WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
Q3 2026 13F filing
Updated 10 days ago39 disclosed positions worth $350.4M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A AMAZON COM INC | $33.8M | 135.7K | 9.64% | Added(+0.1%) |
| 2 | T THERMO FISHER SCIENTIFIC INC | $23.5M | 34.8K | 6.70% | Trimmed(-8.6%) |
| 3 | S SYNOPSYS INC | $22.5M | 51.7K | 6.42% | Added(+27.7%) |
| 4 | M META PLATFORMS INC | $21.2M | 29.2K | 6.04% | — |
| 5 | T TRADEWEB MKTS INC | $16.5M | 163.9K | 4.72% | Added(+6.6%) |
| 6 | A AMRIZE LTD | $16.4M | 439.4K | 4.69% | Trimmed(-3.1%) |
| 7 | D DYCOM INDS INC | $12.8M | 47.5K | 3.65% | Added(+14.4%) |
| 8 | F FERGUSON ENTERPRISES INC | $11.5M | 51.7K | 3.28% | Unchanged |
| 9 | A AMPHENOL CORP | $11M | 129.9K | 3.13% | Added(+90.9%) |
| 10 | I INTERCONTINENTAL EXCHANGE IN | $10.6M | 69.6K | 3.02% | Trimmed(-42.7%) |
| 11 | V VISA INC | $10.5M | 29.3K | 3.00% | Trimmed(-34.8%) |
| 12 | E EDWARDS LIFESCIENCES CORP | $10.5M | 121.5K | 2.99% | Trimmed(-16.1%) |
| 13 | Q QNITY ELECTRONICS INC | $10M | 79.3K | 2.85% | Added(+114.8%) |
| 14 | M MSCI INC | $9.7M | 18.0K | 2.77% | Trimmed(-21.7%) |
| 15 | E EATON CORP PLC | $9.3M | 21.8K | 2.67% | Added(+61.1%) |
| 16 | T TRANSUNION | $9.2M | 151.3K | 2.64% | Trimmed(-43.7%) |
| 17 | I INTUIT | $8.6M | 31.4K | 2.47% | Unchanged |
| 18 | S SAIA INC | $8.3M | 25.0K | 2.38% | Added(+90.8%) |
| 19 | T TEREX CORP NEW | $8M | 152.5K | 2.29% | Added(+13.2%) |
| 20 | N NVIDIA CORPORATION | $7.9M | 34.7K | 2.26% | — |
| 21 | V VERTIV HOLDINGS CO | $7.5M | 31.3K | 2.15% | — |
| 22 | R RB GLOBAL INC | $7.4M | 91.2K | 2.12% | Trimmed(-15.8%) |
| 23 | A BROADCOM INC | $7.4M | 21.0K | 2.10% | — |
| 24 | S SOLSTICE ADVANCED MATLS INC | $6.7M | 119.8K | 1.92% | Added(+134.7%) |
| 25 | B ALIBABA GROUP HLDG LTD | $6M | 56.2K | 1.73% | Added(+1.1%) |
| 26 | S SITEONE LANDSCAPE SUPPLY INC | $5.8M | 64.0K | 1.65% | Trimmed(-2.4%) |
| 27 | P PROCORE TECHNOLOGIES INC | $4.8M | 92.0K | 1.36% | Trimmed(-57.6%) |
| 28 | C COHERENT CORP | $4.3M | 14.9K | 1.23% | — |
| 29 | G GENIUS SPORTS LIMITED | $3.6M | 636.7K | 1.04% | Added(+38.9%) |
| 30 | L LOUISIANA PAC CORP | $3.4M | 53.0K | 0.98% | Added(+52.1%) |
| 31 | S CHAMPION HOMES INC | $3.2M | 37.8K | 0.92% | Added(+13.0%) |
| 32 | N NAVAN INC | $3.1M | 150.0K | 0.90% | Added(+114.3%) |
| 33 | H HERC HLDGS INC | $2.9M | 23.5K | 0.84% | — |
| 34 | L LEGENCE CORP | $2.5M | 46.1K | 0.71% | — |
| 35 | R RESIDEO TECHNOLOGIES INC | $2.1M | 114.6K | 0.59% | Added(+3.0%) |
| 36 | ? N/A SUNCRETE INC | $2.1M | 160.0K | 0.59% | Added(+39.1%) |
| 37 | A ATLAS ENERGY SOLUTIONS INC | $2M | 170.0K | 0.58% | — |
| 38 | H HUDBAY MINERALS INC | $2M | 75.0K | 0.57% | — |
| 39 | V VISHAY PRECISION GROUP INC | $1.5M | 20.0K | 0.42% | — |