Munro Partners
Latest statistics and disclosures from Munro Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GEV, AMZN, NEE, AVGO, and represent 32.24% of Munro Partners's stock portfolio.
- Added to shares of these 10 stocks: NEE (+$108M), AVGO (+$87M), RTX (+$87M), HWM (+$68M), STRL (+$67M), MCK (+$60M), LLY (+$59M), LITE (+$52M), BWXT (+$50M), CF (+$48M).
- Started 20 new stock positions in POWL, PRIM, RTX, SOLS, MCK, FPS, CBOE, LFUS, CF, MDLN. RMBS, NI, STRL, BWXT, NXT, AGX, TER, MOD, LITE, VVX.
- Reduced shares in these 10 stocks: NVDA (-$149M), MSFT (-$137M), CEG (-$120M), BSX (-$120M), META (-$103M), CRH (-$97M), , SN (-$81M), HEI (-$65M), SHOP (-$63M).
- Sold out of its positions in AVAV, ALAB, AXON, BSX, FRMI, FUTU, PODD, ISRG, JEF, MELI. MIR, RDDT, SHOP, TLN, TW, V, WM, WAY, TT, SPOT.
- Munro Partners was a net seller of stock by $-769M.
- Munro Partners has $3.0B in assets under management (AUM), dropping by -21.10%.
- Central Index Key (CIK): 0001768744
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Portfolio Holdings for Munro Partners
Munro Partners holds 59 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.8 | $288M | -34% | 1.7M | 174.40 |
|
| Ge Vernova (GEV) | 7.7 | $227M | -21% | 260k | 872.90 |
|
| Amazon (AMZN) | 5.6 | $166M | -13% | 799k | 208.27 |
|
| Nextera Energy (NEE) | 4.9 | $143M | +309% | 1.5M | 92.88 |
|
| Broadcom (AVGO) | 4.3 | $126M | +222% | 408k | 309.51 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $125M | -24% | 436k | 287.56 |
|
| Tko Group Holdings Cl A (TKO) | 4.2 | $123M | -14% | 611k | 201.65 |
|
| Eaton Corp SHS (ETN) | 4.0 | $118M | +18% | 329k | 357.67 |
|
| Targa Res Corp (TRGP) | 3.6 | $108M | +35% | 429k | 250.73 |
|
| Johnson Controls Internation SHS (JCI) | 3.6 | $106M | -9% | 808k | 130.95 |
|
| Mastercard Incorporated Cl A (MA) | 3.5 | $103M | -14% | 206k | 499.66 |
|
| Eli Lilly & Co. (LLY) | 3.2 | $94M | +164% | 102k | 919.77 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.1 | $91M | -24% | 1.1M | 85.02 |
|
| Raytheon Technologies Corp (RTX) | 2.9 | $87M | NEW | 449k | 192.90 |
|
| Ciena Corp Com New (CIEN) | 2.8 | $84M | -29% | 215k | 388.23 |
|
| Howmet Aerospace (HWM) | 2.8 | $83M | +449% | 359k | 230.46 |
|
| Sterling Construction Company (STRL) | 2.3 | $67M | NEW | 165k | 407.27 |
|
| Ge Aerospace Com New (GE) | 2.2 | $65M | -27% | 228k | 283.77 |
|
| McKesson Corporation (MCK) | 2.0 | $60M | NEW | 69k | 865.36 |
|
| Lumentum Hldgs (LITE) | 1.7 | $52M | NEW | 73k | 702.76 |
|
| Bwx Technologies (BWXT) | 1.7 | $50M | NEW | 246k | 204.49 |
|
| Quanta Services (PWR) | 1.7 | $49M | +17% | 90k | 549.02 |
|
| CF Industries Holdings (CF) | 1.6 | $48M | NEW | 373k | 129.84 |
|
| Legence Corp Cl A (LGN) | 1.4 | $42M | -46% | 748k | 56.46 |
|
| Linde SHS (LIN) | 1.1 | $32M | +4% | 65k | 495.76 |
|
| Comfort Systems USA (FIX) | 1.0 | $29M | -11% | 21k | 1378.99 |
|
| D R S Technologies (DRS) | 0.9 | $28M | +91% | 627k | 44.52 |
