13F HOLDINGS REPORT
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001914472-25-000001
Total Value
$385.8M
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VISA INC | V | 78,688 | $24.9M | 6.45% |
| 2 | INTUIT | INTU | 34,456 | $21.7M | 5.61% |
| 3 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 140,851 | $21.0M | 5.44% |
| 4 | TRANSUNION | TRU | 220,543 | $20.4M | 5.30% |
| 5 | ALPHABET INC | GOOG | 102,527 | $19.5M | 5.06% |
| 6 | MSCI INC | MSCI | 31,232 | $18.7M | 4.86% |
| 7 | CME GROUP INC | CME | 76,378 | $17.7M | 4.60% |
| 8 | QUANTA SVCS INC | 74762E102 | 55,286 | $17.5M | 4.53% |
| 9 | TRADEWEB MKTS INC | 892672106 | 133,035 | $17.4M | 4.51% |
| 10 | TELEDYNE TECHNOLOGIES INC | TDY | 36,660 | $17.0M | 4.41% |
| 11 | AVANTOR INC | AVTR | 805,658 | $17.0M | 4.40% |
| 12 | ADOBE INC | ADBE | 37,125 | $16.5M | 4.28% |
| 13 | FERGUSON ENTERPRISES INC | FERG | 92,609 | $16.1M | 4.17% |
| 14 | BROWN & BROWN INC | BRO | 143,443 | $14.6M | 3.79% |
| 15 | BOOZ ALLEN HAMILTON HLDG COR | BAH | 104,610 | $13.5M | 3.49% |
| 16 | DUN & BRADSTREET HLDGS INC | 26484T106 | 969,163 | $12.1M | 3.13% |
| 17 | HCA HEALTHCARE INC | HCA | 37,717 | $11.3M | 2.93% |
| 18 | MARKETAXESS HLDGS INC | MKTX | 47,795 | $10.8M | 2.80% |
| 19 | RB GLOBAL INC | RBA | 116,527 | $10.5M | 2.72% |
| 20 | EDWARDS LIFESCIENCES CORP | EW | 138,793 | $10.3M | 2.66% |
| 21 | EXPEDIA GROUP INC | EXPE | 55,018 | $10.3M | 2.66% |
| 22 | THERMO FISHER SCIENTIFIC INC | TMO | 18,943 | $9.9M | 2.55% |
| 23 | FLUTTER ENTMT PLC | G3643J108 | 37,573 | $9.7M | 2.52% |
| 24 | SPORTRADAR GROUP AG | SRAD | 436,051 | $7.6M | 1.96% |
| 25 | GENIUS SPORTS LIMITED | GENI | 840,394 | $7.3M | 1.88% |
| 26 | ALIBABA GROUP HLDG LTD | BBAAY | 69,355 | $5.9M | 1.52% |
| 27 | EXXON MOBIL CORP | XOM | 37,503 | $4.0M | 1.05% |
| 28 | LAUDER ESTEE COS INC | 518439104 | 19,716 | $1.5M | 0.38% |
| 29 | LIFE360 INC | LIFX | 30,137 | $1.2M | 0.32% |