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CIK: 0001914472
Total reported value
$364.1M
$364.1M
27 檔
34.6%
During the Q1 2024 filing period, Wilson Asset Management (CIK: 0001914472) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $364.1M across 27 reported positions.
During Q1 2024, Wilson Asset Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ICLR | ICON Public Limited Company | Stock-Healthcare | 7.64% | — | -7.52% | |
| 2 | ICE | Intercontinental Exchange In | Stock-Financials | 6.75% | -1.29% | -10.03% | |
| 3 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 6.25% | +0.32% | -17.08% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 6.07% | +0.48% | -17.59% | |
| 5 | PWR | Quanta Services Inc | Stock-Industrials | 5.83% | -1.50% | -16.29% | |
| 6 | BAH | Booz Allen Hamilton Holdings | Stock-Industrials | 5.35% | — | -16.34% | |
| 7 | CME | Cme Group Inc | Stock-Financials | 5.25% | — | — | |
| 8 | TRU | Transunion | Stock-Financials | 4.72% | +0.07% | -10.95% | |
| 9 | HCA | Hca Healthcare Inc | Stock-Healthcare | 4.60% | — | — | |
| 10 | TW | Tradeweb Markets Inc-class A | Stock-Financials | 4.56% | -0.85% | -8.97% | |
| 11 | INTU | Intuit Inc | Stock-Tech | 4.54% | -2.45% | -10.66% | |
| 12 | AJG | Arthur J Gallagher & Co | Stock-Financials | 4.54% | — | -11.09% | |
| 13 | AVTR | Avantor Inc | Stock-Healthcare | 4.23% | — | — | |
| 14 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 3.85% | — | +25.11% | |
| 15 | TDY | Teledyne Technologies Inc | Stock-Tech | 3.55% | — | — | |
| 16 | DNB | Dun & Bradstreet Holdings In | Stock-Other | 3.32% | — | -21.63% | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 3.09% | — | +52.12% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.51% | +0.58% | -5.45% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 2.44% | — | +28.63% | |
| 20 | RBA | Rb Global Inc | Stock-Industrials | 2.29% | -0.11% | — | |
| 21 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 1.59% | — | — | |
| 22 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 1.59% | -0.44% | — | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.56% | -0.04% | — | |
| 24 | DG | Dollar General CORP | Stock-Consumer Staples | 1.27% | — | — | |
| 25 | GENI | Genius Sports Limited | Stock-Other | 1.11% | -0.55% | — | |
| 26 | ABX | Barrick Gold CORP | Stock-Financials | 0.79% | — | — | |
| 27 | NEM | Newmont CORP | Stock-Materials | 0.71% | — | — |
According to official SEC Form 13F filings, Wilson Asset Management reported a total U.S. public equity portfolio value of $364.1M across 27 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including ICLR, ICE, EW) accounted for 34.6% of total reported equity market value during Q1 2024.
During Q1 2024, Wilson Asset Management's top holdings by market value included ICLR (7.6%)、ICE (6.8%)、EW (6.3%). The largest single position, ICLR, represented 7.6% of total portfolio value.
In Q1 2024, Wilson Asset Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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