Munro Partners
Latest statistics and disclosures from Munro Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GEV, GOOGL, AMZN, AMAT, and represent 26.36% of Munro Partners's stock portfolio.
- Added to shares of these 10 stocks: AMAT (+$201M), PWR (+$134M), FLEX (+$130M), MU (+$115M), TSLA (+$113M), AMD (+$100M), WWD (+$98M), WMB (+$91M), MOD (+$87M), CGNX (+$76M).
- Started 23 new stock positions in MU, UCTT, QCOM, AMD, WWD, FLEX, AEIS, AMAT, ARM, WMB. ALGM, TSLA, BWA, MRVL, Innio Nv, CGNX, MYRG, TSEM, RDDT, ULS, SNDK, VIAV, ONTO.
- Reduced shares in these 10 stocks: ETN (-$118M), TRGP (-$103M), CIEN (-$87M), NEE (-$86M), STRL (-$67M), , BWXT (-$50M), GEV (-$49M), CF (-$48M), NVDA (-$34M).
- Sold out of its positions in AGX, BWXT, CBOE, CF, CLS, COHR, CEG, ROAD, CW, META. FPS, GFL, LFUS, MCK, MDLN, MSFT, PRIM, RMBS, STRL, VVX, ETN, SN.
- Munro Partners was a net buyer of stock by $1.2B.
- Munro Partners has $4.5B in assets under management (AUM), dropping by 53.83%.
- Central Index Key (CIK): 0001768744
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Portfolio Holdings for Munro Partners
Munro Partners holds 60 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 6.5 | $297M | -10% | 1.5M | 200.09 |
|
| Ge Vernova (GEV) | 5.6 | $256M | -16% | 218k | 1174.86 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 4.9 | $223M | +43% | 624k | 357.37 |
|
| Amazon (AMZN) | 4.8 | $220M | +15% | 922k | 238.34 |
|
| Applied Materials (AMAT) | 4.4 | $201M | NEW | 279k | 723.00 |
|
| Quanta Services (PWR) | 4.4 | $199M | +206% | 276k | 720.04 |
|
| Mastercard Incorporated Cl A (MA) | 3.5 | $159M | +49% | 309k | 513.60 |
|
| Broadcom (AVGO) | 3.2 | $147M | -4% | 389k | 377.75 |
|
| Johnson Controls Internation SHS (JCI) | 3.1 | $140M | +18% | 955k | 146.11 |
|
| Lumentum Hldgs (LITE) | 3.0 | $138M | +118% | 160k | 858.06 |
|
| Flex Ord (FLEX) | 2.9 | $130M | NEW | 804k | 162.07 |
|
| Howmet Aerospace (HWM) | 2.9 | $130M | +34% | 484k | 268.86 |
|
| Modine Manufacturing (MOD) | 2.6 | $118M | +274% | 443k | 267.02 |
|
| Eli Lilly & Co. (LLY) | 2.6 | $117M | -4% | 97k | 1199.43 |
|
| Micron Technology (MU) | 2.5 | $115M | NEW | 100k | 1154.29 |
|
| Ge Aerospace Com New (GE) | 2.5 | $115M | +35% | 309k | 373.73 |
|
| Tko Group Holdings Cl A (TKO) | 2.5 | $113M | -8% | 562k | 201.31 |
|
| Tesla Motors Call Option (TSLA) | 2.5 | $113M | NEW | 269k | 420.60 |
|
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.3 | $105M | +3% | 1.1M | 95.14 |
|
| Raytheon Technologies Corp (RTX) | 2.3 | $103M | +20% | 542k | 189.73 |
|
| Advanced Micro Devices (AMD) | 2.2 | $100M | NEW | 172k | 580.91 |
|
| Woodward Governor Company (WWD) | 2.2 | $98M | NEW | 230k | 425.44 |
|
