WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
Top Portfolio Positions
42 positions ·
$343,583,759 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
123,881 | $25,800,695 | 7.51% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
121,501 | $19,109,677 | 5.56% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
38,032 | $18,693,868 | 5.44% | |
| TRU |
TransUnion
Financial Services
|
268,657 | $18,588,377 | 5.41% | |
| TW |
Tradeweb Markets Inc.
Financial Services
|
152,134 | $17,900,086 | 5.21% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
175,623 | $17,395,458 | 5.06% | |
| INTU |
Intuit Inc.
Technology
|
38,525 | $16,657,439 | 4.85% | |
| MSCI |
MSCI Inc.
Financial Services
|
29,432 | $15,864,142 | 4.62% | |
| PWR |
Quanta Services, Inc.
Industrials
|
24,919 | $13,681,029 | 3.98% | |
| AMRZ |
Amrize Ltd
Basic Materials
|
242,833 | $13,603,504 | 3.96% |
Portfolio Trend
17 quarters · across all stocks
Holdings in PCOR
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,759,100 | 206,300 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,268,544 | 99,925 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,630,154 | 118,351 | Shares | Sole | 2025-11-06 | |
| No 13F history on record for this holder in this stock. | ||||||