StockDriftsStockDriftsTop 43 Wilson Asset Management (International) Pty Ltd Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 7.29% | 123.9K | $25.8M | +191.26%(+81.35K) | $214.91(+12.92%) | 2026-03-31 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 5.4% | 121.5K | $19.1M | -2.37%(-2.94K) | $126.79(+4.89%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 5.28% | 38.0K | $18.7M | +14.31%(+4.76K) | $544.10(-3.80%) | 2026-03-31 | |
| TRU | TRANSUNION | 5.25% | 268.7K | $18.6M | +16.87%(+38.78K) | $97.43(-19.63%) | 2026-03-31 | |
| TW | TRADEWEB MKTS INC | 5.06% | 152.1K | $17.9M | +2.74%(+4.05K) | $74.33(+38.29%) | 2026-03-31 | |
| MRVL | MARVELL TECHNOLOGY INC | 4.91% | 175.6K | $17.4M | +30.44%(+40.98K) | $83.86(+192.50%) | 2026-03-31 | |
| INTU | INTUIT | 4.7% | 38.5K | $16.7M | -4.65%(-1.88K) | $524.62(-47.51%) | 2026-03-31 | |
| MSCI | MSCI INC | 4.48% | 29.4K | $15.9M | -15.47%(-5.39K) | $526.58(+14.53%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC | 3.86% | 24.9K | $13.7M | -54.88%(-30.32K) | $132.39(+404.80%) | 2026-03-31 | |
| AMRZ | AMRIZE LTD | 3.84% | 242.8K | $13.6M | -1.88%(-4.64K) | $49.21(+8.99%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.67% | +35.53% |
| Top 20 Holdings Unweighted | +10.33% | +34.31% |
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