Wilson Asset Management (International) Pty Ltd Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Wilson Asset Management (International) Pty Ltd disclosed 37 stock positions valued at approximately $364.08M as of quarter-end June 30, 2026. The largest holdings include AMAZON COM INC, AMRIZE LTD, and DYCOM INDS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 37
- Portfolio Value
- $364.08M
Holdings by Sector
Wilson Asset Management (International) Pty Ltd Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 8.88% | 135,588 | +11,707 | +9.45% | $32,316,044 |
| AMRIZE LTD | AMRZ | Other | 6.64% | 453,631 | +210,798 | +86.81% | $24,178,532 |
| DYCOM INDS INC | DY | Industrials | 5.77% | 41,537 | +19,000 | +84.31% | $21,000,692 |
| TRANSUNION | TRU | Financial Services | 5.32% | 268,657 | - | - | $19,380,916 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 5.24% | 38,032 | - | - | $19,067,724 |
| SYNOPSYS INC | SNPS | Technology | 4.96% | 40,518 | +7,454 | +22.54% | $18,073,864 |
| VISA INC | V | Financial Services | 4.23% | 44,927 | +1,055 | +2.40% | $15,414,004 |
| TRADEWEB MKTS INC | TW | Financial Services | 4.21% | 153,794 | +1,660 | +1.09% | $15,327,110 |
| INTERCONTINENTAL EXCHANGE IN | ICE | Financial Services | 4.11% | 121,501 | - | - | $14,957,988 |
| EDWARDS LIFESCIENCES CORP | EW | Healthcare | 3.60% | 144,918 | - | - | $13,109,282 |
| ALPHABET INC | GOOG | Communication Services | 3.54% | 36,474 | - | - | $12,887,358 |
| MSCI INC | MSCI | Financial Services | 3.54% | 22,985 | -6,447 | -21.90% | $12,872,519 |
| RB GLOBAL INC | RBA | Industrials | 3.47% | 108,382 | -23,765 | -17.98% | $12,621,084 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 3.37% | 51,678 | +19,548 | +60.84% | $12,264,740 |
| AMPHENOL CORP | APH | Technology | 3.30% | 68,076 | +68,076 | +100.00% | $12,003,160 |
| TEREX CORP NEW | TEX | Industrials | 2.68% | 134,779 | +134,779 | +100.00% | $9,756,652 |
| PROCORE TECHNOLOGIES INC | PCOR | Technology | 2.42% | 216,971 | +10,671 | +5.17% | $8,813,362 |
| QUANTA SVCS INC | PWR | Industrials | 2.36% | 11,931 | -12,988 | -52.12% | $8,590,797 |
| INTUIT | INTU | Technology | 2.25% | 31,351 | -7,174 | -18.62% | $8,182,611 |
| SITEONE LANDSCAPE SUPPLY INC | SITE | Industrials | 2.06% | 65,546 | +27,963 | +74.40% | $7,499,118 |
| QNITY ELECTRONICS INC | Q | Other | 1.66% | 36,923 | -24,207 | -39.60% | $6,029,895 |
| EATON CORP PLC | ETN | Other | 1.58% | 13,500 | +13,500 | +100.00% | $5,752,620 |
| GRAB HOLDINGS LIMITED | GRAB | Technology | 1.55% | 1,500,000 | +1,500,000 | +100.00% | $5,655,000 |
| SAIA INC | SAIA | Industrials | 1.52% | 13,099 | +5,937 | +82.90% | $5,516,775 |
| ALIBABA GROUP HLDG LTD | BABA | Consumer Cyclical | 1.47% | 55,631 | +1,301 | +2.39% | $5,339,463 |
| MARKETAXESS HLDGS INC | MKTX | Financial Services | 1.40% | 45,042 | +5,581 | +14.14% | $5,111,817 |
| IMAX CORP | IMAX | Communication Services | 1.26% | 114,973 | +74,973 | +187.43% | $4,582,824 |
| SOLSTICE ADVANCED MATLS INC | SOLS | Other | 1.24% | 51,026 | +51,026 | +100.00% | $4,520,904 |
| RESIDEO TECHNOLOGIES INC | REZI | Industrials | 0.95% | 111,273 | +111,273 | +100.00% | $3,460,590 |
| DOUGLAS DYNAMICS INC | PLOW | Consumer Cyclical | 0.84% | 56,632 | +18,632 | +49.03% | $3,055,296 |
Showing 30 of 37 holdings in the latest reporting period.