Munro Partners as of June 30, 2021
Portfolio Holdings for Munro Partners
Munro Partners holds 23 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 8.2 | $239M | 69k | 3440.16 | |
| Microsoft Corporation (MSFT) | 7.6 | $220M | 811k | 270.90 | |
| Servicenow (NOW) | 6.8 | $199M | 361k | 549.55 | |
| NVIDIA Corporation (NVDA) | 6.3 | $184M | 230k | 800.10 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.3 | $182M | 75k | 2441.79 | |
| Danaher Corporation (DHR) | 6.2 | $179M | 667k | 268.36 | |
| Paypal Holdings (PYPL) | 5.5 | $160M | 550k | 291.48 | |
| Adobe Systems Incorporated (ADBE) | 4.5 | $132M | 225k | 585.64 | |
| Mastercard Incorporated Cl A (MA) | 4.3 | $125M | 343k | 365.09 | |
| Nutrien (NTR) | 4.3 | $124M | 2.0M | 60.61 | |
| Nextera Energy (NEE) | 4.1 | $119M | 1.6M | 73.28 | |
| Trane Technologies SHS (TT) | 3.7 | $106M | 576k | 184.14 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.6 | $105M | 873k | 120.16 | |
| Visa Com Cl A (V) | 3.6 | $105M | 448k | 233.82 | |
| Abbott Laboratories (ABT) | 3.5 | $102M | 881k | 115.93 | |
| Uber Technologies (UBER) | 3.5 | $102M | 2.0M | 50.12 | |
| Netflix (NFLX) | 3.0 | $86M | 163k | 528.21 | |
| Darling International (DAR) | 2.9 | $85M | 1.3M | 67.50 | |
| Costco Wholesale Corporation (COST) | 2.8 | $83M | 209k | 395.67 | |
| Square Cl A (XYZ) | 2.6 | $77M | 315k | 243.80 | |
| Advanced Drain Sys Inc Del (WMS) | 2.5 | $74M | 632k | 116.57 | |
| Intercontinental Exchange (ICE) | 2.5 | $74M | 620k | 118.70 | |
| Nike CL B (NKE) | 1.6 | $46M | 297k | 154.49 |
