§ 13F · FUND PROFILE
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD.
AUM · $364M (13F)Positions · 37Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$47M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 136K | $32M | 8.9% | +9% |
| 2 | AMRZ | AMRIZE LTD | 454K | $24M | 6.6% | +87% |
| 3 | DY | DYCOM INDS INC | 42K | $21M | 5.8% | +84% |
| 4 | TRU | TRANSUNION | 269K | $19M | 5.3% | ±0% |
| 5 | TMO | THERMO FISHER SCIENTIFIC INC | 38K | $19M | 5.2% | ±0% |
| 6 | SNPS | SYNOPSYS INC | 41K | $18M | 5.0% | +23% |
| 7 | V | VISA INC | 45K | $15M | 4.2% | +2% |
| 8 | TW | TRADEWEB MKTS INC | 154K | $15M | 4.2% | +1% |
| 9 | ICE | INTERCONTINENTAL EXCHANGE IN | 122K | $15M | 4.1% | ±0% |
| 10 | EW | EDWARDS LIFESCIENCES CORP | 145K | $13M | 3.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILSON SIGNAL
AC read
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD is a Other fund managing $364 million in assets. The fund runs a portfolio of 37 positions.
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