Wilson Asset Management (International) Pty Ltd Portfolio Stock Holdings
Wilson Asset Management (International) Pty Ltd disclosed 37 stock positions valued at approximately $364.1 million in its latest SEC 13F filing. The largest holdings include AMAZON COM INC, AMRIZE LTD, and DYCOM INDS INC. The filing reflects positions held as of June 30, 2026 and was filed on August 5, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 37
- Portfolio Value
- $364.1M
Holdings by Sector
Wilson Asset Management (International) Pty Ltd Portfolio Holdings in Q2 2026
31 holdings in the latest reporting period.
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| 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 |
| EATON CORP PLC | ETN | Other | 1.58% | 13,500 | +13,500 | +100.00% | $5,752,620 |
| GRAB HOLDINGS LIMITED | G4124C109 | Other | 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 |
| 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 |
| CHAMPION HOMES INC | SKY | Consumer Cyclical | 0.81% | 33,442 | +4,000 | +13.59% | $2,946,909 |
| LOUISIANA PAC CORP | LPX | Industrials | 0.75% | 34,837 | -10,670 | -23.45% | $2,740,278 |
| WINGSTOP INC | WING | Consumer Cyclical | 0.43% | 9,064 | +9,064 | +100.00% | $1,571,788 |