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 $350.42 million in total holdings as of September 30, 2026.Wilson Asset Management (International) Pty Ltd owns shares of 39 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 26.99% of the portfolio was purchased this quarter.About 22.86% of the portfolio was sold this quarter.This quarter, Wilson Asset Management (International) Pty Ltd has purchased 37 new stocks and bought additional shares in 17 stocks.Wilson Asset Management (International) Pty Ltd sold shares of 10 stocks and completely divested from 8 stocks this quarter.Largest Holdings Amazon.com $33,797,447Thermo Fisher Scientific $23,462,038Synopsys $22,501,621Meta Platforms $21,181,783Tradeweb Markets $16,525,760 Largest New Holdings this Quarter 30303M102 - Meta Platforms $21,181,783 Holding67066G104 - NVIDIA $7,935,977 Holding92537N108 - Vertiv $7,540,938 Holding11135F101 - Broadcom $7,374,990 Holding19247G107 - Coherent $4,300,169 Holding Largest Purchases this Quarter Meta Platforms 29,209 shares (about $21.18M)NVIDIA 34,749 shares (about $7.94M)Vertiv 31,250 shares (about $7.54M)Broadcom 21,000 shares (about $7.37M)QNITY ELECTRONICS INC 42,400 shares (about $5.33M) Largest Sales this Quarter Intercontinental Exchange 51,860 shares (about $7.88M)TransUnion 117,369 shares (about $7.17M)Procore Technologies 125,000 shares (about $6.46M)Visa 15,641 shares (about $5.62M)MSCI 4,983 shares (about $2.68M) 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$33,797,447$15,696 ▲0.0%135,6519.6%Consumer DiscretionaryTMOThermo Fisher Scientific$23,462,038$2,211,464 ▼-8.6%34,7566.7%HealthcareSNPSSynopsys$22,501,621$4,878,722 ▲27.7%51,7356.4%TechnologyMETAMeta Platforms$21,181,783$21,181,783 ▲New Holding29,2096.0%Communication ServicesTWTradeweb Markets$16,525,760$1,017,173 ▲6.6%163,8814.7%FinanceAMRIZE LTD$16,430,923$530,340 ▼-3.1%439,4474.7%SHSDYDycom Industries$12,783,453$1,606,677 ▲14.4%47,5083.6%IndustrialsFERGUSON ENTERPRISES INC$11,504,5560.0%51,6783.3%COMMON STOCK NEWAPHAmphenol$10,953,521$5,214,714 ▲90.9%129,9353.1%TechnologyICEIntercontinental Exchange$10,587,521$7,884,276 ▼-42.7%69,6413.0%FinanceVVisa$10,523,338$5,620,280 ▼-34.8%29,2863.0%FinanceEWEdwards Lifesciences$10,490,729$2,018,593 ▼-16.1%121,5333.0%HealthcareQNITY ELECTRONICS INC$9,974,074$5,331,376 ▲114.8%79,3232.8%COMMON STOCKMSCIMSCI$9,696,957$2,684,143 ▼-21.7%18,0022.8%FinanceETNEaton$9,346,193$3,545,108 ▲61.1%21,7502.7%IndustrialsTRUTransUnion$9,246,723$7,173,594 ▼-43.7%151,2882.6%IndustrialsINTUIntuit$8,643,7840.0%31,3512.5%TechnologySAIASaia$8,343,500$3,971,840 ▲90.9%25,0002.4%IndustrialsTEXTerex$8,021,500$932,125 ▲13.1%152,5002.3%IndustrialsNVDANVIDIA$7,935,977$7,935,977 ▲New Holding34,7492.3%TechnologyVRTVertiv$7,540,938$7,540,938 ▲New Holding31,2502.2%IndustrialsRBARB Global$7,426,756$1,394,455 ▼-15.8%91,2492.1%IndustrialsAVGOBroadcom$7,374,990$7,374,990 ▲New Holding21,0002.1%TechnologySOLSTICE ADVANCED MATLS INC$6,744,996$3,871,212 ▲134.7%119,7621.9%COM SHSBABAAlibaba Group$6,045,899$63,341 ▲1.1%56,2201.7%Consumer DiscretionarySITESiteOne Landscape Supply$5,779,840$139,619 ▼-2.4%64,0001.6%IndustrialsPCORProcore Technologies$4,756,740$6,465,000 ▼-57.6%91,9711.4%TechnologyCOHRCoherent$4,300,169$4,300,169 ▲New Holding14,9411.2%TechnologyGENIGenius Sports$3,648,113$1,021,619 ▲38.9%636,6691.0%Consumer DiscretionaryLPXLouisiana-Pacific$3,421,150$1,172,422 ▲52.1%53,0001.0%MaterialsSKYChampion Homes$3,237,489$371,510 ▲13.0%37,7770.9%Consumer DiscretionaryNAVAN INC$3,148,500$1,679,200 ▲114.3%150,0000.9%CL AHRIHerc$2,932,800$2,932,800 ▲New Holding23,5000.8%IndustrialsLEGENCE CORP$2,476,473$2,476,473 ▲New Holding46,1340.7%CL AREZIResideo Technologies$2,079,228$59,623 ▲3.0%114,5580.6%IndustrialsSUNCRETE INC$2,059,200$579,150 ▲39.1%160,0000.6%COM SHS CL AATLAS ENERGY SOLUTIONS INC$2,041,700$2,041,700 ▲New Holding170,0000.6%COM NEWHBMHudBay Minerals$2,001,000$2,001,000 ▲New Holding75,0000.6%MaterialsVPGVishay Precision Group$1,454,800$1,454,800 ▲New Holding20,0000.4%TechnologyGOOGAlphabet$0$12,887,358 ▼-100.0%00.0%Communication ServicesPWRQuanta Services$0$8,590,797 ▼-100.0%00.0%IndustrialsGRABGrab$0$5,655,000 ▼-100.0%00.0%IndustrialsMKTXMarketAxess$0$5,111,817 ▼-100.0%00.0%FinanceIMAXIMAX$0$4,582,824 ▼-100.0%00.0%Communication ServicesPLOWDouglas Dynamics$0$3,055,296 ▼-100.0%00.0%IndustrialsFROGJFrog$0$2,512,650 ▼-100.0%00.0%TechnologyWINGWingstop$0$1,571,788 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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