Filed: 2/3/2026ACC: 0001914472-26-000001
📋 What this filing means
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $389.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$389.64M
Total AUM (reported)
3.97M
Total Shares
Allocation by class
COM$261.85M67.2%
CAP STK CL C$38.09M9.8%
CL A$28.11M7.2%
COM CL A$22.17M5.7%
SHS$13.38M3.4%
SHARES CL A$9.34M2.4%
SPONSORED ADS$9.28M2.4%
Portfolio Concentration
Top 3$88.17M22.6%
4–10$129.08M33.1%
11–25$130.81M33.6%
Rest$41.58M10.7%
Top 3 weight
22.6%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 3.97M
Sole
Full voting authority
3.97M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings42
Rows:
ALPHABET INC
SOLEShares121.40K
TypeSH
Market value$38.09M
9.78%
Sole
121.40K
Shared
0.00
None
0.00
INTUIT
SOLEShares40.41K
TypeSH
Market value$26.77M
6.87%
Sole
40.41K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares55.23K
TypeSH
Market value$23.31M
5.98%
Sole
55.23K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares124.45K
TypeSH
Market value$20.16M
5.17%
Sole
124.45K
Shared
0.00
None
0.00
MSCI INC
SOLEShares34.82K
TypeSH
Market value$19.98M
5.13%
Sole
34.82K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares229.88K
TypeSH
Market value$19.71M
5.06%
Sole
229.88K
Shared
0.00
None
0.00
VISA INC
SOLEShares56.17K
TypeSH
Market value$19.70M
5.06%
Sole
56.17K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares33.27K
TypeSH
Market value$19.28M
4.95%
Sole
33.27K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares148.08K
TypeSH
Market value$15.92M
4.09%
Sole
148.08K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares139.29K
TypeSH
Market value$14.33M
3.68%
Sole
139.29K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares30.49K
TypeSH
Market value$14.32M
3.68%
Sole
30.49K
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares247.48K
TypeSH
Market value$13.38M
3.43%
Sole
247.48K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares144.92K
TypeSH
Market value$12.35M
3.17%
Sole
144.92K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares134.64K
TypeSH
Market value$11.44M
2.94%
Sole
134.64K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares42.53K
TypeSH
Market value$9.82M
2.52%
Sole
42.53K
Shared
0.00
None
0.00
GENIUS SPORTS LIMITED
SOLEShares847.67K
TypeSH
Market value$9.34M
2.40%
Sole
847.67K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares63.34K
TypeSH
Market value$9.28M
2.38%
Sole
63.34K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares31.30K
TypeSH
Market value$8.55M
2.19%
Sole
31.30K
Shared
0.00
None
0.00
ZETA GLOBAL HOLDINGS CORP
SOLEShares362.81K
TypeSH
Market value$7.38M
1.89%
Sole
362.81K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares99.92K
TypeSH
Market value$7.27M
1.87%
Sole
99.92K
Shared
0.00
None
0.00
MARKETAXESS HLDGS INC
SOLEShares39.46K
TypeSH
Market value$7.15M
1.84%
Sole
39.46K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares12.45K
TypeSH
Market value$6.02M
1.54%
Sole
12.45K
Shared
0.00
None
0.00
MASIMO CORP
SOLEShares39.44K
TypeSH
Market value$5.13M
1.32%
Sole
39.44K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares63.31K
TypeSH
Market value$5.03M
1.29%
Sole
63.31K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares54.44K
TypeSH
Market value$4.34M
1.11%
Sole
54.44K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ALPHABET INCSOLE | CAP STK CL C | 121.40K | SH | $38.09M 9.78% | 121.40K | 0.00 | 0.00 |
INTUITSOLE | COM | 40.41K | SH | $26.77M 6.87% | 40.41K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 55.23K | SH | $23.31M 5.98% | 55.23K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 124.45K | SH | $20.16M 5.17% | 124.45K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 34.82K | SH | $19.98M 5.13% | 34.82K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 229.88K | SH | $19.71M 5.06% | 229.88K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 56.17K | SH | $19.70M 5.06% | 56.17K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 33.27K | SH | $19.28M 4.95% | 33.27K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 148.08K | SH | $15.92M 4.09% | 148.08K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 139.29K | SH | $14.33M 3.68% | 139.29K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 30.49K | SH | $14.32M 3.68% | 30.49K | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 247.48K | SH | $13.38M 3.43% | 247.48K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 144.92K | SH | $12.35M 3.17% | 144.92K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 134.64K | SH | $11.44M 2.94% | 134.64K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 42.53K | SH | $9.82M 2.52% | 42.53K | 0.00 | 0.00 |
GENIUS SPORTS LIMITEDSOLE | SHARES CL A | 847.67K | SH | $9.34M 2.40% | 847.67K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 63.34K | SH | $9.28M 2.38% | 63.34K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 31.30K | SH | $8.55M 2.19% | 31.30K | 0.00 | 0.00 |
ZETA GLOBAL HOLDINGS CORPSOLE | CL A | 362.81K | SH | $7.38M 1.89% | 362.81K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 99.92K | SH | $7.27M 1.87% | 99.92K | 0.00 | 0.00 |
MARKETAXESS HLDGS INCSOLE | COM | 39.46K | SH | $7.15M 1.84% | 39.46K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.45K | SH | $6.02M 1.54% | 12.45K | 0.00 | 0.00 |
MASIMO CORPSOLE | COM | 39.44K | SH | $5.13M 1.32% | 39.44K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 63.31K | SH | $5.03M 1.29% | 63.31K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 54.44K | SH | $4.34M 1.11% | 54.44K | 0.00 | 0.00 |
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