WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD

SYDNEY, C3 · CIK 1914472 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityWILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD (AU)

Others nearbySydney

As an employer

In Australia

Financial services licences1
Income (ATO)A$104.9m

Entity	Role	Staff	Women	Resigned
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD Australian Private Company · Sydney	licenseeAFSL 247333

Sources: ASIC licence register, APRA, the Workplace Gender Equality Agency (employers with 100+ staff), ATO and the ABN register (Creative Commons Attribution).

$364.1m reported value +2.8% vs Q1 2026

37positions

53.0%in top 10

9 new 15 added 8 reduced 15 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMAZON COM INC COM AMZN	AMZN	135,588	$32.3m8.88%	8.88%	Added +11.7k	+11,707 9.4%
2	AMRIZE LTD SHS AMRZ	AMRZ	453,631	$24.2m6.64%	6.64%	Added +210.8k	+210,798 86.8%
3	DYCOM INDS INC COM DY	DY	41,537	$21.0m5.77%	5.77%	Added +19.0k	+19,000 84.3%
4	TRANSUNION COM TRU	TRU	268,657	$19.4m5.32%	5.32%	Unchanged
5	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	38,032	$19.1m5.24%	5.24%	Unchanged
6	SYNOPSYS INC COM SNPS	SNPS	40,518	$18.1m4.96%	4.96%	Added +7.5k	+7,454 22.5%
7	VISA INC COM CL A V	V	44,927	$15.4m4.23%	4.23%	Added +1.1k	+1,055 2.4%
8	TRADEWEB MKTS INC CL A TW	TW	153,794	$15.3m4.21%	4.21%	Added +1.7k	+1,660 1.1%
9	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	121,501	$15.0m4.11%	4.11%	Unchanged
10	EDWARDS LIFESCIENCES CORP COM EW	EW	144,918	$13.1m3.60%	3.60%	Unchanged
11	ALPHABET INC CAP STK CL C GOOG	GOOG	36,474	$12.9m3.54%	3.54%	Unchanged
12	MSCI INC COM MSCI	MSCI	22,985	$12.9m3.54%	3.54%	Reduced -6.4k	-6,447 -21.9%
13	RB GLOBAL INC COM RBA	RBA	108,382	$12.6m3.47%	3.47%	Reduced -23.8k	-23,765 -18.0%
14	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	51,678	$12.3m3.37%	3.37%	Added +19.5k	+19,548 60.8%
15	AMPHENOL CORP CL A APH	APH	68,076	$12.0m3.30%	3.30%	New
16	TEREX CORP NEW COM TEX	TEX	134,779	$9.8m2.68%	2.68%	New
17	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	216,971	$8.8m2.42%	2.42%	Added +10.7k	+10,671 5.2%
18	QUANTA SVCS INC COM PWR	PWR	11,931	$8.6m2.36%	2.36%	Reduced -13.0k	-12,988 -52.1%
19	INTUIT COM INTU	INTU	31,351	$8.2m2.25%	2.25%	Reduced -7.2k	-7,174 -18.6%
20	SITEONE LANDSCAPE SUPPLY INC COM SITE	SITE	65,546	$7.5m2.06%	2.06%	Added +28.0k	+27,963 74.4%
21	QNITY ELECTRONICS INC COMMON STOCK Q	Q	36,923	$6.0m1.66%	1.66%	Reduced -24.2k	-24,207 -39.6%
22	EATON CORP PLC SHS ETN	ETN	13,500	$5.8m1.58%	1.58%	New
23	GRAB HOLDINGS LIMITED CLASS A ORD GRAB	GRAB	1,500,000	$5.7m1.55%	1.55%	New
24	SAIA INC COM SAIA	SAIA	13,099	$5.5m1.52%	1.52%	Added +5.9k	+5,937 82.9%
25	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	55,631	$5.3m1.47%	1.47%	Added +1.3k	+1,301 2.4%
26	MARKETAXESS HLDGS INC COM MKTX	MKTX	45,042	$5.1m1.40%	1.40%	Added +5.6k	+5,581 14.1%
27	IMAX CORP COM IMAX	IMAX	114,973	$4.6m1.26%	1.26%	Added +75.0k	+74,973 187.4%
28	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	51,026	$4.5m1.24%	1.24%	New
29	RESIDEO TECHNOLOGIES INC COM REZI	REZI	111,273	$3.5m0.95%	0.95%	New
30	DOUGLAS DYNAMICS INC COM PLOW	PLOW	56,632	$3.1m0.84%	0.84%	Added +18.6k	+18,632 49.0%
31	CHAMPION HOMES INC COM SKY	SKY	33,442	$2.9m0.81%	0.81%	Added +4.0k	+4,000 13.6%
32	GENIUS SPORTS LIMITED SHARES CL A GENI	GENI	458,376	$2.8m0.76%	0.76%	Reduced -585.5k	-585,472 -56.1%
33	LOUISIANA PAC CORP COM LPX	LPX	34,837	$2.7m0.75%	0.75%	Reduced -10.7k	-10,670 -23.4%
34	SUNCRETE INC COM SHS CL A RMIX	RMIX	115,000	$2.6m0.71%	0.71%	New
35	JFROG LTD ORD SHS FROG	FROG	27,648	$2.5m0.69%	0.69%	Reduced -70.3k	-70,281 -71.8%
36	NAVAN INC CL A NAVN	NAVN	70,000	$1.6m0.44%	0.44%	New
37	WINGSTOP INC COM WING	WING	9,064	$1.6m0.43%	0.43%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
MARVELL TECHNOLOGY INC MRVL	MRVL	175,623	$17.4m175.6k shares
MASIMO CORP MASI	MASI	63,984	$11.4m64.0k shares
FORTINET INC FTNT	FTNT	66,082	$5.4m66.1k shares
MICROSOFT CORP MSFT	MSFT	14,287	$5.3m14.3k shares
ENERGY TRANSFER L P ET	ET	251,922	$4.9m251.9k shares
BROWN & BROWN INC BRO	BRO	54,440	$3.6m54.4k shares
PEGASYSTEMS INC PEGA	PEGA	67,404	$2.9m67.4k shares
LIFE360 INC LIF	LIF	50,000	$2.0m50.0k shares
FLOOR & DECOR HLDGS INC FND	FND	40,000	$2.0m40.0k shares
MALIBU BOATS INC MBUU	MBUU	56,976	$1.5m57.0k shares
GAP INC GAP	GAP	54,261	$1.3m54.3k shares
THE TRADE DESK INC TTD	TTD	38,064	$863.7k38.1k shares
SHAKE SHACK INC SHAK	SHAK	8,500	$752.0k8.5k shares
AMPLITUDE INC AMPL	AMPL	99,053	$675.5k99.1k shares
ZETA GLOBAL HOLDINGS CORP ZETA	ZETA	32,434	$516.3k32.4k shares