Institutional Fund
Wilson Asset Management (International) Pty Ltd
Sydney, AustraliaCIK 19144725 filings on record
Portfolio Value
$354.05M
Q1 2026
Holdings
43
Reported positions
New Buys
6
Opened this quarter
QoQ Change
-9.1%
from $389.64M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Amazon Com Inc7.3%
- Intercontinental Exchange In5.4%
- Thermo Fisher Scientific Inc5.3%
- Transunion5.3%
- Tradeweb Mkts Inc5.1%
- Marvell Technology Inc4.9%
- Other66.8%
Portfolio Holdings
43 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Amazon Com Inc | 123.9K | $25.80M | 7.3% | +81.3K | Added |
| 2 | Intercontinental Exchange In | 121.5K | $19.11M | 5.4% | −2.9K | Reduced |
| 3 | Thermo Fisher Scientific Inc | 38.0K | $18.69M | 5.3% | +4.8K | Added |
| 4 | Transunion | 268.7K | $18.59M | 5.3% | +38.8K | Added |
| 5 | Tradeweb Mkts Inc | 152.1K | $17.90M | 5.1% | +4.1K | Added |
| 6 | Marvell Technology Inc | 175.6K | $17.40M | 4.9% | +41.0K | Added |
| 7 | Intuit | 38.5K | $16.66M | 4.7% | −1.9K | Reduced |
| 8 | Msci Inc | 29.4K | $15.86M | 4.5% | −5.4K | Reduced |
| 9 | Quanta Svcs Inc | 24.9K | $13.68M | 3.9% | −30.3K | Reduced |
| 10 | Amrize Ltd | 242.8K | $13.60M | 3.8% | −4.6K | Reduced |
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