Wilson Asset Management (International) Pty Ltd Top Holdings and 13F Report (2026) About Wilson Asset Management (International) Pty LtdInvestment ActivityWilson Asset Management (International) Pty Ltd has $364.08 million in total holdings as of June 30, 2026.Wilson Asset Management (International) Pty Ltd owns shares of 37 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 24.79% of the portfolio was purchased this quarter.About 25.47% of the portfolio was sold this quarter.This quarter, Wilson Asset Management (International) Pty Ltd has purchased 43 new stocks and bought additional shares in 15 stocks.Wilson Asset Management (International) Pty Ltd sold shares of 8 stocks and completely divested from 15 stocks this quarter.Largest Holdings Amazon.com $32,316,044AMRIZE LTD $24,178,532Dycom Industries $21,000,692TransUnion $19,380,916Thermo Fisher Scientific $19,067,724 Largest New Holdings this Quarter 032095101 - Amphenol $12,003,160 Holding880779103 - Terex $9,756,652 HoldingG29183103 - Eaton $5,752,620 HoldingG4124C109 - Grab $5,655,000 Holding83443Q103 - SOLSTICE ADVANCED MATLS INC $4,520,904 Holding Largest Purchases this Quarter Amphenol 68,076 shares (about $12.00M)AMRIZE LTD 210,798 shares (about $11.24M)Terex 134,779 shares (about $9.76M)Dycom Industries 19,000 shares (about $9.61M)Eaton 13,500 shares (about $5.75M) Largest Sales this Quarter Quanta Services 12,988 shares (about $9.35M)JFrog 70,281 shares (about $6.39M)QNITY ELECTRONICS INC 24,207 shares (about $3.95M)MSCI 6,447 shares (about $3.61M)Genius Sports 585,472 shares (about $3.55M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilson Asset Management (International) Pty Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$32,316,044$2,790,246 â–²9.5%135,5888.9%Consumer DiscretionaryAMRIZE LTD$24,178,532$11,235,533 â–²86.8%453,6316.6%SHSDYDycom Industries$21,000,692$9,606,210 â–²84.3%41,5375.8%IndustrialsTRUTransUnion$19,380,9160.0%268,6575.3%IndustrialsTMOThermo Fisher Scientific$19,067,7240.0%38,0325.2%HealthcareSNPSSynopsys$18,073,864$3,325,006 â–²22.5%40,5185.0%TechnologyVVisa$15,414,004$361,960 â–²2.4%44,9274.2%FinanceTWTradeweb Markets$15,327,110$165,436 â–²1.1%153,7944.2%FinanceICEIntercontinental Exchange$14,957,9880.0%121,5014.1%FinanceEWEdwards Lifesciences$13,109,2820.0%144,9183.6%HealthcareGOOGAlphabet$12,887,3580.0%36,4743.5%Communication ServicesMSCIMSCI$12,872,519$3,610,578 â–¼-21.9%22,9853.5%FinanceRBARB Global$12,621,084$2,767,434 â–¼-18.0%108,3823.5%IndustrialsFERGUSON ENTERPRISES INC$12,264,740$4,639,327 â–²60.8%51,6783.4%COMMON STOCK NEWAPHAmphenol$12,003,160$12,003,160 â–²New Holding68,0763.3%TechnologyTEXTerex$9,756,652$9,756,652 â–²New Holding134,7792.7%IndustrialsPCORProcore Technologies$8,813,362$433,456 â–²5.2%216,9712.4%TechnologyPWRQuanta Services$8,590,797$9,351,879 â–¼-52.1%11,9312.4%IndustrialsINTUIntuit$8,182,611$1,872,414 â–¼-18.6%31,3512.2%TechnologySITESiteOne Landscape Supply$7,499,118$3,199,247 â–²74.4%65,5462.1%IndustrialsQNITY ELECTRONICS INC$6,029,895$3,953,245 â–¼-39.6%36,9231.7%COMMON STOCKETNEaton$5,752,620$5,752,620 â–²New Holding13,5001.6%IndustrialsGRABGrab$5,655,000$5,655,000 â–²New Holding1,500,0001.6%IndustrialsSAIASaia$5,516,775$2,500,427 â–²82.9%13,0991.5%IndustrialsBABAAlibaba Group$5,339,463$124,870 â–²2.4%55,6311.5%Consumer DiscretionaryMKTXMarketAxess$5,111,817$633,388 â–²14.1%45,0421.4%FinanceIMAXIMAX$4,582,824$2,988,424 â–²187.4%114,9731.3%Communication ServicesSOLSTICE ADVANCED MATLS INC$4,520,904$4,520,904 â–²New Holding51,0261.2%COM SHSREZIResideo Technologies$3,460,590$3,460,590 â–²New Holding111,2731.0%IndustrialsPLOWDouglas Dynamics$3,055,296$1,005,196 â–²49.0%56,6320.8%IndustrialsSKYChampion Homes$2,946,909$352,480 â–²13.6%33,4420.8%Consumer DiscretionaryGENIGenius Sports$2,777,759$3,547,961 â–¼-56.1%458,3760.8%Consumer DiscretionaryLPXLouisiana-Pacific$2,740,278$839,302 â–¼-23.4%34,8370.8%MaterialsSUNCRETE INC$2,590,950$2,590,950 â–²New Holding115,0000.7%COM SHS CL AFROGJFrog$2,512,650$6,387,137 â–¼-71.8%27,6480.7%TechnologyNAVAN INC$1,600,900$1,600,900 â–²New Holding70,0000.4%CL AWINGWingstop$1,571,788$1,571,788 â–²New Holding9,0640.4%Consumer DiscretionaryMRVLMarvell Technology$0$17,395,458 â–¼-100.0%00.0%TechnologyMASIMasimo$0$11,380,834 â–¼-100.0%00.0%HealthcareFTNTFortinet$0$5,400,221 â–¼-100.0%00.0%TechnologyMSFTMicrosoft$0$5,288,619 â–¼-100.0%00.0%TechnologyETEnergy Transfer$0$4,862,095 â–¼-100.0%00.0%EnergyBROBrown & Brown$0$3,550,032 â–¼-100.0%00.0%FinancePEGAPegasystems$0$2,868,714 â–¼-100.0%00.0%TechnologyLIFE360 INC$0$2,041,000 â–¼-100.0%00.0%COMFNDFloor & Decor$0$2,032,000 â–¼-100.0%00.0%Consumer DiscretionaryMBUUMalibu Boats$0$1,476,818 â–¼-100.0%00.0%Consumer DiscretionaryGAP INC$0$1,313,116 â–¼-100.0%00.0%COMTTDTrade Desk$0$863,672 â–¼-100.0%00.0%Communication ServicesSHAKShake Shack$0$751,995 â–¼-100.0%00.0%Consumer DiscretionaryAMPLAmplitude$0$675,541 â–¼-100.0%00.0%TechnologyZETA GLOBAL HOLDINGS CORP$0$516,349 â–¼-100.0%00.0%CL AShowing largest 100 holdings. 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