Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD (CIK 1914472) reported $354.0M across 42 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AMZN ($25.8M, 7.29%), ICE ($19.1M, 5.40%), TMO ($18.7M, 5.28%), TRU ($18.6M, 5.25%), TW ($17.9M, 5.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | $25.8M | 7.29% | 123,881 | Added |
| 2 | ICE | INTERCONTINENTAL EXCHANGE IN | $19.1M | 5.40% | 121,501 | Trimmed |
| 3 | TMO | THERMO FISHER SCIENTIFIC INC | $18.7M | 5.28% | 38,032 | Added |
| 4 | TRU | TRANSUNION | $18.6M | 5.25% | 268,657 | Added |
| 5 | TW | TRADEWEB MKTS INC | $17.9M | 5.06% | 152,134 | Added |
| 6 | MRVL | MARVELL TECHNOLOGY INC | $17.4M | 4.91% | 175,623 | Added |
| 7 | INTU | INTUIT | $16.7M | 4.70% | 38,525 | Trimmed |
| 8 | MSCI | MSCI INC | $15.9M | 4.48% | 29,432 | Trimmed |
| 9 | PWR | QUANTA SVCS INC | $13.7M | 3.86% | 24,919 | Trimmed |
| 10 | AMRZ | AMRIZE LTD | $13.6M | 3.84% | 242,833 | Trimmed |
| 11 | V | VISA INC | $13.3M | 3.75% | 43,872 | Trimmed |
| 12 | SNPS | SYNOPSYS INC | $13.1M | 3.70% | 33,064 | Added |
| 13 | RBA | RB GLOBAL INC | $12.7M | 3.58% | 132,147 | Trimmed |
| 14 | PCOR | PROCORE TECHNOLOGIES INC | $11.8M | 3.32% | 206,300 | Added |
| 15 | EW | EDWARDS LIFESCIENCES CORP | $11.6M | 3.28% | 144,918 | Hold |
| 16 | MASI | MASIMO CORP | $11.4M | 3.21% | 63,984 | Added |
| 17 | GOOG | ALPHABET INC | $10.5M | 2.96% | 36,474 | Trimmed |
| 18 | DY | DYCOM INDS INC | $7.6M | 2.16% | 22,537 | Added |
| 19 | FERG | FERGUSON ENTERPRISES INC | $7.5M | 2.12% | 32,130 | New |
| 20 | QNITY ELECTRONICS INC | $7.1M | 1.99% | 61,130 | New | |
| 21 | BABA | ALIBABA GROUP HLDG LTD | $6.8M | 1.93% | 54,330 | Trimmed |
| 22 | MKTX | MARKETAXESS HLDGS INC | $6.5M | 1.84% | 39,461 | Hold |
| 23 | FTNT | FORTINET INC | $5.4M | 1.53% | 66,082 | Added |
| 24 | MSFT | MICROSOFT CORP | $5.3M | 1.49% | 14,287 | Added |
| 25 | SITE | SITEONE LANDSCAPE SUPPLY INC | $5.0M | 1.41% | 37,583 | Added |
Source: SEC Form 13F filings · as of 2026-03-31