WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
37 holdingsFiling period: 2026-06-30Current AUM: $353.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 135.6K | $32.3M | $33.7M | 9.53% | +11.7K | 2026-06-30 |
| 2 | — | AMRIZE LTD | 453.6K | $24.2M | $24.2M | 6.84% | +210.8K | 2026-06-30 |
| 3 | DY | DYCOM INDS INC | 41.5K | $21.0M | $11.7M | 3.32% | +19.0K | 2026-06-30 |
| 4 | TRU | TRANSUNION | 268.7K | $19.4M | $20.7M | 5.85% | -- | 2026-06-30 |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | 38.0K | $19.1M | $24.4M | 6.90% | -- | 2026-06-30 |
| 6 | SNPS | SYNOPSYS INC | 40.5K | $18.1M | $14.9M | 4.21% | +7.5K | 2026-06-30 |
| 7 | V | VISA INC | 44.9K | $15.4M | $16.9M | 4.77% | +1.1K | 2026-06-30 |
| 8 | TW | TRADEWEB MKTS INC | 153.8K | $15.3M | $15.6M | 4.42% | +1.7K | 2026-06-30 |
| 9 | ICE | INTERCONTINENTAL EXCHANGE IN | 121.5K | $15.0M | $19.1M | 5.39% | -- | 2026-06-30 |
| 10 | EW | EDWARDS LIFESCIENCES CORP | 144.9K | $13.1M | $12.4M | 3.51% | -- | 2026-06-30 |
| 11 | GOOG | ALPHABET INC | 36.5K | $12.9M | $12.5M | 3.52% | -- | 2026-06-30 |
| 12 | MSCI | MSCI INC | 23.0K | $12.9M | $12.5M | 3.54% | -6,447 | 2026-06-30 |
| 13 | RBA | RB GLOBAL INC | 108.4K | $12.6M | $9.3M | 2.64% | -23,765 | 2026-06-30 |
| 14 | FERG | FERGUSON ENTERPRISES INC | 51.7K | $12.3M | $11.1M | 3.14% | +19.5K | 2026-06-30 |
| 15 | APH | AMPHENOL CORP | 68.1K | $12.0M | $10.6M | 2.99% | -- | 2026-06-30 |
| 16 | TEX | TEREX CORP NEW | 134.8K | $9.8M | $7.9M | 2.22% | -- | 2026-06-30 |
| 17 | PCOR | PROCORE TECHNOLOGIES INC | 217.0K | $8.8M | $11.4M | 3.23% | +10.7K | 2026-06-30 |
| 18 | PWR | QUANTA SVCS INC | 11.9K | $8.6M | $7.3M | 2.07% | -12,988 | 2026-06-30 |
| 19 | INTU | INTUIT | 31.4K | $8.2M | $10.3M | 2.92% | -7,174 | 2026-06-30 |
| 20 | SITE | SITEONE LANDSCAPE SUPPLY INC | 65.5K | $7.5M | $5.7M | 1.62% | +28.0K | 2026-06-30 |
| 21 | Q | QNITY ELECTRONICS INC | 36.9K | $6.0M | $4.2M | 1.20% | -24,207 | 2026-06-30 |
| 22 | — | EATON CORP PLC | 13.5K | $5.8M | $5.8M | 1.63% | -- | 2026-06-30 |
| 23 | — | GRAB HOLDINGS LIMITED | 1.50M | $5.7M | $5.7M | 1.60% | -- | 2026-06-30 |
| 24 | SAIA | SAIA INC | 13.1K | $5.5M | $4.6M | 1.31% | +5.9K | 2026-06-30 |
| 25 | BABA | ALIBABA GROUP HLDG LTD | 55.6K | $5.3M | $6.1M | 1.72% | +1.3K | 2026-06-30 |
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