Institutions / Wilson Asset Management (International) Pty Ltd

Wilson Asset Management (International) Pty Ltd

CIK 1914472 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$389.64M
Positions
42
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
Alphabet Inc.โ€”$38.09M121,3989.8%
Intuit Inc.โ€”$26.77M40,4056.9%
Quanta Services Incโ€”$23.31M55,2346.0%
Intercontinental Exchange, Inc.โ€”$20.16M124,4465.2%
MSCI Inc.โ€”$19.98M34,8195.1%
TransUnionโ€”$19.71M229,8795.1%
Visa Incโ€”$19.70M56,1755.1%
Thermo Fisher Scientific Inc.โ€”$19.28M33,2704.9%
Tradeweb Markets Inc.โ€”$15.92M148,0814.1%
RB Global Incโ€”$14.33M139,2953.7%
Synopsys Incโ€”$14.32M30,4893.7%
Amrize Ltdโ€”$13.38M247,4773.4%
Edwards Lifesciences Corpโ€”$12.35M144,9183.2%
Marvell Technology, Inc.โ€”$11.44M134,6422.9%
Amazon.com Incโ€”$9.82M42,5332.5%
Genius Sports Ltdโ€”$9.34M847,6722.4%
Alibaba Group Holding LtdBABAADR$9.28M63,3382.4%
CME Group Incโ€”$8.55M31,2982.2%
Zeta Global Holdings Corp.โ€”$7.38M362,8061.9%
Procore Technologies, Inc.โ€”$7.27M99,9251.9%
Marketaxess Holdings Incโ€”$7.15M39,4611.8%
Microsoft Corpโ€”$6.02M12,4471.5%
Masimo Corporationโ€”$5.13M39,4371.3%
Fortinet Incโ€”$5.03M63,3091.3%
Brown & Brown, Inc.โ€”$4.34M54,4401.1%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.