WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
43 holdingsFiling period: 2026-03-31Current AUM: $395.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 123.9K | $25.8M | $33.6M | 8.51% | +81.3K | 2026-03-31 |
| 2 | ICE | INTERCONTINENTAL EXCHANGE IN | 121.5K | $19.1M | $18.5M | 4.69% | -2,945 | 2026-03-31 |
| 3 | TMO | THERMO FISHER SCIENTIFIC INC | 38.0K | $18.7M | $21.8M | 5.53% | +4.8K | 2026-03-31 |
| 4 | TRU | TRANSUNION | 268.7K | $18.6M | $21.1M | 5.35% | +38.8K | 2026-03-31 |
| 5 | TW | TRADEWEB MKTS INC | 152.1K | $17.9M | $15.3M | 3.87% | +4.1K | 2026-03-31 |
| 6 | MRVL | MARVELL TECHNOLOGY INC | 175.6K | $17.4M | $32.9M | 8.34% | +41.0K | 2026-03-31 |
| 7 | INTU | INTUIT | 38.5K | $16.7M | $12.2M | 3.08% | -1,880 | 2026-03-31 |
| 8 | MSCI | MSCI INC | 29.4K | $15.9M | $16.8M | 4.26% | -5,387 | 2026-03-31 |
| 9 | PWR | QUANTA SVCS INC | 24.9K | $13.7M | $16.6M | 4.21% | -30,315 | 2026-03-31 |
| 10 | — | AMRIZE LTD | 242.8K | $13.6M | $13.6M | 3.44% | -4,644 | 2026-03-31 |
| 11 | V | VISA INC | 43.9K | $13.3M | $16.1M | 4.06% | -12,303 | 2026-03-31 |
| 12 | SNPS | SYNOPSYS INC | 33.1K | $13.1M | $12.9M | 3.25% | +2.6K | 2026-03-31 |
| 13 | RBA | RB GLOBAL INC | 132.1K | $12.7M | $14.5M | 3.67% | -7,148 | 2026-03-31 |
| 14 | PCOR | PROCORE TECHNOLOGIES INC | 206.3K | $11.8M | $11.3M | 2.86% | +106.4K | 2026-03-31 |
| 15 | EW | EDWARDS LIFESCIENCES CORP | 144.9K | $11.6M | $12.5M | 3.16% | -- | 2026-03-31 |
| 16 | MASI | MASIMO CORP | 64.0K | $11.4M | $11.4M | 2.88% | +24.5K | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 36.5K | $10.5M | $13.0M | 3.29% | -84,924 | 2026-03-31 |
| 18 | DY | DYCOM INDS INC | 22.5K | $7.6M | $9.0M | 2.29% | +19.5K | 2026-03-31 |
| 19 | FERG | FERGUSON ENTERPRISES INC | 32.1K | $7.5M | $7.5M | 1.91% | -- | 2026-03-31 |
| 20 | Q | QNITY ELECTRONICS INC | 61.1K | $7.1M | $8.0M | 2.03% | -- | 2026-03-31 |
| 21 | BABA | ALIBABA GROUP HLDG LTD | 54.3K | $6.8M | $6.6M | 1.68% | -9,008 | 2026-03-31 |
| 22 | MKTX | MARKETAXESS HLDGS INC | 39.5K | $6.5M | $6.4M | 1.62% | -- | 2026-03-31 |
| 23 | FTNT | FORTINET INC | 66.1K | $5.4M | $10.7M | 2.71% | +2.8K | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 14.3K | $5.3M | $6.6M | 1.68% | +1.8K | 2026-03-31 |
| 25 | SITE | SITEONE LANDSCAPE SUPPLY INC | 37.6K | $5.0M | $3.5M | 0.90% | +4.5K | 2026-03-31 |
← Scroll →
Page 1 of 2