Munro Partners as of June 30, 2020
Portfolio Holdings for Munro Partners
Munro Partners holds 24 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 10.6 | $94M | 34k | 2758.82 | |
| Microsoft Corporation (MSFT) | 8.8 | $78M | 384k | 203.51 | |
| Danaher Corporation (DHR) | 6.0 | $53M | 302k | 176.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $53M | 37k | 1418.05 | |
| Thermo Fisher Scientific (TMO) | 5.9 | $52M | 144k | 362.34 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.9 | $52M | 919k | 56.77 | |
| Facebook Cl A (META) | 5.1 | $46M | 201k | 227.07 | |
| Mastercard Incorporated Cl A (MA) | 4.7 | $42M | 141k | 295.70 | |
| Servicenow (NOW) | 4.7 | $42M | 102k | 405.06 | |
| Paypal Holdings (PYPL) | 4.2 | $37M | 215k | 174.23 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $37M | 84k | 435.31 | |
| Visa Com Cl A (V) | 4.0 | $35M | 183k | 193.17 | |
| NVIDIA Corporation (NVDA) | 3.8 | $34M | 88k | 379.91 | |
| Cme (CME) | 3.8 | $33M | 205k | 162.54 | |
| Charter Communications Inc N Cl A (CHTR) | 3.4 | $30M | 59k | 510.04 | |
| Broadcom (AVGO) | 3.2 | $28M | 90k | 315.61 | |
| Fidelity National Information Services (FIS) | 3.2 | $28M | 210k | 134.09 | |
| Atlassian Corp Cl A | 3.0 | $27M | 148k | 180.27 | |
| Abbott Laboratories (ABT) | 2.9 | $26M | 283k | 91.43 | |
| Veeva Sys Cl A Com (VEEV) | 2.4 | $21M | 90k | 234.42 | |
| Spotify Technology S A SHS (SPOT) | 1.9 | $17M | 66k | 258.19 | |
| S&p Global (SPGI) | 1.8 | $16M | 48k | 329.48 | |
| The Trade Desk Com Cl A (TTD) | 0.4 | $3.8M | 9.3k | 406.50 | |
| Fiserv (FI) | 0.3 | $2.3M | 24k | 97.62 |
