Munro Partners as of Dec. 31, 2018
Portfolio Holdings for Munro Partners
Munro Partners holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 14.1 | $16M | 102k | 154.26 | |
| Microsoft Corporation (MSFT) | 9.9 | $11M | 108k | 101.57 | |
| Amazon (AMZN) | 8.9 | $10M | 6.6k | 1501.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.6 | $9.7M | 9.2k | 1044.96 | |
| Cisco Systems (CSCO) | 7.0 | $7.9M | 182k | 43.33 | |
| UnitedHealth (UNH) | 6.1 | $6.8M | 27k | 249.12 | |
| Boeing Company (BA) | 5.3 | $5.9M | 18k | 322.50 | |
| Danaher Corporation (DHR) | 5.2 | $5.8M | 56k | 103.12 | |
| Adobe Systems Incorporated (ADBE) | 4.9 | $5.4M | 24k | 226.24 | |
| International Flavors & Fragrances (IFF) | 4.6 | $5.2M | 39k | 134.27 | |
| Visa Com Cl A (V) | 4.6 | $5.2M | 39k | 131.94 | |
| Paypal Holdings (PYPL) | 3.7 | $4.1M | 49k | 84.09 | |
| Mastercard Incorporated Cl A (MA) | 3.7 | $4.1M | 22k | 188.65 | |
| Servicenow (NOW) | 3.6 | $4.0M | 23k | 178.05 | |
| Thermo Fisher Scientific (TMO) | 3.4 | $3.7M | 17k | 223.79 | |
| salesforce (CRM) | 1.9 | $2.1M | 15k | 136.97 | |
| IAC/InterActive | 1.8 | $2.1M | 11k | 183.04 | |
| CBOE Holdings (CBOE) | 1.5 | $1.7M | 17k | 97.83 | |
| Booking Holdings (BKNG) | 1.2 | $1.4M | 800.00 | 1722.42 |
