Munro Partners as of Dec. 31, 2020
Portfolio Holdings for Munro Partners
Munro Partners holds 28 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 11.6 | $267M | 850k | 313.74 | |
| Amazon (AMZN) | 7.1 | $165M | 51k | 3256.93 | |
| Microsoft Corporation (MSFT) | 5.6 | $130M | 583k | 222.42 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.9 | $113M | 1.0M | 109.04 | |
| Servicenow (NOW) | 4.9 | $113M | 205k | 550.43 | |
| Danaher Corporation (DHR) | 4.2 | $98M | 439k | 222.14 | |
| Paypal Holdings (PYPL) | 4.2 | $97M | 414k | 234.20 | |
| Nextera Energy (NEE) | 3.7 | $86M | 1.1M | 77.15 | |
| Broadcom (AVGO) | 3.6 | $83M | 190k | 437.85 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $80M | 225k | 356.94 | |
| Charter Communications Inc N Cl A (CHTR) | 3.3 | $77M | 116k | 661.55 | |
| Facebook Cl A (META) | 3.3 | $76M | 280k | 273.16 | |
| Adobe Systems Incorporated (ADBE) | 3.2 | $74M | 148k | 500.12 | |
| Visa Com Cl A (V) | 3.0 | $70M | 320k | 218.73 | |
| Qualcomm (QCOM) | 3.0 | $69M | 456k | 152.34 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $69M | 39k | 1752.64 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $67M | 144k | 465.78 | |
| Spotify Technology S A SHS (SPOT) | 2.7 | $61M | 195k | 314.66 | |
| Atlassian Corp Cl A | 2.6 | $61M | 261k | 233.87 | |
| Micron Technology (MU) | 2.6 | $59M | 789k | 75.18 | |
| Intercontinental Exchange (ICE) | 2.5 | $58M | 505k | 115.29 | |
| NVIDIA Corporation (NVDA) | 2.4 | $56M | 108k | 522.20 | |
| Abbott Laboratories (ABT) | 2.3 | $54M | 489k | 109.49 | |
| Veeva Sys Cl A Com (VEEV) | 2.2 | $51M | 186k | 272.25 | |
| Netflix (NFLX) | 2.1 | $48M | 88k | 540.73 | |
| Uber Technologies (UBER) | 2.0 | $47M | 912k | 51.00 | |
| Tesla Motors (TSLA) | 2.0 | $46M | 66k | 705.67 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 1.4 | $31M | 283k | 109.98 |