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.9 | $26M | +99% | 712k | 36.12 |
|
| Modine Manufacturing (MOD) | 0.9 | $26M | NEW | 118k | 216.71 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.8 | $23M | -31% | 93k | 250.58 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.7 | $22M | -20% | 520k | 41.72 |
|
| CRH Ord (CRH) | 0.7 | $19M | -83% | 183k | 105.12 |
|
| Cameco Corporation (CCJ) | 0.6 | $18M | +94% | 165k | 108.61 |
|
| Curtiss-Wright (CW) | 0.6 | $17M | +33% | 25k | 681.12 |
|
| Primoris Services (PRIM) | 0.5 | $16M | NEW | 112k | 143.04 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.5 | $15M | +82% | 219k | 67.07 |
|
| Constellation Energy (CEG) | 0.5 | $14M | -89% | 50k | 279.25 |
|
| Construction Partners Com Cl A (ROAD) | 0.5 | $14M | +59% | 126k | 111.12 |
|
| HEICO Corporation (HEI) | 0.5 | $13M | -82% | 49k | 274.20 |
|
| Aar (AIR) | 0.4 | $13M | +10% | 119k | 109.46 |
|
| Clean Harbors (CLH) | 0.4 | $12M | -52% | 41k | 286.73 |
|
| Coherent Corp (COHR) | 0.3 | $9.8M | +2% | 41k | 238.21 |
|
| NiSource (NI) | 0.3 | $9.8M | NEW | 210k | 46.66 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.3 | $9.3M | -41% | 22k | 434.28 |
|
| Powell Industries (POWL) | 0.3 | $7.9M | NEW | 15k | 541.08 |
|
| Nextpower Class A Com (NXT) | 0.3 | $7.9M | NEW | 66k | 120.55 |
|
| Vectrus (VVX) | 0.3 | $7.6M | NEW | 111k | 68.50 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.2 | $7.2M | NEW | 95k | 76.16 |
|
| Argan (AGX) | 0.2 | $7.2M | NEW | 13k | 544.65 |
|
| CBOE Holdings (CBOE) | 0.2 | $6.8M | NEW | 24k | 281.07 |
|
| Microsoft Corporation (MSFT) | 0.2 | $5.7M | -96% | 15k | 370.17 |
|
| Rambus (RMBS) | 0.2 | $5.5M | NEW | 64k | 86.03 |
|
| Celestica (CLS) | 0.2 | $5.5M | -88% | 20k | 281.68 |
|
| Littelfuse (LFUS) | 0.2 | $5.5M | NEW | 16k | 339.35 |
|
| Teradyne (TER) | 0.2 | $4.5M | NEW | 15k | 296.46 |
|
| Medline Com Cl A (MDLN) | 0.1 | $4.1M | NEW | 91k | 44.50 |
|
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.1 | $2.9M | NEW | 100k | 29.27 |
|
| Sharkninja Com Shs (SN) | 0.1 | $2.2M | -97% | 20k | 105.90 |
|
| Meta Platforms Cl A (META) | 0.0 | $1.2M | -98% | 2.0k | 572.13 |
|
Past Filings by Munro Partners
SEC 13F filings are viewable for Munro Partners going back to 2025
- Munro Partners 2026 Q1 filed May 6, 2026
- Munro Partners 2025 Q4 filed Feb. 17, 2026
- Munro Partners 2019 Q2 filed Oct. 29, 2025
- Munro Partners 2019 Q1 filed Oct. 29, 2025
- Munro Partners 2018 Q4 filed Oct. 29, 2025
- Munro Partners 2018 Q3 filed Oct. 29, 2025
- Munro Partners 2023 Q4 filed Oct. 28, 2025
- Munro Partners 2023 Q3 filed Oct. 28, 2025
- Munro Partners 2023 Q2 filed Oct. 28, 2025
- Munro Partners 2023 Q1 filed Oct. 28, 2025
- Munro Partners 2022 Q4 filed Oct. 28, 2025
- Munro Partners 2022 Q3 filed Oct. 28, 2025
- Munro Partners 2022 Q2 filed Oct. 28, 2025
- Munro Partners 2022 Q1 filed Oct. 28, 2025
- Munro Partners 2021 Q4 filed Oct. 28, 2025
- Munro Partners 2021 Q3 filed Oct. 28, 2025