Munro Partners as of Sept. 30, 2020
Portfolio Holdings for Munro Partners
Munro Partners holds 24 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Iboxx Hi Yd Etf Put Option (HYG) | 9.0 | $138M | 1.7M | 83.90 | |
| Amazon (AMZN) | 8.7 | $133M | 42k | 3148.73 | |
| Microsoft Corporation (MSFT) | 6.6 | $102M | 484k | 210.33 | |
| Danaher Corporation (DHR) | 6.2 | $95M | 442k | 215.33 | |
| Thermo Fisher Scientific (TMO) | 6.2 | $94M | 214k | 441.52 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.0 | $77M | 951k | 81.07 | |
| Charter Communications Inc N Cl A (CHTR) | 4.6 | $70M | 113k | 624.34 | |
| Facebook Cl A (META) | 4.2 | $65M | 246k | 261.90 | |
| Broadcom (AVGO) | 4.2 | $64M | 177k | 364.32 | |
| Servicenow (NOW) | 4.1 | $63M | 129k | 485.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $61M | 42k | 1465.60 | |
| Abbott Laboratories (ABT) | 3.9 | $60M | 548k | 108.83 | |
| Visa Com Cl A (V) | 3.9 | $60M | 298k | 199.97 | |
| Paypal Holdings (PYPL) | 3.5 | $54M | 276k | 197.03 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $54M | 111k | 490.43 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $53M | 158k | 338.17 | |
| Spotify Technology S A SHS (SPOT) | 3.1 | $48M | 198k | 242.57 | |
| Fidelity National Information Services (FIS) | 3.1 | $47M | 322k | 147.21 | |
| Qualcomm (QCOM) | 3.0 | $46M | 388k | 117.68 | |
| NVIDIA Corporation (NVDA) | 2.9 | $45M | 83k | 541.22 | |
| Atlassian Corp Cl A | 2.6 | $40M | 218k | 181.79 | |
| Veeva Sys Cl A Com (VEEV) | 2.4 | $36M | 129k | 281.19 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 1.2 | $19M | 231k | 81.76 | |
| Tesla Motors (TSLA) | 0.6 | $9.6M | 22k | 429.01 |
