Wilson Asset Management (International) Pty Ltd
37 holdingsFiling period: 2026-06-30Current AUM: $365.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 135.6K | $32.3M | $33.8M | 9.25% | +11.7K | 2026-06-30 |
| 2 | — | Amrize Ltd | 453.6K | $24.2M | $24.2M | 6.62% | +210.8K | 2026-06-30 |
| 3 | DY | Dycom Inds Inc | 41.5K | $21.0M | $9.5M | 2.60% | +19.0K | 2026-06-30 |
| 4 | TRU | Transunion | 268.7K | $19.4M | $21.4M | 5.86% | -- | 2026-06-30 |
| 5 | TMO | Thermo Fisher Scientific Inc | 38.0K | $19.1M | $26.0M | 7.13% | -- | 2026-06-30 |
| 6 | SNPS | Synopsys Inc | 40.5K | $18.1M | $18.4M | 5.04% | +7.5K | 2026-06-30 |
| 7 | V | Visa Inc | 44.9K | $15.4M | $18.2M | 4.97% | +1.1K | 2026-06-30 |
| 8 | TW | Tradeweb Mkts Inc | 153.8K | $15.3M | $19.0M | 5.20% | +1.7K | 2026-06-30 |
| 9 | ICE | Intercontinental Exchange in | 121.5K | $15.0M | $19.4M | 5.33% | -- | 2026-06-30 |
| 10 | EW | Edwards Lifesciences Corp | 144.9K | $13.1M | $13.1M | 3.59% | -- | 2026-06-30 |
| 11 | GOOG | Alphabet Inc | 36.5K | $12.9M | $11.5M | 3.14% | -- | 2026-06-30 |
| 12 | MSCI | Msci Inc | 23.0K | $12.9M | $14.2M | 3.89% | -6,447 | 2026-06-30 |
| 13 | RBA | RB Global Inc | 108.4K | $12.6M | $9.2M | 2.51% | -23,765 | 2026-06-30 |
| 14 | FERG | Ferguson Enterprises Inc | 51.7K | $12.3M | $11.9M | 3.25% | +19.5K | 2026-06-30 |
| 15 | APH | Amphenol Corp | 68.1K | $12.0M | $10.2M | 2.81% | -- | 2026-06-30 |
| 16 | TEX | Terex Corp New | 134.8K | $9.8M | $6.9M | 1.88% | -- | 2026-06-30 |
| 17 | PCOR | Procore Technologies Inc | 217.0K | $8.8M | $13.6M | 3.73% | +10.7K | 2026-06-30 |
| 18 | PWR | Quanta Svcs Inc | 11.9K | $8.6M | $6.7M | 1.84% | -12,988 | 2026-06-30 |
| 19 | INTU | Intuit | 31.4K | $8.2M | $10.7M | 2.92% | -7,174 | 2026-06-30 |
| 20 | SITE | Siteone Landscape Supply Inc | 65.5K | $7.5M | $6.7M | 1.82% | +28.0K | 2026-06-30 |
| 21 | Q | Qnity Electronics Inc | 36.9K | $6.0M | $4.2M | 1.15% | -24,207 | 2026-06-30 |
| 22 | — | Eaton Corp PLC | 13.5K | $5.8M | $5.8M | 1.58% | -- | 2026-06-30 |
| 23 | — | Grab Holdings Limited | 1.50M | $5.7M | $5.7M | 1.55% | -- | 2026-06-30 |
| 24 | SAIA | Saia Inc | 13.1K | $5.5M | $4.3M | 1.17% | +5.9K | 2026-06-30 |
| 25 | BABA | Alibaba Group Hldg Ltd | 55.6K | $5.3M | $5.6M | 1.53% | +1.3K | 2026-06-30 |
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