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Wilson Asset Management (International) Pty Ltd Portfolio
$350.4M across 39 positions as of 2026-09-30, with 51% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| AMZNAmazon.com Inc | $33.8M | 9.6% | 135,651 |
| TMOThermo Fisher Scientific Inc | $23.5M | 6.7% | 34,756 |
| SNPSSynopsys Inc | $22.5M | 6.4% | 51,735 |
| METAMeta Platforms Inc | $21.2M | 6.0% | 29,209 |
| TWTradeweb Markets Inc | $16.5M | 4.7% | 163,881 |
| AMRIZE LTD | $16.4M | 4.7% | 439,447 |
| DYDycom Industries Inc | $12.8M | 3.6% | 47,508 |
| FERGFerguson Enterprises Inc | $11.5M | 3.3% | 51,678 |
| APHAmphenol Corp | $11M | 3.1% | 129,935 |
| ICEIntercontinental Exchange Inc | $10.6M | 3.0% | 69,641 |
| VVisa Inc | $10.5M | 3.0% | 29,286 |
| EWEdwards Lifesciences Corp | $10.5M | 3.0% | 121,533 |
| QQnity Electronics Inc | $10M | 2.8% | 79,323 |
| MSCIMSCI Inc | $9.7M | 2.8% | 18,002 |
| EATON CORP PLC | $9.3M | 2.7% | 21,750 |
| TRUTransUnion | $9.2M | 2.6% | 151,288 |
| INTUIntuit Inc | $8.6M | 2.5% | 31,351 |
| SAIASaia Inc | $8.3M | 2.4% | 25,000 |
| TEXTerex Corp | $8M | 2.3% | 152,500 |
| NVDANVIDIA Corp | $7.9M | 2.3% | 34,749 |
| VRTVertiv Holdings Co | $7.5M | 2.2% | 31,250 |
| RBARB Global Inc | $7.4M | 2.1% | 91,249 |
| AVGOBroadcom Inc | $7.4M | 2.1% | 21,000 |
| SOLSSolstice Advanced Materials Inc | $6.7M | 1.9% | 119,762 |
| BABAAlibaba Group Holding Ltd | $6M | 1.7% | 56,220 |
| SITESiteOne Landscape Supply Inc | $5.8M | 1.6% | 64,000 |
| PCORProcore Technologies, Inc. Common Stock | $4.8M | 1.4% | 91,971 |
| COHRCoherent Corp | $4.3M | 1.2% | 14,941 |
| GENIUS SPORTS LIMITED | $3.6M | 1.0% | 636,669 |
| LPXLouisiana-Pacific Corp | $3.4M | 1.0% | 53,000 |
| SKYChampion Homes Inc | $3.2M | 0.9% | 37,777 |
| NAVAN INC | $3.1M | 0.9% | 150,000 |
| HRIHerc Holdings Inc | $2.9M | 0.8% | 23,500 |
| LGNLegence Corp | $2.5M | 0.7% | 46,134 |
| REZIResideo Technologies Inc | $2.1M | 0.6% | 114,558 |
| SUNCRETE INC | $2.1M | 0.6% | 160,000 |
| AESIAtlas Energy Solutions Inc | $2M | 0.6% | 170,000 |
| HUDBAY MINERALS INC | $2M | 0.6% | 75,000 |
| VISHAY PRECISION GROUP INC | $1.5M | 0.4% | 20,000 |
Quarter ending 2026-09-30.
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