WILSON ASSET MANAGEMENT INTERNATIONAL PTY LTD
Q1 2025 Form 13-F
SYDNEY, AUSTRALIA
CIK 0001914472
· Institutional investment manager
$374.1M Reported Value Total
Reported value
$374.1M
Quarter over quarter
-0.6%
Holdings
32
Top-10 concentration
52.1%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Jesse Hamilton
CHIEF FINANCIAL OFFICER
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13F Metrics
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Q1 2025 13F record
Q1 2025 13F filing summary
| Period of report | March 31, 2025 |
|---|---|
| Filed | April 28, 2025 |
| Form | 13F-HR |
| Reported value | $374.1M |
| Positions | 32 |
| Change in reported value | -3.0% |
| New positions | 5 |
| Exited positions | 2 |
| Position turnover | 20.6% |
| Top-10 concentration | 52.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 26, 2026
|
39 | $350.4M |
|
Q2 2026 13F
Filed Aug 5, 2026
|
37 | $364.1M |
|
Q1 2026 13F
Filed May 12, 2026
|
43 | $354.0M |
|
Q4 2025 13F
Filed Feb 3, 2026
|
42 | $389.6M |
|
Q3 2025 13F
Filed Nov 6, 2025
|
41 | $404.2M |
|
Q2 2025 13F
Filed Jul 28, 2025
|
32 | $406.7M |
|
Q1 2025 13F
Filed Apr 28, 2025
|
32 | $374.1M |
|
Q4 2024 13F
Filed Feb 10, 2025
|
29 | $385.8M |
|
Q3 2024 13F
Filed Oct 25, 2024
|
28 | $412.4M |
|
Q2 2024 13F
Filed Aug 13, 2024
|
26 | $381.7M |
|
Q1 2024 13F
Filed May 6, 2024
|
27 | $387.3M |
|
Q4 2023 13F
Filed Feb 13, 2024
|
24 | $358.6M |
|
Q3 2023 13F
Filed Nov 1, 2023
|
24 | $348.5M |
|
Q2 2023 13F
Filed Jul 28, 2023
|
24 | $366.8M |
|
Q1 2023 13F
Filed Apr 24, 2023
|
26 | $360.6M |
|
Q4 2022 13F
Filed Feb 3, 2023
|
33 | $329.4M |
|
Q3 2022 13F
Filed Nov 8, 2022
|
31 | $297.0M |
|
Q2 2022 13F
Filed Aug 12, 2022
|
31 | $335.5M |
|
Q1 2022 13F
Filed May 11, 2022
|
31 | $400.9M |
Top 20 holdings · Q1 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | V VISA INC | $25.7M | 6.87% |
| 2 | ICE INTERCONTINENTAL EXCHANGE IN | $24.3M | 6.49% |
| 3 | INTU INTUIT | $22.9M | 6.13% |
| 4 | TW TRADEWEB MKTS INC | $19.8M | 5.28% |
| 5 | TRU TRANSUNION | $18.8M | 5.04% |
| 6 | BRO BROWN & BROWN INC | $17.8M | 4.77% |
| 7 | MSCI MSCI INC | $17.7M | 4.72% |
| 8 | GOOG ALPHABET INC | $17.3M | 4.63% |
| 9 | ADBE ADOBE INC | $15.3M | 4.1% |
| 10 | CME CME GROUP INC | $15.1M | 4.05% |
| 11 | RBA RB GLOBAL INC | $14.6M | 3.9% |
| 12 | PWR QUANTA SVCS INC | $14.1M | 3.76% |
| 13 | TMO THERMO FISHER SCIENTIFIC INC | $13.1M | 3.51% |
| 14 | MKTX MARKETAXESS HLDGS INC | $13.1M | 3.5% |
| 15 | AVTR AVANTOR INC | $13.1M | 3.49% |
| 16 | IDXX IDEXX LABS INC | $13.0M | 3.48% |
| 17 | EW EDWARDS LIFESCIENCES CORP | $10.1M | 2.69% |
| 18 | FERG FERGUSON ENTERPRISES INC | $9.5M | 2.55% |
| 19 | SRAD SPORTRADAR GROUP AG | $9.4M | 2.52% |
| 20 | DNB DUN & BRADSTREET HLDGS INC | $8.7M | 2.32% |
Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.