Wilson Asset Management (international) PTY Ltd.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 28, 2025), Wilson Asset Management (international) PTY Ltd. reported 32 stock positions worth $406.7 million. Its top holding was Intuit (INTU) at 6.9% of the portfolio, followed by Alphabet Class C (GOOG, 6.3%) and Visa Class A (V, 6.1%). Compared with Q1 2025, it opened 5 new positions, sold out of 5, added to 15 and reduced 8. The biggest buy was a new position in Synopsys (SNPS) and the biggest sale Brown & Brown (BRO, shares −62%).
- Most Recent 13F
- Q2 2026
- Location
- SYDNEY, C3
- CIK
- 0001914472
- Portfolio Value
- $406.7M (Q2 2025)
- SEC Filing
- 0001914472-25-000003 ↗ filed Jul 28, 2025
Holdings Value
Holdings 32 stocks · $406.7M
| INTU Intuit Inc. | 6.94% | 35,837 | $28.2M | Reduce -4.1% |
| GOOG Alphabet Inc. Class C | 6.30% | 144,398 | $25.6M | Add +30.3% |
| V Visa Inc. Class A | 6.12% | 70,074 | $24.9M | Reduce -4.4% |
| ICE Intercontinental Exchange Inc. | 5.89% | 130,543 | $24.0M | Reduce -7.3% |
| TW Tradeweb Markets Inc. Class A | 5.17% | 143,579 | $21.0M | Add +7.9% |
| TRU Transunion | 4.97% | 229,879 | $20.2M | Add +1.2% |
| PWR Quanta Services Inc. | 4.97% | 53,456 | $20.2M | Reduce -3.3% |
| MSCI MSCI Inc. | 4.94% | 34,819 | $20.1M | Add +11.5% |
| RBA RB Global Inc. | 4.16% | 159,402 | $16.9M | Add +9.5% |
| IDXX Idexx Laboratories Inc. | 4.09% | 31,034 | $16.6M | No change |
| ADBE Adobe Inc. | 3.71% | 39,050 | $15.1M | Reduce -2.4% |
| CME Cme Group Inc. | 3.40% | 50,116 | $13.8M | Reduce -12.2% |
| MKTX Marketaxess Holdings Inc. | 3.32% | 60,492 | $13.5M | No change |
| TMO Thermo Fisher Scientific Inc. | 3.15% | 31,645 | $12.8M | Add +20.0% |
| SNPS Synopsys Inc. | 3.02% | 23,919 | $12.3M | New |
| SRAD Sportradar Group AG-A | 2.85% | 412,399 | $11.6M | Reduce -5.4% |
| EW Edwards Lifesciences Corp. | 2.82% | 146,506 | $11.5M | Add +5.6% |
| AMZN Amazon.com Inc. | 2.73% | 50,602 | $11.1M | New |
| AVTR Avantor Inc. | 2.67% | 805,658 | $10.8M | No change |
| FLUT Flutter Entertainment PLC-Di | 2.64% | 37,573 | $10.7M | No change |
| GENI Genius Sports Ltd. | 2.26% | 882,691 | $9.2M | Add +5.0% |
| ZTS Zoetis Inc. | 2.02% | 52,798 | $8.2M | New |
| SHW The Sherwin-Williams Co. | 1.80% | 21,322 | $7.3M | Add +112.5% |
| BABA Alibaba Group Holding-SP ADR | 1.79% | 64,256 | $7.3M | Add +19.4% |
| BRO Brown & Brown Inc. | 1.48% | 54,440 | $6.0M | Reduce -62.0% |
| BRBR Bellring Brands Inc. | 1.33% | 93,373 | $5.4M | Add +11.4% |
| ZETA Zeta Global Holdings Corp. Class A | 1.21% | 317,775 | $4.9M | Add +6.3% |
| MASI Masimo Corp. | 1.13% | 27,234 | $4.6M | New |
| LIF LIFE360 Inc. | 1.12% | 69,975 | $4.6M | Add +11.2% |
| XYZ Block Inc. | 0.85% | 50,966 | $3.5M | Add +18.6% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.77% | 38,566 | $3.1M | Add +54.3% |
| AMPL Amplitude Inc. Class A | 0.38% | 123,849 | $1.5M | New |
Portfolio Sells Q1 2025 → Q2 2025
| BRO Brown & Brown Inc. | Reduce -62.0% | 1.48% | −3.29 |
| FERG Ferguson Enterprises Inc. | Sold out | 0.00% | −2.55 |
| DNB Dun & Bradstreet Holdings Inc. | Sold out | 0.00% | −2.32 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −2.04 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −1.56 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.82 |
| V Visa Inc. Class A | Reduce -4.4% | 6.12% | −0.75 |
| CME Cme Group Inc. | Reduce -12.2% | 3.40% | −0.65 |
| ICE Intercontinental Exchange Inc. | Reduce -7.3% | 5.89% | −0.61 |
| ADBE Adobe Inc. | Reduce -2.4% | 3.71% | −0.39 |
| SRAD Sportradar Group AG-A | Reduce -5.4% | 2.85% | +0.33 |
| INTU Intuit Inc. | Reduce -4.1% | 6.94% | +0.81 |
| PWR Quanta Services Inc. | Reduce -3.3% | 4.97% | +1.21 |
Portfolio Buys Q1 2025 → Q2 2025
| SNPS Synopsys Inc. | New | 3.02% | +3.02 |
| AMZN Amazon.com Inc. | New | 2.73% | +2.73 |
| ZTS Zoetis Inc. | New | 2.02% | +2.02 |
| GOOG Alphabet Inc. Class C | Add +30.3% | 6.30% | +1.67 |
| MASI Masimo Corp. | New | 1.13% | +1.13 |
| SHW The Sherwin-Williams Co. | Add +112.5% | 1.80% | +0.86 |
| LIF LIFE360 Inc. | Add +11.2% | 1.12% | +0.48 |
| AMPL Amplitude Inc. Class A | New | 0.38% | +0.38 |
| EL Estee Lauder Companies Class A | Add +54.3% | 0.77% | +0.33 |
| RBA RB Global Inc. | Add +9.5% | 4.16% | +0.26 |
| XYZ Block Inc. | Add +18.6% | 0.85% | +0.23 |
| MSCI MSCI Inc. | Add +11.5% | 4.94% | +0.22 |
| EW Edwards Lifesciences Corp. | Add +5.6% | 2.82% | +0.13 |
| ZETA Zeta Global Holdings Corp. Class A | Add +6.3% | 1.21% | +0.13 |
| GENI Genius Sports Ltd. | Add +5.0% | 2.26% | +0.01 |
| TRU Transunion | Add +1.2% | 4.97% | −0.06 |
| TW Tradeweb Markets Inc. Class A | Add +7.9% | 5.17% | −0.11 |
| BABA Alibaba Group Holding-SP ADR | Add +19.4% | 1.79% | −0.11 |
| BRBR Bellring Brands Inc. | Add +11.4% | 1.33% | −0.34 |
| TMO Thermo Fisher Scientific Inc. | Add +20.0% | 3.15% | −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 |