Wilson Asset Management (International) Pty Ltd has filed its Form 13F-HR for the third quarter of 2026, disclosing a portfolio of 39 individual U.S. equity securities. The filing, signed by Chief Financial Officer Jesse Hamilton, lists the firm's address as Level 26, Governor Phillip Tower in Sydney, Australia.
The portfolio includes a mix of large-cap technology, industrial, and consumer companies. Notable positions include Alibaba Group Holding Ltd, Amazon.com Inc, Broadcom Inc, and Nvidia Corporation. The filing lists specific share counts for each holding, with Amazon holding 135,651 shares and Nvidia holding 34,749 shares.
Other disclosed holdings in the portfolio include Meta Platforms Inc, Intuit Inc, Terex Corp, and Thermo Fisher Scientific Inc. The filing also lists smaller positions in companies such as Hudbay Minerals Inc, Qnity Electronics Inc, and Vertiv Holdings Co.
