WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
Top Portfolio Positions
41 positions ·
$341,984,339 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
123,881 | $25,800,695 | 7.54% |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
121,501 | $19,109,677 | 5.59% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
38,032 | $18,693,868 | 5.47% |
| TRU |
TransUnion
Financial Services
|
268,657 | $18,588,377 | 5.44% |
| TW |
Tradeweb Markets Inc.
Financial Services
|
152,134 | $17,900,086 | 5.23% |
| MRVL |
Marvell Technology, Inc.
Technology
|
175,623 | $17,395,458 | 5.09% |
| INTU |
Intuit Inc.
Technology
|
38,525 | $16,657,439 | 4.87% |
| MSCI |
MSCI Inc.
Financial Services
|
29,432 | $15,864,142 | 4.64% |
| PWR |
Quanta Services, Inc.
Industrials
|
24,919 | $13,681,029 | 4.00% |
| AMRZ |
Amrize Ltd
Basic Materials
|
242,833 | $13,603,504 | 3.98% |
Portfolio Trend
Holdings in TW
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,900,086 | 152,134 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $15,924,630 | 148,081 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $16,434,029 | 148,081 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $21,019,965 | 143,579 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $19,750,376 | 133,035 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $17,416,942 | 133,035 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $16,452,438 | 133,035 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $17,960,004 | 169,434 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,649,939 | 169,434 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $16,916,130 | 186,137 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $14,928,187 | 186,137 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $10,229,884 | 149,385 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $11,368,765 | 143,872 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $7,379,943 | 113,660 | Shares | Sole | 2023-02-03 | |
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