Munro Partners as of March 31, 2020
Portfolio Holdings for Munro Partners
Munro Partners holds 23 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 21.2 | $115M | 59k | 1949.72 | |
| Microsoft Corporation (MSFT) | 9.6 | $52M | 330k | 157.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.3 | $45M | 39k | 1161.95 | |
| Facebook Cl A (META) | 5.0 | $27M | 162k | 166.80 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.6 | $25M | 528k | 47.79 | |
| Paypal Holdings (PYPL) | 4.2 | $23M | 237k | 95.74 | |
| Thermo Fisher Scientific (TMO) | 4.1 | $23M | 80k | 283.60 | |
| Abbott Laboratories (ABT) | 4.1 | $22M | 281k | 78.91 | |
| Danaher Corporation (DHR) | 4.0 | $22M | 156k | 138.41 | |
| Cme (CME) | 3.8 | $21M | 119k | 172.91 | |
| Visa Com Cl A (V) | 3.7 | $20M | 126k | 161.12 | |
| salesforce (CRM) | 3.5 | $19M | 132k | 143.98 | |
| Fiserv (FI) | 3.2 | $17M | 183k | 94.99 | |
| Mastercard Cl A (MA) | 3.1 | $17M | 71k | 241.56 | |
| Fidelity National Information Services (FIS) | 3.1 | $17M | 139k | 121.64 | |
| Servicenow (NOW) | 3.1 | $17M | 59k | 286.58 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $14M | 44k | 318.24 | |
| Atlassian Corp Cl A | 2.5 | $13M | 98k | 137.26 | |
| NVIDIA Corporation (NVDA) | 2.4 | $13M | 50k | 263.60 | |
| S&p Global (SPGI) | 1.3 | $7.3M | 30k | 245.05 | |
| The Trade Desk Com Cl A (TTD) | 1.2 | $6.5M | 34k | 193.00 | |
| Crown Castle Intl (CCI) | 1.1 | $5.9M | 41k | 144.40 | |
| Starbucks Corporation (SBUX) | 0.5 | $2.6M | 40k | 65.74 |
