Q2 2026 13F · SEC CIK 1914472

Wilson Asset Management (international) Pty Ltd

Asset managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $364.1M
Reported positions: 37
Top holdings a year, 3 yrs: +10.2%
Average holding period: 2.7 yrs

Wilson Asset Management (international) Pty Ltd is an asset manager that reported 37 positions worth $364.1M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Amazon Com Inc Com (AMZN, 8.9%), Amrize Ltd (AMRZ, 6.6%), Dycom Industries Inc (DY, 5.8%). A portfolio copying its top holdings returned 10.2% a year over the last 3 years, against 20.4% for the S&P 500.

Wilson Asset Management (international) Pty Ltd holdings all 37 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wilson Asset Management (international) Pty Ltd 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AMZNAmazon Com Inc Com	8.9%	7.3%	135,588	+9.5%	$32.3M
AMRZAmrize Ltd	6.6%	3.8%	453,631	+86.8%	$24.2M
DYDycom Industries Inc	5.8%	2.2%	41,537	+84.3%	$21.0M
TRUTransunion	5.3%	5.3%	268,657	+0.0%	$19.4M
TMOThermo Fisher Scientific Inc	5.2%	5.3%	38,032	+0.0%	$19.1M
SNPSSynopsys Inc	5.0%	3.7%	40,518	+22.5%	$18.1M
VVisa Inc Com Cl A	4.2%	3.7%	44,927	+2.4%	$15.4M
TWTradeweb Mkts Inc	4.2%	5.1%	153,794	+1.1%	$15.3M
ICEIntercontinental Exchange in	4.1%	5.4%	121,501	+0.0%	$15.0M
EWEdwards Lifesciences Corp	3.6%	3.3%	144,918	+0.0%	$13.1M
GOOGAlphabet Inc	3.5%	3.0%	36,474	+0.0%	$12.9M
MSCIMSCI Inc	3.5%	4.5%	22,985	-21.9%	$12.9M
RBARb Global Inc	3.5%	3.6%	108,382	-18.0%	$12.6M
FERGFerguson Enterprises Inc	3.4%	2.1%	51,678	+60.8%	$12.3M
APHAmphenol Corp	3.3%	New	68,076	—	$12.0M
TEXTerex Corp New	2.7%	New	134,779	—	$9.8M
PCORProcore Technologies Inc	2.4%	3.3%	216,971	+5.2%	$8.8M
PWRQuanta Svcs Inc Com	2.4%	3.9%	11,931	-52.1%	$8.6M
INTUIntuit	2.2%	4.7%	31,351	-18.6%	$8.2M
SITESiteone Landscape Supply Inc	2.1%	1.4%	65,546	+74.4%	$7.5M
QQnity Electronics Inc	1.7%	2.0%	36,923	-39.6%	$6.0M
ETNEaton Corp PLC	1.6%	New	13,500	—	$5.8M
GRABGrab Holdings Limited	1.6%	New	1,500,000	—	$5.7M
SAIASaia Inc	1.5%	0.7%	13,099	+82.9%	$5.5M
BABAAlibaba Group Hldg Ltd	1.5%	1.9%	55,631	+2.4%	$5.3M
MKTXMarketaxess Hldgs Inc	1.4%	1.8%	45,042	+14.1%	$5.1M
IMAXImax Corp	1.3%	0.4%	114,973	+187.4%	$4.6M
SOLSSolstice Advanced Matls Inc	1.2%	New	51,026	—	$4.5M
REZIResideo Technologies Inc	0.9%	New	111,273	—	$3.5M
PLOWDouglas Dynamics Inc	0.8%	0.5%	56,632	+49.0%	$3.1M
SKYChampion Homes Inc	0.8%	0.6%	33,442	+13.6%	$2.9M
GENIGenius Sports Ltd	0.8%	1.3%	458,376	-56.1%	$2.8M
LPXLouisiana-Pacific Corporation	0.8%	0.9%	34,837	-23.4%	$2.7M
RMIXSuncrete Inc	0.7%	New	115,000	—	$2.6M
FROGJfrog Ltd	0.7%	1.3%	27,648	-71.8%	$2.5M
NAVNNavan Inc	0.4%	New	70,000	—	$1.6M
WINGWingstop Inc	0.4%	New	9,064	—	$1.6M

What Wilson Asset Management (international) Pty Ltd bought and sold in Q2 2026, against Q1 2026.

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +5.8% /yr; S&P 500 +20.1%
3 years: +10.2% /yr; S&P 500 +20.4%
5 years: +10.1% /yr; S&P 500 +16.8%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$364.1M	37
Q1 2026	$354.0M	43
Q4 2025	$389.6M	42
Q3 2025	$404.2M	41
Q2 2025	$406.7M	32
Q1 2025	$374.1M	32
Q4 2024	$385.8M	29
Q3 2024	$412.4M	28
Q2 2024	$381.7M	26
Q1 2024	$387.3M	27
Q4 2023	$358.6M	24
Q3 2023	$348.5M	24

Questions about Wilson Asset Management (international) Pty Ltd's portfolio

What stocks does Wilson Asset Management (international) Pty Ltd own?

Wilson Asset Management (international) Pty Ltd's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 37 positions worth $364.1M. The largest are Amazon Com Inc Com (AMZN) at 8.9%, Amrize Ltd (AMRZ) at 6.6%, Dycom Industries Inc (DY) at 5.8%, Transunion (TRU) at 5.3% and Thermo Fisher Scientific Inc (TMO) at 5.2%.

What did Wilson Asset Management (international) Pty Ltd buy last quarter?

In Q2 2026, Wilson Asset Management (international) Pty Ltd added a new position in Amphenol Corp (APH), a new position in Terex Corp New (TEX), a new position in Eaton Corp PLC (ETN), a new position in Grab Holdings Limited (GRAB), a new position in Solstice Advanced Matls Inc (SOLS), Imax Corp (IMAX) (+187.4% shares), Amrize Ltd (AMRZ) (+86.8% shares) and Dycom Industries Inc (DY) (+84.3% shares), compared with its Q1 2026 filing.

What did Wilson Asset Management (international) Pty Ltd sell last quarter?

In Q2 2026, Wilson Asset Management (international) Pty Ltd sold all of Marvell Technology Inc (MRVL), sold all of Masimo Corp (MASI), sold all of Fortinet Inc (FTNT), sold all of Microsoft Corp (MSFT), sold all of Energy Transfer L P (ETPC), Jfrog Ltd (FROG) (-71.8% shares), Genius Sports Ltd (GENI) (-56.1% shares) and Quanta Svcs Inc Com (PWR) (-52.1% shares), compared with its Q1 2026 filing.

How has Wilson Asset Management (international) Pty Ltd's portfolio performed?

A portfolio copying Wilson Asset Management (international) Pty Ltd's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +5.8% against +20.1%. Over 5 years: +10.1% a year against +16.8%.

When is Wilson Asset Management (international) Pty Ltd's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wilson Asset Management (international) Pty Ltd's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.