Filed: 5/12/2026ACC: 0001914472-26-000003
📋 What this filing means
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD filed this quarterly 13F‑HR report disclosing 43 equity positions with a total reported market value of $354.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
43
Positions
$354.05M
Total AUM (reported)
4.26M
Total Shares
Allocation by class
COM$257.06M72.6%
CL A$21.20M6.0%
COM CL A$16.28M4.6%
SHS$13.60M3.8%
CAP STK CL C$10.46M3.0%
COMMON STOCK NEW$7.49M2.1%
COMMON STOCK$7.05M2.0%
Portfolio Concentration
Top 3$63.60M18.0%
4–10$113.69M32.1%
11–25$135.45M38.3%
Rest$41.31M11.7%
Top 3 weight
18.0%
Top 10 weight
50.1%
Voting Authority Distribution
Total shares with voting rights: 4.26M
Sole
Full voting authority
4.26M
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)
Sole43
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings43
Rows:
AMAZON COM INC
SOLEShares123.88K
TypeSH
Market value$25.80M
7.29%
Sole
123.88K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE IN
SOLEShares121.50K
TypeSH
Market value$19.11M
5.40%
Sole
121.50K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares38.03K
TypeSH
Market value$18.69M
5.28%
Sole
38.03K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares268.66K
TypeSH
Market value$18.59M
5.25%
Sole
268.66K
Shared
0.00
None
0.00
TRADEWEB MKTS INC
SOLEShares152.13K
TypeSH
Market value$17.90M
5.06%
Sole
152.13K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares175.62K
TypeSH
Market value$17.40M
4.91%
Sole
175.62K
Shared
0.00
None
0.00
INTUIT
SOLEShares38.52K
TypeSH
Market value$16.66M
4.70%
Sole
38.52K
Shared
0.00
None
0.00
MSCI INC
SOLEShares29.43K
TypeSH
Market value$15.86M
4.48%
Sole
29.43K
Shared
0.00
None
0.00
QUANTA SVCS INC
SOLEShares24.92K
TypeSH
Market value$13.68M
3.86%
Sole
24.92K
Shared
0.00
None
0.00
AMRIZE LTD
SOLEShares242.83K
TypeSH
Market value$13.60M
3.84%
Sole
242.83K
Shared
0.00
None
0.00
VISA INC
SOLEShares43.87K
TypeSH
Market value$13.26M
3.75%
Sole
43.87K
Shared
0.00
None
0.00
SYNOPSYS INC
SOLEShares33.06K
TypeSH
Market value$13.11M
3.70%
Sole
33.06K
Shared
0.00
None
0.00
RB GLOBAL INC
SOLEShares132.15K
TypeSH
Market value$12.67M
3.58%
Sole
132.15K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares206.30K
TypeSH
Market value$11.76M
3.32%
Sole
206.30K
Shared
0.00
None
0.00
EDWARDS LIFESCIENCES CORP
SOLEShares144.92K
TypeSH
Market value$11.61M
3.28%
Sole
144.92K
Shared
0.00
None
0.00
MASIMO CORP
SOLEShares63.98K
TypeSH
Market value$11.38M
3.21%
Sole
63.98K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares36.47K
TypeSH
Market value$10.46M
2.96%
Sole
36.47K
Shared
0.00
None
0.00
DYCOM INDS INC
SOLEShares22.54K
TypeSH
Market value$7.64M
2.16%
Sole
22.54K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares32.13K
TypeSH
Market value$7.49M
2.12%
Sole
32.13K
Shared
0.00
None
0.00
QNITY ELECTRONICS INC
SOLEShares61.13K
TypeSH
Market value$7.05M
1.99%
Sole
61.13K
Shared
0.00
None
0.00
ALIBABA GROUP HLDG LTD
SOLEShares54.33K
TypeSH
Market value$6.82M
1.93%
Sole
54.33K
Shared
0.00
None
0.00
MARKETAXESS HLDGS INC
SOLEShares39.46K
TypeSH
Market value$6.51M
1.84%
Sole
39.46K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares66.08K
TypeSH
Market value$5.40M
1.53%
Sole
66.08K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares14.29K
TypeSH
Market value$5.29M
1.49%
Sole
14.29K
Shared
0.00
None
0.00
SITEONE LANDSCAPE SUPPLY INC
SOLEShares37.58K
TypeSH
Market value$5.00M
1.41%
Sole
37.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 123.88K | SH | $25.80M 7.29% | 123.88K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INSOLE | COM | 121.50K | SH | $19.11M 5.40% | 121.50K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 38.03K | SH | $18.69M 5.28% | 38.03K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 268.66K | SH | $18.59M 5.25% | 268.66K | 0.00 | 0.00 |
TRADEWEB MKTS INCSOLE | CL A | 152.13K | SH | $17.90M 5.06% | 152.13K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 175.62K | SH | $17.40M 4.91% | 175.62K | 0.00 | 0.00 |
INTUITSOLE | COM | 38.52K | SH | $16.66M 4.70% | 38.52K | 0.00 | 0.00 |
MSCI INCSOLE | COM | 29.43K | SH | $15.86M 4.48% | 29.43K | 0.00 | 0.00 |
QUANTA SVCS INCSOLE | COM | 24.92K | SH | $13.68M 3.86% | 24.92K | 0.00 | 0.00 |
AMRIZE LTDSOLE | SHS | 242.83K | SH | $13.60M 3.84% | 242.83K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 43.87K | SH | $13.26M 3.75% | 43.87K | 0.00 | 0.00 |
SYNOPSYS INCSOLE | COM | 33.06K | SH | $13.11M 3.70% | 33.06K | 0.00 | 0.00 |
RB GLOBAL INCSOLE | COM | 132.15K | SH | $12.67M 3.58% | 132.15K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 206.30K | SH | $11.76M 3.32% | 206.30K | 0.00 | 0.00 |
EDWARDS LIFESCIENCES CORPSOLE | COM | 144.92K | SH | $11.61M 3.28% | 144.92K | 0.00 | 0.00 |
MASIMO CORPSOLE | COM | 63.98K | SH | $11.38M 3.21% | 63.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 36.47K | SH | $10.46M 2.96% | 36.47K | 0.00 | 0.00 |
DYCOM INDS INCSOLE | COM | 22.54K | SH | $7.64M 2.16% | 22.54K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 32.13K | SH | $7.49M 2.12% | 32.13K | 0.00 | 0.00 |
QNITY ELECTRONICS INCSOLE | COMMON STOCK | 61.13K | SH | $7.05M 1.99% | 61.13K | 0.00 | 0.00 |
ALIBABA GROUP HLDG LTDSOLE | SPONSORED ADS | 54.33K | SH | $6.82M 1.93% | 54.33K | 0.00 | 0.00 |
MARKETAXESS HLDGS INCSOLE | COM | 39.46K | SH | $6.51M 1.84% | 39.46K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 66.08K | SH | $5.40M 1.53% | 66.08K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 14.29K | SH | $5.29M 1.49% | 14.29K | 0.00 | 0.00 |
SITEONE LANDSCAPE SUPPLY INCSOLE | COM | 37.58K | SH | $5.00M 1.41% | 37.58K | 0.00 | 0.00 |
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