Wilson Asset Management (international) PTY Ltd.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Wilson Asset Management (international) PTY Ltd. reported 29 stock positions worth $385.8 million. Its top holding was Visa Class A (V) at 6.4% of the portfolio, followed by Intuit (INTU, 5.6%) and Intercontinental Exchange (ICE, 5.4%). Compared with Q3 2024, it opened 1 new position, added to 7 and reduced 12. The biggest buy was Ferguson Enterprises (FERG, shares +207%) and the biggest sale Edwards Lifesciences (EW, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001914472
- Portfolio Value
- $385.8M (Q4 2024)
- SEC Filing
- 0001914472-25-000001 ↗ filed Feb 10, 2025
Holdings Value
Holdings 29 stocks · $385.8M
| V Visa Inc. Class A | 6.45% | 78,688 | $24.9M | Reduce -6.7% |
| INTU Intuit Inc. | 5.61% | 34,456 | $21.7M | Reduce -14.6% |
| ICE Intercontinental Exchange Inc. | 5.44% | 140,851 | $21.0M | Reduce -6.7% |
| TRU Transunion | 5.30% | 220,543 | $20.4M | Reduce -4.9% |
| GOOG Alphabet Inc. Class C | 5.06% | 102,527 | $19.5M | Add +75.9% |
| MSCI MSCI Inc. | 4.86% | 31,232 | $18.7M | Reduce -25.3% |
| CME Cme Group Inc. | 4.60% | 76,378 | $17.7M | Reduce -10.7% |
| PWR Quanta Services Inc. | 4.53% | 55,286 | $17.5M | No change |
| TW Tradeweb Markets Inc. Class A | 4.51% | 133,035 | $17.4M | No change |
| TDY Teledyne Technologies Inc. | 4.41% | 36,660 | $17.0M | No change |
| AVTR Avantor Inc. | 4.40% | 805,658 | $17.0M | Add +6.4% |
| ADBE Adobe Inc. | 4.28% | 37,125 | $16.5M | Add +20.4% |
| FERG Ferguson Enterprises Inc. | 4.17% | 92,609 | $16.1M | Add +206.9% |
| BRO Brown & Brown Inc. | 3.79% | 143,443 | $14.6M | No change |
| BAH Booz Allen Hamilton Holdings | 3.49% | 104,610 | $13.5M | Reduce -25.7% |
| DNB Dun & Bradstreet Holdings Inc. | 3.13% | 969,163 | $12.1M | No change |
| HCA HCA Healthcare Inc. | 2.93% | 37,717 | $11.3M | Reduce -2.3% |
| MKTX Marketaxess Holdings Inc. | 2.80% | 47,795 | $10.8M | No change |
| RBA RB Global Inc. | 2.72% | 116,527 | $10.5M | No change |
| EW Edwards Lifesciences Corp. | 2.66% | 138,793 | $10.3M | Reduce -60.0% |
| EXPE Expedia Group Inc. | 2.66% | 55,018 | $10.3M | Reduce -31.9% |
| TMO Thermo Fisher Scientific Inc. | 2.55% | 18,943 | $9.9M | Reduce -27.8% |
| FLUT Flutter Entertainment PLC-Di | 2.52% | 37,573 | $9.7M | No change |
| SRAD Sportradar Group AG-A | 1.96% | 436,051 | $7.6M | Add +62.7% |
| GENI Genius Sports Ltd. | 1.88% | 840,394 | $7.3M | Add +11.3% |
| BABA Alibaba Group Holding-SP ADR | 1.52% | 69,355 | $5.9M | Add +59.5% |
| XOM Exxon Mobil Corp. | 1.05% | 37,503 | $4.0M | Reduce -56.6% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.38% | 19,716 | $1.5M | No change |
| LIF LIFE360 Inc. | 0.32% | 30,137 | $1.2M | New |
Portfolio Sells Q3 2024 → Q4 2024
| EW Edwards Lifesciences Corp. | Reduce -60.0% | 2.66% | −2.88 |
| BAH Booz Allen Hamilton Holdings | Reduce -25.7% | 3.49% | −2.07 |
| XOM Exxon Mobil Corp. | Reduce -56.6% | 1.05% | −1.41 |
| TMO Thermo Fisher Scientific Inc. | Reduce -27.8% | 2.55% | −1.38 |
| MSCI MSCI Inc. | Reduce -25.3% | 4.86% | −1.05 |
| HCA HCA Healthcare Inc. | Reduce -2.3% | 2.93% | −0.87 |
| TRU Transunion | Reduce -4.9% | 5.30% | −0.59 |
| INTU Intuit Inc. | Reduce -14.6% | 5.61% | −0.47 |
| ICE Intercontinental Exchange Inc. | Reduce -6.7% | 5.44% | −0.44 |
| EXPE Expedia Group Inc. | Reduce -31.9% | 2.66% | −0.24 |
| CME Cme Group Inc. | Reduce -10.7% | 4.60% | +0.02 |
| V Visa Inc. Class A | Reduce -6.7% | 6.45% | +0.83 |
Portfolio Buys Q3 2024 → Q4 2024
| FERG Ferguson Enterprises Inc. | Add +206.9% | 4.17% | +2.71 |
| GOOG Alphabet Inc. Class C | Add +75.9% | 5.06% | +2.70 |
| SRAD Sportradar Group AG-A | Add +62.7% | 1.96% | +1.17 |
| GENI Genius Sports Ltd. | Add +11.3% | 1.88% | +0.45 |
| ADBE Adobe Inc. | Add +20.4% | 4.28% | +0.41 |
| BABA Alibaba Group Holding-SP ADR | Add +59.5% | 1.52% | +0.41 |
| LIF LIFE360 Inc. | New | 0.32% | +0.32 |
| AVTR Avantor Inc. | Add +6.4% | 4.40% | −0.35 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 37 | $364.1M | AMZN, AMRZ, DY, TRU, TMO |
| Q1 2026 | 43 | $354.0M | AMZN, ICE, TMO, TRU, TW |
| Q4 2025 | 42 | $389.6M | GOOG, INTU, PWR, ICE, MSCI |
| Q3 2025 | 41 | $404.2M | GOOG, INTU, PWR, ICE, MSCI |
| Q2 2025 | 32 | $406.7M | INTU, GOOG, V, ICE, TW |
| Q1 2025 | 32 | $374.1M | V, ICE, INTU, TW, TRU |
| Q4 2024 | 29 | $385.8M | V, INTU, ICE, TRU, GOOG |
| Q3 2024 | 28 | $412.4M | INTU, MSCI, TRU, ICE, V |
| Q2 2024 | 26 | $381.7M | ICLR, ICE, INTU, EW, V |
| Q1 2024 | 27 | $387.3M | ICLR, ICE, EW, V, PWR |