Munro Partners as of June 30, 2019
Portfolio Holdings for Munro Partners
Munro Partners holds 27 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 9.2 | $54M | 28k | 1893.63 | |
| Microsoft Corporation (MSFT) | 8.6 | $50M | 375k | 133.96 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.2 | $48M | 44k | 1082.80 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 6.2 | $36M | 194k | 186.74 | |
| Danaher Corporation (DHR) | 4.7 | $28M | 193k | 142.92 | |
| Adobe Systems Incorporated (ADBE) | 4.5 | $26M | 89k | 294.65 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.4 | $26M | 153k | 169.45 | |
| Facebook Cl A (META) | 4.3 | $25M | 131k | 193.00 | |
| salesforce (CRM) | 4.2 | $25M | 161k | 151.73 | |
| Visa Com Cl A (V) | 4.2 | $24M | 140k | 173.55 | |
| Servicenow (NOW) | 4.0 | $23M | 84k | 274.57 | |
| Paypal Holdings (PYPL) | 4.0 | $23M | 202k | 114.46 | |
| Cisco Systems (CSCO) | 3.9 | $23M | 421k | 54.73 | |
| Boeing Company (BA) | 3.5 | $20M | 56k | 364.01 | |
| Stryker Corporation (SYK) | 3.3 | $19M | 94k | 205.58 | |
| United Rentals (URI) | 3.0 | $17M | 131k | 132.63 | |
| Netflix (NFLX) | 2.9 | $17M | 46k | 367.32 | |
| Thermo Fisher Scientific (TMO) | 2.7 | $16M | 53k | 293.68 | |
| Cme (CME) | 2.6 | $15M | 78k | 194.11 | |
| Mastercard Cl A (MA) | 2.5 | $15M | 55k | 264.53 | |
| International Flavors & Fragrances (IFF) | 2.5 | $14M | 99k | 145.09 | |
| Abbott Laboratories (ABT) | 2.2 | $13M | 154k | 84.10 | |
| Starbucks Corporation (SBUX) | 1.7 | $9.8M | 117k | 83.83 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.1 | $6.5M | 167k | 39.17 | |
| UnitedHealth (UNH) | 0.8 | $4.7M | 19k | 244.01 | |
| IAC/InterActive | 0.5 | $3.0M | 14k | 217.53 | |
| Slack Technologies Com Cl A | 0.3 | $1.6M | 42k | 37.50 |
