Munro Partners as of Dec. 31, 2019
Portfolio Holdings for Munro Partners
Munro Partners holds 26 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Hldg Sponsored Ads (BABA) | 14.1 | $100M | 470k | 212.10 | |
| Microsoft Corporation (MSFT) | 6.6 | $46M | 294k | 157.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.0 | $43M | 32k | 1339.39 | |
| Amazon (AMZN) | 5.6 | $39M | 21k | 1847.84 | |
| Visa Com Cl A (V) | 4.1 | $29M | 154k | 187.90 | |
| Thermo Fisher Scientific (TMO) | 4.0 | $29M | 88k | 324.87 | |
| Abbott Laboratories (ABT) | 4.0 | $28M | 327k | 86.86 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.0 | $28M | 486k | 58.10 | |
| Paypal Holdings (PYPL) | 3.7 | $26M | 241k | 108.17 | |
| Facebook Cl A (META) | 3.7 | $26M | 126k | 205.25 | |
| Adobe Systems Incorporated (ADBE) | 3.4 | $24M | 73k | 329.81 | |
| Nike CL B (NKE) | 3.4 | $24M | 237k | 101.31 | |
| Servicenow (NOW) | 3.3 | $24M | 84k | 282.32 | |
| NVIDIA Corporation (NVDA) | 3.3 | $23M | 100k | 235.30 | |
| The Trade Desk Com Cl A (TTD) | 3.3 | $23M | 89k | 259.78 | |
| salesforce (CRM) | 3.2 | $22M | 138k | 162.64 | |
| Starbucks Corporation (SBUX) | 3.1 | $22M | 251k | 87.92 | |
| Mastercard Cl A (MA) | 3.0 | $22M | 72k | 298.59 | |
| Stryker Corporation (SYK) | 3.0 | $21M | 101k | 209.94 | |
| Keysight Technologies (KEYS) | 3.0 | $21M | 205k | 102.63 | |
| Danaher Corporation (DHR) | 2.8 | $20M | 131k | 153.48 | |
| Fidelity National Information Services (FIS) | 2.8 | $20M | 144k | 139.09 | |
| Fiserv (FI) | 2.7 | $19M | 167k | 115.63 | |
| Cme (CME) | 2.3 | $16M | 81k | 200.72 | |
| Thor Industries (THO) | 1.5 | $10M | 139k | 74.29 | |
| Envista Hldgs Corp (NVST) | 0.1 | $495k | 17k | 29.64 |
