$18.1M | 5.0% |
| Visa Inc. | 44,927 | US$15.4M | 4.2% |
| Tradeweb Markets Inc. | 154K | US$15.3M | 4.2% |
| Intercontinental Exchange Inc. | 122K | US$15M | 4.1% |
| Edwards Lifesciences Corporation | 145K | US$13.1M | 3.6% |
| Alphabet Inc (google) Class C | 36,062 | US$12.9M | 3.5% |
| Msci Inc. | 22,985 | US$12.9M | 3.5% |
| Rb Global, Inc. | 108K | US$12.6M | 3.5% |
| Ferguson Enterprises Inc. | 51,678 | US$12.3M | 3.4% |
| Amphenol Corporation | 68,076 | US$12M | 3.3% |
| Terex Corporation | 135K | US$9.76M | 2.7% |
| Procore Technologies, Inc. | 217K | US$8.81M | 2.4% |
| Quanta Services, Inc. | 11,931 | US$8.59M | 2.4% |
| Intuit Inc. | 31,351 | US$8.18M | 2.2% |
| Siteone Landscape Supply, Inc. | 65,546 | US$7.5M | 2.1% |
| Qnity Electronics, Inc. | 36,923 | US$6.03M | 1.7% |
| Grab Holdings Limited | 1.5M | US$5.66M | 1.6% |
| Saia, Inc. | 13,099 | US$5.52M | 1.5% |
| Marketaxess Holdings, Inc. | 45,042 | US$5.11M | 1.4% |
| Imax Corporation | 115K | US$4.58M | 1.3% |
| Solstice Advanced Materials Inc. | 51,026 | US$4.52M | 1.2% |
| Resideo Technologies, Inc. | 111K | US$3.46M | 0.95% |
| Douglas Dynamics, Inc. | 56,632 | US$3.06M | 0.84% |
| Champion Homes, Inc. | 33,442 | US$2.95M | 0.81% |
| Louisiana-pacific Corporation | 34,837 | US$2.74M | 0.75% |
| Suncrete, Inc. | 115K | US$2.59M | 0.71% |
| Navan, Inc. | 70,000 | US$1.6M | 0.44% |
| Wingstop Inc. | 9,064 | US$1.57M | 0.43% |
| Zeta Global Holdings Corp. | 0 | US$0 | 0.00% |
| Amplitude, Inc. | 0 | US$0 | 0.00% |
| Brown & Brown, Inc. | 0 | US$0 | 0.00% |
| Energy Transfer Lp | 0 | US$0 | 0.00% |
| Floor & Decor Holdings, Inc. | 0 | US$0 | 0.00% |
| Fortinet, Inc. | 0 | US$0 | 0.00% |
| Gap, Inc. (the) | 0 | US$0 | 0.00% |
| Life360, Inc. | 0 | US$0 | 0.00% |
| Malibu Boats, Inc. | 0 | US$0 | 0.00% |
| Marvell Technology, Inc. | 0 | US$0 | 0.00% |
| Masimo Corporation | 0 | US$0 | 0.00% |
| Microsoft Corp. | 0 | US$0 | 0.00% |
| Pegasystems Inc. | 0 | US$0 | 0.00% |
| Shake Shack, Inc. | 0 | US$0 | 0.00% |
| The Trade Desk, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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