13F HOLDINGS REPORT
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
Quarter ended Q2 2025 · Filed July 28, 2025 · Accession 0001914472-25-000003
Total Value
$406.7M
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTUIT | INTU | 35,837 | $28.2M | 6.94% |
| 2 | ALPHABET INC | GOOG | 144,398 | $25.6M | 6.30% |
| 3 | VISA INC | V | 70,074 | $24.9M | 6.12% |
| 4 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 130,543 | $24.0M | 5.89% |
| 5 | TRADEWEB MKTS INC | 892672106 | 143,579 | $21.0M | 5.17% |
| 6 | TRANSUNION | TRU | 229,879 | $20.2M | 4.97% |
| 7 | QUANTA SVCS INC | 74762E102 | 53,456 | $20.2M | 4.97% |
| 8 | MSCI INC | MSCI | 34,819 | $20.1M | 4.94% |
| 9 | RB GLOBAL INC | RBA | 159,402 | $16.9M | 4.16% |
| 10 | IDEXX LABS INC | 45168D104 | 31,034 | $16.6M | 4.09% |
| 11 | ADOBE INC | ADBE | 39,050 | $15.1M | 3.71% |
| 12 | CME GROUP INC | CME | 50,116 | $13.8M | 3.40% |
| 13 | MARKETAXESS HLDGS INC | MKTX | 60,492 | $13.5M | 3.32% |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 31,645 | $12.8M | 3.16% |
| 15 | SYNOPSYS INC | SNPS | 23,919 | $12.3M | 3.02% |
| 16 | SPORTRADAR GROUP AG | SRAD | 412,399 | $11.6M | 2.85% |
| 17 | EDWARDS LIFESCIENCES CORP | EW | 146,506 | $11.5M | 2.82% |
| 18 | AMAZON COM INC | AMZN | 50,602 | $11.1M | 2.73% |
| 19 | AVANTOR INC | AVTR | 805,658 | $10.8M | 2.67% |
| 20 | FLUTTER ENTMT PLC | G3643J108 | 37,573 | $10.7M | 2.64% |
| 21 | GENIUS SPORTS LIMITED | GENI | 882,691 | $9.2M | 2.26% |
| 22 | ZOETIS INC | ZTS | 52,798 | $8.2M | 2.02% |
| 23 | SHERWIN WILLIAMS CO | SHW | 21,322 | $7.3M | 1.80% |
| 24 | ALIBABA GROUP HLDG LTD | BBAAY | 64,256 | $7.3M | 1.79% |
| 25 | BROWN & BROWN INC | BRO | 54,440 | $6.0M | 1.48% |
| 26 | BELLRING BRANDS INC | BRBR | 93,373 | $5.4M | 1.33% |
| 27 | ZETA GLOBAL HOLDINGS CORP | ZETA | 317,775 | $4.9M | 1.21% |
| 28 | MASIMO CORP | MASI | 27,234 | $4.6M | 1.13% |
| 29 | LIFE360 INC | LIFX | 69,975 | $4.6M | 1.12% |
| 30 | BLOCK INC | BSQKZ | 50,966 | $3.5M | 0.85% |
| 31 | LAUDER ESTEE COS INC | 518439104 | 38,566 | $3.1M | 0.77% |
| 32 | AMPLITUDE INC | AMPL | 123,849 | $1.5M | 0.38% |