StockDriftsStockDriftsTop 36 Wilson Asset Management (international) Pty LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 8.88% | 135.6K | $32.3M | +9.45%(+11.71K) | $215.32(+27.69%) | 2026-06-30 | |
| AMRZ | AMRIZE LTD | 6.64% | 453.6K | $24.2M | +86.81%(+210.80K) | $51.23(-8.13%) | 2026-06-30 | |
| DY | DYCOM INDS INC | 5.77% | 41.5K | $21.0M | +84.31%(+19.00K) | $371.79(+10.40%) | 2026-06-30 | |
| TRU | TRANSUNION | 5.32% | 268.7K | $19.4M | +0.00%(+0) | $97.43(-19.06%) | 2026-06-30 | |
| TMO | THERMO FISHER SCIENTIFIC INC | 5.24% | 38.0K | $19.1M | +0.00%(+0) | $544.10(+10.26%) | 2026-06-30 | |
| SNPS | SYNOPSYS INC | 4.96% | 40.5K | $18.1M | +22.54%(+7.45K) | $446.87(-9.37%) | 2026-06-30 | |
| V | VISA INC | 4.23% | 44.9K | $15.4M | +2.40%(+1.05K) | $221.64(+63.07%) | 2026-06-30 | |
| TW | TRADEWEB MKTS INC | 4.21% | 153.8K | $15.3M | +1.09%(+1.66K) | $74.69(+39.25%) | 2026-06-30 | |
| ICE | INTERCONTINENTAL EXCHANGE IN | 4.11% | 121.5K | $15.0M | +0.00%(+0) | $126.79(+18.68%) | 2026-06-30 | |
| EW | EDWARDS LIFESCIENCES CORP | 3.6% | 144.9K | $13.1M | +0.00%(+0) | $79.26(+18.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.52% | +46.31% | — | — | +41.10% |
| Top 20 Holdings Unweighted | +12.98% | +44.22% | — | — | +41.94% |
Wilson Asset Management (international) Pty LTD reports $364.08M in US-listed equity holdings across 37 positions in its most recent 13F filing. Its largest disclosed positions are AMZN (8.9%), AMRZ (6.6%) and DY (5.8%). The top 20 holdings account for 81.95% of reported assets. Its disclosed equity book has returned +46.31% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Wilson Asset Management (international) Pty LTD, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Wilson Asset Management (international) Pty LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1914472). View Wilson Asset Management (international) Pty LTD’s 13F filings on SEC