| Williams Companies (WMB) | 2.0 | $91M | NEW | 1.2M | 74.34 |
|
| Cognex Corporation (CGNX) | 1.7 | $76M | NEW | 1.0M | 72.42 |
|
| Arm Holdings Sponsored Ads (ARM) | 1.5 | $69M | NEW | 194k | 354.57 |
|
| Innio Nv Ordinary Shares | 1.5 | $69M | NEW | 1.7M | 39.55 |
|
| Legence Corp Cl A (LGN) | 1.5 | $66M | +4% | 780k | 85.23 |
|
| Comfort Systems USA (FIX) | 1.3 | $60M | +46% | 30k | 1981.95 |
|
| Linde SHS (LIN) | 1.2 | $55M | +61% | 105k | 518.94 |
|
| Onto Innovation (ONTO) | 1.1 | $52M | NEW | 136k | 378.45 |
|
| Marvell Technology (MRVL) | 1.1 | $51M | NEW | 172k | 297.89 |
|
| Advanced Energy Industries (AEIS) | 1.1 | $50M | NEW | 135k | 372.87 |
|
| Nextera Energy (NEE) | 1.1 | $49M | -63% | 560k | 87.77 |
|
| Qualcomm Call Option (QCOM) | 1.0 | $46M | NEW | 248k | 184.79 |
|
| Clean Harbors (CLH) | 1.0 | $45M | +268% | 150k | 298.75 |
|
| Powell Industries (POWL) | 0.8 | $34M | +714% | 120k | 286.36 |
|
| Cameco Corporation (CCJ) | 0.7 | $31M | +85% | 306k | 101.86 |
|
| Ultra Clean Holdings (UCTT) | 0.6 | $26M | NEW | 184k | 142.59 |
|
| Teradyne (TER) | 0.5 | $24M | +231% | 51k | 483.84 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.5 | $24M | +182% | 268k | 88.60 |
|
| NiSource (NI) | 0.5 | $22M | +121% | 463k | 47.55 |
|
| D R S Technologies (DRS) | 0.5 | $22M | -19% | 507k | 42.67 |
|
| NOVA MEASURING Instruments L (NVMI) | 0.4 | $20M | +72% | 37k | 542.94 |
|
| Aar (AIR) | 0.4 | $20M | +16% | 139k | 142.93 |
|
| Nextpower Class A Com (NXT) | 0.4 | $20M | +152% | 166k | 119.14 |
|
| Ciena Corp Com New (CIEN) | 0.4 | $19M | -82% | 38k | 490.56 |
|
| HEICO Corporation (HEI) | 0.4 | $16M | -5% | 46k | 356.19 |
|
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.3 | $16M | -39% | 429k | 36.49 |
|
| Myr (MYRG) | 0.3 | $15M | NEW | 31k | 500.40 |
|
| Tower Semiconductor Shs New (TSEM) | 0.3 | $15M | NEW | 57k | 260.64 |
|
| Sandisk Corp (SNDK) | 0.3 | $14M | NEW | 6.0k | 2273.73 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $13M | -57% | 39k | 334.82 |
|
| Reddit Cl A (RDDT) | 0.3 | $13M | NEW | 74k | 173.58 |
|
| CRH Ord (CRH) | 0.3 | $12M | -38% | 113k | 107.00 |
|
| Targa Res Corp (TRGP) | 0.3 | $12M | -89% | 44k | 268.14 |
|
| BorgWarner (BWA) | 0.2 | $11M | NEW | 167k | 66.40 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.2 | $11M | -43% | 125k | 87.04 |
|
| Ul Solutions Class A Com Shs (ULS) | 0.1 | $6.5M | NEW | 64k | 101.86 |
|
| Viavi Solutions Inc equities (VIAV) | 0.1 | $6.2M | NEW | 130k | 47.75 |
|
| Allegro Microsystems Ord (ALGM) | 0.1 | $3.5M | NEW | 50k | 69.62 |
|
Past Filings by Munro Partners
SEC 13F filings are viewable for Munro Partners going back to 2025
- Munro Partners 2026 Q2 filed Aug. 10, 2026
- 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