WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD — 13F holdings

WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD reported 37 holdings worth $364M in its 13F filing for Q2 2026, filed August 5, 2026.

Largest positions

1. AMZN AMAZON COM INC — $32.3M (8.9%)
2. AMRZ Amrize Ltd — $24.2M (6.6%)
3. DY DYCOM INDS INC — $21.0M (5.8%)
4. TRU TRANSUNION — $19.4M (5.3%)
5. TMO THERMO FISHER SCIENTIFIC INC — $19.1M (5.2%)
6. SNPS Synopsys Inc — $18.1M (5.0%)
7. V Visa Inc — $15.4M (4.2%)
8. TW TRADEWEB MKTS INC — $15.3M (4.2%)
9. ICE INTERCONTINENTAL EXCHANGE IN — $15.0M (4.1%)
10. EW EDWARDS LIFESCIENCES CORP — $13.1M (3.6%)