Munro Partners as of March 31, 2019
Portfolio Holdings for Munro Partners
Munro Partners holds 32 positions in its portfolio as reported in the March 2019 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) | 17.4 | $120M | 670k | 179.66 | |
| Amazon (AMZN) | 11.1 | $77M | 43k | 1780.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $42M | 36k | 1176.89 | |
| Microsoft Corporation (MSFT) | 5.8 | $40M | 340k | 117.94 | |
| Cisco Systems (CSCO) | 3.8 | $26M | 489k | 53.99 | |
| Danaher Corporation (DHR) | 3.7 | $25M | 192k | 132.02 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $24M | 88k | 266.49 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.2 | $22M | 121k | 182.45 | |
| Visa Com Cl A (V) | 3.1 | $22M | 139k | 156.19 | |
| Paypal Holdings (PYPL) | 3.1 | $22M | 208k | 103.84 | |
| salesforce (CRM) | 2.9 | $20M | 125k | 158.37 | |
| Thermo Fisher Scientific (TMO) | 2.8 | $20M | 72k | 273.72 | |
| Boeing Company (BA) | 2.8 | $19M | 51k | 381.42 | |
| Worldpay Cl A | 2.7 | $19M | 167k | 113.50 | |
| Stryker Corporation (SYK) | 2.7 | $19M | 94k | 197.52 | |
| Mastercard Cl A (MA) | 2.6 | $18M | 78k | 235.45 | |
| Servicenow (NOW) | 2.4 | $17M | 68k | 246.49 | |
| United Rentals (URI) | 2.0 | $14M | 122k | 114.25 | |
| Netflix (NFLX) | 1.9 | $13M | 36k | 356.56 | |
| International Flavors & Fragrances (IFF) | 1.9 | $13M | 100k | 128.79 | |
| Keysight Technologies (KEYS) | 1.8 | $13M | 146k | 87.20 | |
| Facebook Cl A (META) | 1.8 | $13M | 76k | 166.69 | |
| UnitedHealth (UNH) | 1.8 | $12M | 49k | 247.26 | |
| IAC/InterActive | 1.7 | $12M | 57k | 210.11 | |
| Abbott Laboratories (ABT) | 1.5 | $10M | 128k | 79.94 | |
| Home Depot (HD) | 1.3 | $9.0M | 47k | 191.89 | |
| Zebra Technologies Corp Cl A (ZBRA) | 1.3 | $9.0M | 43k | 209.53 | |
| Square Cl A (XYZ) | 1.3 | $8.8M | 118k | 74.92 | |
| Ptc (PTC) | 0.9 | $6.5M | 70k | 92.18 | |
| Cme Group Com Cl A (CME) | 0.7 | $5.2M | 32k | 164.58 | |
| Svmk Inc ordinary shares | 0.4 | $2.4M | 134k | 18.21 | |
| Lyft Cl A Com (LYFT) | 0.0 | $72k | 1.0k | 72.00 |
