WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| AMAZON COM INC | 42,533 | 123,881 | +81,348 | 9,817,467 | 25,800,696 | +15,983,229 |
| FERGUSON ENTERPRISES INC | 0 | 32,130 | +32,130 | 0 | 7,494,644 | +7,494,644 |
| QNITY ELECTRONICS INC | 0 | 61,130 | +61,130 | 0 | 7,053,179 | +7,053,179 |
| DYCOM INDS INC | 3,000 | 22,537 | +19,537 | 1,013,700 | 7,635,986 | +6,622,286 |
| MASIMO CORP | 39,437 | 63,984 | +24,547 | 5,129,176 | 11,380,834 | +6,251,658 |
| MARVELL TECHNOLOGY INC | 134,642 | 175,623 | +40,981 | 11,441,877 | 17,395,458 | +5,953,581 |
| PROCORE TECHNOLOGIES INC | 99,925 | 206,300 | +106,375 | 7,268,545 | 11,759,100 | +4,490,555 |
| FLOOR & DECOR HLDGS INC | 0 | 40,000 | +40,000 | 0 | 2,032,000 | +2,032,000 |
| TRADEWEB MKTS INC | 148,081 | 152,134 | +4,053 | 15,924,631 | 17,900,086 | +1,975,455 |
| CHAMPION HOMES INC | 6,602 | 29,442 | +22,840 | 557,869 | 2,189,602 | +1,631,733 |
| IMAX CORP | 0 | 40,000 | +40,000 | 0 | 1,520,400 | +1,520,400 |
| GAP INC | 0 | 54,261 | +54,261 | 0 | 1,313,116 | +1,313,116 |
| ENERGY TRANSFER L P | 221,371 | 251,922 | +30,551 | 3,650,408 | 4,862,095 | +1,211,687 |
| SAIA INC | 4,162 | 7,162 | +3,000 | 1,358,976 | 2,515,867 | +1,156,891 |
| DOUGLAS DYNAMICS INC | 20,000 | 38,000 | +18,000 | 653,000 | 1,599,420 | +946,420 |
| SITEONE LANDSCAPE SUPPLY INC | 33,094 | 37,583 | +4,489 | 4,122,189 | 5,002,673 | +880,484 |
| THE TRADE DESK INC | 0 | 38,064 | +38,064 | 0 | 863,672 | +863,672 |
| JFROG LTD | 60,070 | 97,929 | +37,859 | 3,751,972 | 4,595,808 | +843,836 |
| LOUISIANA PAC CORP | 30,907 | 45,507 | +14,600 | 2,496,049 | 3,310,634 | +814,585 |
| FORTINET INC | 63,309 | 66,082 | +2,773 | 5,027,368 | 5,400,221 | +372,853 |
| AMRIZE LTD | 247,477 | 242,833 | -4,644 | 13,383,556 | 13,603,505 | +219,949 |
| MALIBU BOATS INC | 46,976 | 56,976 | +10,000 | 1,325,193 | 1,476,818 | +151,625 |
| AMPLITUDE INC | 99,053 | 99,053 | 0 | 1,147,034 | 675,541 | -471,493 |
| THERMO FISHER SCIENTIFIC INC | 33,270 | 38,032 | +4,762 | 19,278,302 | 18,693,869 | -584,433 |
| MARKETAXESS HLDGS INC | 39,461 | 39,461 | 0 | 7,152,306 | 6,510,276 | -642,030 |
| SHAKE SHACK INC | 18,000 | 8,500 | -9,500 | 1,461,060 | 751,995 | -709,065 |
| MICROSOFT CORP | 12,447 | 14,287 | +1,840 | 6,019,618 | 5,288,619 | -730,999 |
| EDWARDS LIFESCIENCES CORP | 144,918 | 144,918 | 0 | 12,354,260 | 11,605,033 | -749,227 |
| BROWN & BROWN INC | 54,440 | 54,440 | 0 | 4,338,868 | 3,550,032 | -788,836 |
| PEGASYSTEMS INC | 65,000 | 67,404 | +2,404 | 3,881,800 | 2,868,714 | -1,013,086 |
| INTERCONTINENTAL EXCHANGE IN | 124,446 | 121,501 | -2,945 | 20,155,274 | 19,109,677 | -1,045,597 |
| TRANSUNION | 229,879 | 268,657 | +38,778 | 19,712,124 | 18,588,378 | -1,123,746 |
| LIFE360 INC | 50,000 | 50,000 | 0 | 3,207,000 | 2,041,000 | -1,166,000 |
| SYNOPSYS INC | 30,489 | 33,064 | +2,575 | 14,321,293 | 13,109,215 | -1,212,078 |
| RB GLOBAL INC | 139,295 | 132,147 | -7,148 | 14,329,277 | 12,666,290 | -1,662,987 |
| ALIBABA GROUP HLDG LTD | 63,338 | 54,330 | -9,008 | 9,284,084 | 6,816,242 | -2,467,842 |
| ENTEGRIS INC | 32,422 | 0 | -32,422 | 2,731,554 | 0 | -2,731,554 |
| OLD DOMINION FREIGHT LINE IN | 18,148 | 0 | -18,148 | 2,845,606 | 0 | -2,845,606 |
| BLOCK INC | 51,351 | 0 | -51,351 | 3,342,437 | 0 | -3,342,437 |
| SHERWIN WILLIAMS CO | 12,451 | 0 | -12,451 | 4,034,498 | 0 | -4,034,498 |
| MSCI INC | 34,819 | 29,432 | -5,387 | 19,976,705 | 15,864,142 | -4,112,563 |
| GENIUS SPORTS LIMITED | 847,672 | 1,043,848 | +196,176 | 9,341,345 | 4,624,247 | -4,717,098 |
| VISA INC | 56,175 | 43,872 | -12,303 | 19,701,134 | 13,259,873 | -6,441,261 |
| ZETA GLOBAL HOLDINGS CORP | 362,806 | 32,434 | -330,372 | 7,383,102 | 516,349 | -6,866,753 |
| CME GROUP INC | 31,298 | 0 | -31,298 | 8,546,858 | 0 | -8,546,858 |
| QUANTA SVCS INC | 55,234 | 24,919 | -30,315 | 23,312,062 | 13,681,029 | -9,631,033 |
| INTUIT | 40,405 | 38,525 | -1,880 | 26,765,080 | 16,657,440 | -10,107,640 |
| ALPHABET INC | 121,398 | 36,474 | -84,924 | 38,094,692 | 10,462,932 | -27,631,760 |