WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WA WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | Institutional Filer | ▼ 9.13% | $354.0M | 43 |
Current Portfolio Holdings
Showing all 43 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 124K | $25.8M | 7.29% |
| 2 | ICE | Intercontinental Exchange, Inc. | Financial Services | 122K | $19.1M | 5.40% |
| 3 | TMO | Thermo Fisher Scientific Inc. | Healthcare | 38K | $18.7M | 5.28% |
| 4 | TRU | TransUnion | Industrials | 269K | $18.6M | 5.25% |
| 5 | TW | Tradeweb Markets Inc. | Financial Services | 152K | $17.9M | 5.06% |
| 6 | MRVL | Marvell Technology, Inc. | Technology | 176K | $17.4M | 4.91% |
| 7 | INTU | Intuit Inc. | Technology | 39K | $16.7M | 4.70% |
| 8 | MSCI | MSCI Inc. | Financial Services | 29K | $15.9M | 4.48% |
| 9 | PWR | Quanta Services, Inc. | Industrials | 25K | $13.7M | 3.86% |
| 10 | AMRZ | Amrize Ltd | Basic Materials | 243K | $13.6M | 3.84% |
| 11 | V | Visa Inc. | Financial Services | 44K | $13.3M | 3.75% |
| 12 | SNPS | Synopsys, Inc. | Technology | 33K | $13.1M | 3.70% |
| 13 | RBA | RB Global, Inc. | Industrials | 132K | $12.7M | 3.58% |
| 14 | PCOR | Procore Technologies, Inc. | Technology | 206K | $11.8M | 3.32% |
| 15 | EW | Edwards Lifesciences Corporation | Healthcare | 145K | $11.6M | 3.28% |
Showing 1 to 15 of 43 holdings