13F HOLDINGS REPORT
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
Quarter ended Q4 2025 · Filed February 3, 2026 · Accession 0001914472-26-000001
Total Value
$389.6M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 121,398 | $38.1M | 9.78% |
| 2 | INTUIT | INTU | 40,405 | $26.8M | 6.87% |
| 3 | QUANTA SVCS INC | 74762E102 | 55,234 | $23.3M | 5.98% |
| 4 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 124,446 | $20.2M | 5.17% |
| 5 | MSCI INC | MSCI | 34,819 | $20.0M | 5.13% |
| 6 | TRANSUNION | TRU | 229,879 | $19.7M | 5.06% |
| 7 | VISA INC | V | 56,175 | $19.7M | 5.06% |
| 8 | THERMO FISHER SCIENTIFIC INC | TMO | 33,270 | $19.3M | 4.95% |
| 9 | TRADEWEB MKTS INC | 892672106 | 148,081 | $15.9M | 4.09% |
| 10 | RB GLOBAL INC | RBA | 139,295 | $14.3M | 3.68% |
| 11 | SYNOPSYS INC | SNPS | 30,489 | $14.3M | 3.68% |
| 12 | AMRIZE LTD | AMRZ | 247,477 | $13.4M | 3.43% |
| 13 | EDWARDS LIFESCIENCES CORP | EW | 144,918 | $12.4M | 3.17% |
| 14 | MARVELL TECHNOLOGY INC | MRVL | 134,642 | $11.4M | 2.94% |
| 15 | AMAZON COM INC | AMZN | 42,533 | $9.8M | 2.52% |
| 16 | GENIUS SPORTS LIMITED | GENI | 847,672 | $9.3M | 2.40% |
| 17 | ALIBABA GROUP HLDG LTD | BBAAY | 63,338 | $9.3M | 2.38% |
| 18 | CME GROUP INC | CME | 31,298 | $8.5M | 2.19% |
| 19 | ZETA GLOBAL HOLDINGS CORP | ZETA | 362,806 | $7.4M | 1.89% |
| 20 | PROCORE TECHNOLOGIES INC | PCOR | 99,925 | $7.3M | 1.87% |
| 21 | MARKETAXESS HLDGS INC | MKTX | 39,461 | $7.2M | 1.84% |
| 22 | MICROSOFT CORP | MSFT | 12,447 | $6.0M | 1.54% |
| 23 | MASIMO CORP | MASI | 39,437 | $5.1M | 1.32% |
| 24 | FORTINET INC | FTNT | 63,309 | $5.0M | 1.29% |
| 25 | BROWN & BROWN INC | BRO | 54,440 | $4.3M | 1.11% |
| 26 | SITEONE LANDSCAPE SUPPLY INC | SITE | 33,094 | $4.1M | 1.06% |
| 27 | SHERWIN WILLIAMS CO | SHW | 12,451 | $4.0M | 1.04% |
| 28 | PEGASYSTEMS INC | PEGA | 65,000 | $3.9M | 1.00% |
| 29 | JFROG LTD | FROG | 60,070 | $3.8M | 0.96% |
| 30 | ENERGY TRANSFER L P | ET-PI | 221,371 | $3.7M | 0.94% |
| 31 | BLOCK INC | BSQKZ | 51,351 | $3.3M | 0.86% |
| 32 | LIFE360 INC | LIFX | 50,000 | $3.2M | 0.82% |
| 33 | OLD DOMINION FREIGHT LINE IN | ODFL | 18,148 | $2.8M | 0.73% |
| 34 | ENTEGRIS INC | ENTG | 32,422 | $2.7M | 0.70% |
| 35 | LOUISIANA PAC CORP | LPX | 30,907 | $2.5M | 0.64% |
| 36 | SHAKE SHACK INC | SHAK | 18,000 | $1.5M | 0.37% |
| 37 | SAIA INC | SAIA | 4,162 | $1.4M | 0.35% |
| 38 | MALIBU BOATS INC | MBUU | 46,976 | $1.3M | 0.34% |
| 39 | AMPLITUDE INC | AMPL | 99,053 | $1.1M | 0.29% |
| 40 | DYCOM INDS INC | 267475101 | 3,000 | $1.0M | 0.26% |
| 41 | DOUGLAS DYNAMICS INC | PLOW | 20,000 | $653,000 | 0.17% |
| 42 | CHAMPION HOMES INC | SKY | 6,602 | $557,869 | 0.14% |