13F HOLDINGS REPORT
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001914472-25-000005
Total Value
$404.2M
Positions
41
Other Managers
0
Confidential Omitted
No
Holdings (41)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 121,398 | $29.6M | 7.32% |
| 2 | INTUIT | INTU | 40,405 | $27.6M | 6.83% |
| 3 | QUANTA SVCS INC | 74762E102 | 55,331 | $22.9M | 5.67% |
| 4 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 124,446 | $21.0M | 5.19% |
| 5 | MSCI INC | MSCI | 34,819 | $19.8M | 4.89% |
| 6 | TRANSUNION | TRU | 229,879 | $19.3M | 4.77% |
| 7 | VISA INC | V | 56,175 | $19.2M | 4.74% |
| 8 | TRADEWEB MKTS INC | 892672106 | 148,081 | $16.4M | 4.07% |
| 9 | SYNOPSYS INC | SNPS | 32,927 | $16.2M | 4.02% |
| 10 | THERMO FISHER SCIENTIFIC INC | TMO | 31,645 | $15.3M | 3.80% |
| 11 | RB GLOBAL INC | RBA | 128,344 | $13.9M | 3.44% |
| 12 | CME GROUP INC | CME | 45,026 | $12.2M | 3.01% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 149,823 | $11.7M | 2.88% |
| 14 | GENIUS SPORTS LIMITED | GENI | 899,711 | $11.1M | 2.76% |
| 15 | AMRIZE LTD | AMRZ | 228,535 | $11.1M | 2.74% |
| 16 | AMAZON COM INC | AMZN | 47,300 | $10.4M | 2.57% |
| 17 | ALIBABA GROUP HLDG LTD | BBAAY | 52,705 | $9.4M | 2.33% |
| 18 | MARVELL TECHNOLOGY INC | MRVL | 111,805 | $9.4M | 2.33% |
| 19 | MARKETAXESS HLDGS INC | MKTX | 50,190 | $8.7M | 2.16% |
| 20 | SPORTRADAR GROUP AG | SRAD | 322,342 | $8.7M | 2.15% |
| 21 | PROCORE TECHNOLOGIES INC | PCOR | 118,351 | $8.6M | 2.14% |
| 22 | FORTINET INC | FTNT | 95,000 | $8.0M | 1.98% |
| 23 | FLUTTER ENTMT PLC | G3643J108 | 30,898 | $7.8M | 1.94% |
| 24 | ZOETIS INC | ZTS | 52,798 | $7.7M | 1.91% |
| 25 | SHERWIN WILLIAMS CO | SHW | 21,322 | $7.4M | 1.83% |
| 26 | ZETA GLOBAL HOLDINGS CORP | ZETA | 356,855 | $7.1M | 1.75% |
| 27 | MICROSOFT CORP | MSFT | 11,000 | $5.7M | 1.41% |
| 28 | BROWN & BROWN INC | BRO | 54,440 | $5.1M | 1.26% |
| 29 | OLD DOMINION FREIGHT LINE IN | ODFL | 30,596 | $4.3M | 1.07% |
| 30 | BELLRING BRANDS INC | BRBR | 114,425 | $4.2M | 1.03% |
| 31 | MASIMO CORP | MASI | 27,234 | $4.0M | 0.99% |
| 32 | BLOCK INC | BSQKZ | 53,946 | $3.9M | 0.96% |
| 33 | JFROG LTD | FROG | 66,202 | $3.1M | 0.78% |
| 34 | ADOBE INC | ADBE | 8,431 | $3.0M | 0.74% |
| 35 | LIFE360 INC | LIFX | 23,972 | $2.5M | 0.63% |
| 36 | AMPLITUDE INC | AMPL | 153,849 | $1.6M | 0.41% |
| 37 | DAVE INC | 23834J201 | 7,830 | $1.6M | 0.39% |
| 38 | SAIA INC | SAIA | 5,138 | $1.5M | 0.38% |
| 39 | BLOOM ENERGY CORP | BE | 18,094 | $1.5M | 0.38% |
| 40 | PEGASYSTEMS INC | PEGA | 20,000 | $1.1M | 0.28% |
| 41 | DOMO INC | DOMO | 22,915 | $362,974 | 0.09% |