Wilson Asset Management (International) Pty
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$354.0M
Q ending 2026-03-31
Prior quarter
$389.6M
Q ending 2025-12-31
Change
-9.1% QoQ · -5.4% YoY
Positions
43
reported holdings
Largest positions
All 43 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $25.8M | 124K |
| Intercontinental Exchange In | ICE | Shares | $19.1M | 122K |
| Thermo Fisher Scientific Inc | TMO | Shares | $18.7M | 38K |
| Transunion | TRU | Shares | $18.6M | 269K |
| Tradeweb Mkts Inc | TW | Shares | $17.9M | 152K |
| Marvell Technology Inc | MRVL | Shares | $17.4M | 176K |
| Intuit | INTU | Shares | $16.7M | 39K |
| Msci Inc | MSCI | Shares | $15.9M | 29K |
| Quanta Svcs Inc | PWR | Shares | $13.7M | 25K |
| Amrize Ltd | Shares | $13.6M | 243K | |
| Visa Inc | V | Shares | $13.3M | 44K |
| Synopsys Inc | SNPS | Shares | $13.1M | 33K |
| Rb Global Inc | RBA | Shares | $12.7M | 132K |
| Procore Technologies Inc | PCOR | Shares | $11.8M | 206K |
| Edwards Lifesciences Corp | EW | Shares | $11.6M | 145K |
| Masimo Corp | MASI* | Shares | $11.4M | 64K |
| Alphabet Inc | GOOG | Shares | $10.5M | 36K |
| Dycom Inds Inc | DY | Shares | $7.6M | 23K |
| Ferguson Enterprises Inc | FERG | Shares | $7.5M | 32K |
| Qnity Electronics Inc | Q | Shares | $7.1M | 61K |
| Alibaba Group Hldg Ltd | BABA | Shares | $6.8M | 54K |
| Marketaxess Hldgs Inc | MKTX | Shares | $6.5M | 39K |
| Fortinet Inc | FTNT | Shares | $5.4M | 66K |
| Microsoft Corp | MSFT | Shares | $5.3M | 14K |
| Siteone Landscape Supply Inc | SITE | Shares | $5.0M | 38K |
| Energy Transfer L P | ET | Shares | $4.9M | 252K |
| Genius Sports Limited | Shares | $4.6M | 1.0M | |
| Jfrog Ltd | Shares | $4.6M | 98K | |
| Brown & Brown Inc | BRO | Shares | $3.6M | 54K |
| Louisiana Pac Corp | LPX | Shares | $3.3M | 46K |
| Pegasystems Inc | PEGA | Shares | $2.9M | 67K |
| Saia Inc | SAIA | Shares | $2.5M | 7K |
| Champion Homes Inc | SKY | Shares | $2.2M | 29K |
| Life360 Inc | LIF | Shares | $2.0M | 50K |
| Floor & Decor Hldgs Inc | FND | Shares | $2.0M | 40K |
| Douglas Dynamics Inc | PLOW | Shares | $1.6M | 38K |
| Imax Corp | IMAX | Shares | $1.5M | 40K |
| Malibu Boats Inc | MBUU | Shares | $1.5M | 57K |
| Gap Inc | GAP | Shares | $1.3M | 54K |
| The Trade Desk Inc | TTD | Shares | $864K | 38K |
| Shake Shack Inc | SHAK | Shares | $752K | 9K |
| Amplitude Inc | AMPL | Shares | $676K | 99K |
| Zeta Global Holdings Corp | ZETA | Shares | $516K | 32K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.