Munro Partners as of March 31, 2021
Portfolio Holdings for Munro Partners
Munro Partners holds 25 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 8.6 | $201M | 65k | 3094.08 | |
| Microsoft Corporation (MSFT) | 7.4 | $171M | 727k | 235.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $144M | 70k | 2062.52 | |
| Paypal Holdings (PYPL) | 5.7 | $132M | 545k | 242.84 | |
| Servicenow (NOW) | 5.6 | $129M | 258k | 500.11 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.3 | $124M | 1.0M | 118.28 | |
| Danaher Corporation (DHR) | 5.0 | $117M | 521k | 225.08 | |
| NVIDIA Corporation (NVDA) | 4.9 | $114M | 214k | 533.93 | |
| Mastercard Incorporated Cl A (MA) | 4.8 | $112M | 315k | 356.05 | |
| Netflix (NFLX) | 4.8 | $112M | 214k | 521.66 | |
| Nextera Energy (NEE) | 4.8 | $111M | 1.5M | 75.61 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $95M | 200k | 475.37 | |
| Micron Technology (MU) | 4.0 | $94M | 1.1M | 88.21 | |
| Uber Technologies (UBER) | 3.5 | $81M | 1.5M | 54.51 | |
| Visa Com Cl A (V) | 3.4 | $78M | 370k | 211.73 | |
| Abbott Laboratories (ABT) | 3.4 | $78M | 650k | 119.84 | |
| Costco Wholesale Corporation (COST) | 3.0 | $70M | 199k | 352.48 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 2.7 | $63M | 545k | 115.00 | |
| Spotify Technology S A SHS (SPOT) | 2.6 | $60M | 224k | 267.95 | |
| Intercontinental Exchange (ICE) | 2.5 | $59M | 524k | 111.68 | |
| Darling International (DAR) | 2.4 | $56M | 763k | 73.58 | |
| Twilio Cl A (TWLO) | 2.1 | $48M | 140k | 340.76 | |
| Atlassian Corp Cl A | 1.9 | $44M | 210k | 210.76 | |
| Installed Bldg Prods (IBP) | 0.9 | $22M | 196k | 110.88 | |
| Advanced Drain Sys Inc Del (WMS) | 0.4 | $10M | 97k | 103.39 |
