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Wilson Asset Management (International) Pty Ltd

All holdings · as of Dec 31, 2025

42 positions

CompanyClassValueShares% of portfolio
CHAMPION HOMES INC—$557.9K6,6020.1%
Douglas Dynamics Inc—$653.0K20,0000.2%
DYCOM INDUSTRIES INC—$1.01M3,0000.3%
Amplitude, Inc.—$1.15M99,0530.3%
MALIBU BOATS, INC.—$1.33M46,9760.3%
Saia Inc—$1.36M4,1620.3%
Shake Shack Inc.—$1.46M18,0000.4%
LOUISIANA-PACIFIC CORP—$2.50M30,9070.6%
Entegris, Inc.—$2.73M32,4220.7%
OLD DOMINION FREIGHT LINE, INC.—$2.85M18,1480.7%
Life360, Inc.—$3.21M50,0000.8%
Block, Inc.—$3.34M51,3510.9%
Energy Transfer LPETMLP$3.65M221,3710.9%
JFrog Ltd—$3.75M60,0701.0%
PEGASYSTEMS INC—$3.88M65,0001.0%
SHERWIN WILLIAMS CO—$4.03M12,4511.0%
SiteOne Landscape Supply, Inc.—$4.12M33,0941.1%
BROWN & BROWN, INC.—$4.34M54,4401.1%
Fortinet Inc—$5.03M63,3091.3%
Masimo Corporation—$5.13M39,4371.3%
MICROSOFT CORP—$6.02M12,4471.5%
Marketaxess Holdings Inc—$7.15M39,4611.8%
PROCORE TECHNOLOGIES, INC.—$7.27M99,9251.9%
Zeta Global Holdings Corp.—$7.38M362,8061.9%
CME Group Inc—$8.55M31,2982.2%
Alibaba Group Holding LtdBABAADR$9.28M63,3382.4%
Genius Sports Ltd—$9.34M847,6722.4%
Amazon.com Inc—$9.82M42,5332.5%
Marvell Technology, Inc.—$11.44M134,6422.9%
Edwards Lifesciences Corp—$12.35M144,9183.2%
Amrize Ltd—$13.38M247,4773.4%
SYNOPSYS INC—$14.32M30,4893.7%
RB Global Inc—$14.33M139,2953.7%
Tradeweb Markets Inc.—$15.92M148,0814.1%
THERMO FISHER SCIENTIFIC INC.—$19.28M33,2704.9%
Visa Inc—$19.70M56,1755.1%
TransUnion—$19.71M229,8795.1%
MSCI Inc.—$19.98M34,8195.1%
Intercontinental Exchange, Inc.—$20.16M124,4465.2%
Quanta Services Inc—$23.31M55,2346.0%
INTUIT INC.—$26.77M40,4056.9%
Alphabet Inc.—$38.09M121,3989.8%
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