WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD: 13F holdings
CIK 19144722026Q2
| Positions | 37 |
|---|
| Reported value | $364.1m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 37 (-6 vs prior quarter) |
|---|
| Reported value | $364.1m (+2.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AMZN AMAZON COM INC | 135,588 | $32.3m | 8.9% |
| AMRIZE LTD | 453,631 | $24.2m | 6.6% |
| DY DYCOM INDS INC | 41,537 | $21.0m | 5.8% |
| TRU TRANSUNION | 268,657 | $19.4m | 5.3% |
| TMO THERMO FISHER SCIENTIFIC INC | 38,032 | $19.1m | 5.2% |
| SNPS SYNOPSYS INC | 40,518 | $18.1m | 5.0% |
| V VISA INC | 44,927 | $15.4m | 4.2% |
| TW TRADEWEB MKTS INC | 153,794 | $15.3m | 4.2% |
| ICE INTERCONTINENTAL EXCHANGE IN | 121,501 | $15.0m | 4.1% |
| EW EDWARDS LIFESCIENCES CORP | 144,918 | $13.1m | 3.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1914472")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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