Munro Partners as of Sept. 30, 2019
Portfolio Holdings for Munro Partners
Munro Partners holds 29 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT) | 7.9 | $48M | 336k | 143.08 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $42M | 35k | 1221.14 | |
| Amazon (AMZN) | 6.9 | $42M | 24k | 1735.91 | |
| Microsoft Corporation (MSFT) | 6.6 | $40M | 288k | 139.03 | |
| Visa Com Cl A (V) | 4.6 | $28M | 163k | 172.01 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.2 | $26M | 553k | 46.48 | |
| Thermo Fisher Scientific (TMO) | 4.2 | $25M | 87k | 291.27 | |
| Paypal Holdings (PYPL) | 4.1 | $25M | 239k | 103.59 | |
| Stryker Corporation (SYK) | 3.6 | $22M | 100k | 216.30 | |
| Fidelity National Information Services (FIS) | 3.5 | $22M | 162k | 132.76 | |
| Cisco Systems (CSCO) | 3.5 | $21M | 432k | 49.41 | |
| Facebook Cl A (META) | 3.4 | $21M | 115k | 178.08 | |
| Danaher Corporation (DHR) | 3.3 | $20M | 140k | 144.43 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.3 | $20M | 118k | 167.23 | |
| salesforce (CRM) | 3.1 | $19M | 128k | 148.44 | |
| Boeing Company (BA) | 3.1 | $19M | 49k | 380.47 | |
| Servicenow (NOW) | 3.0 | $18M | 71k | 253.85 | |
| Nike CL B (NKE) | 3.0 | $18M | 192k | 93.92 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $18M | 65k | 276.25 | |
| Abbott Laboratories (ABT) | 2.9 | $18M | 213k | 83.67 | |
| Mastercard Cl A (MA) | 2.9 | $17M | 64k | 271.57 | |
| Cme (CME) | 2.8 | $17M | 81k | 211.34 | |
| Starbucks Corporation (SBUX) | 2.7 | $16M | 182k | 88.42 | |
| IAC/InterActive | 2.6 | $16M | 72k | 217.97 | |
| Fiserv (FI) | 1.5 | $9.2M | 89k | 103.59 | |
| Keysight Technologies (KEYS) | 1.4 | $8.6M | 89k | 97.25 | |
| UnitedHealth (UNH) | 0.7 | $4.3M | 20k | 217.32 | |
| Alteryx Com Cl A | 0.6 | $3.4M | 32k | 107.43 | |
| Roku Com Cl A (ROKU) | 0.5 | $3.3M | 32k | 101.76 |
