WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
CIK 0001914472 · SYDNEY, C3 · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$364.1M
2026 Q2
Positions
37
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
53.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
AMZN
AMAZON COM INC
8.9%
AMRZ
AMRIZE LTD
6.6%
DY
DYCOM INDS INC
5.8%
TRU
TRANSUNION
5.3%
TMO
THERMO FISHER SCIENTIFIC INC
5.2%
SNPS
SYNOPSYS INC
5.0%
V
VISA INC
4.2%
TW
TRADEWEB MKTS INC
4.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.