Munro Partners as of Sept. 30, 2021
Portfolio Holdings for Munro Partners
Munro Partners holds 27 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Danaher Corporation (DHR) | 7.7 | $225M | 739k | 304.44 | |
| Amazon (AMZN) | 7.2 | $209M | 64k | 3285.04 | |
| Microsoft Corporation (MSFT) | 7.1 | $206M | 731k | 281.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.0 | $203M | 76k | 2673.52 | |
| Servicenow (NOW) | 6.4 | $188M | 302k | 622.27 | |
| Nutrien (NTR) | 5.3 | $154M | 2.4M | 64.83 | |
| Paypal Holdings (PYPL) | 5.0 | $147M | 563k | 260.21 | |
| Thermo Fisher Scientific (TMO) | 4.9 | $144M | 252k | 571.33 | |
| Mastercard Incorporated Cl A (MA) | 4.4 | $129M | 371k | 347.68 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.1 | $120M | 1.1M | 111.65 | |
| Nextera Energy (NEE) | 3.9 | $113M | 1.4M | 78.52 | |
| NVIDIA Corporation (NVDA) | 3.8 | $111M | 533k | 207.16 | |
| Nike CL B (NKE) | 3.8 | $110M | 760k | 145.23 | |
| Visa Com Cl A (V) | 3.6 | $106M | 475k | 222.75 | |
| Advanced Micro Devices (AMD) | 3.3 | $97M | 940k | 102.90 | |
| Trane Technologies SHS (TT) | 3.2 | $93M | 540k | 172.65 | |
| Darling International (DAR) | 3.1 | $91M | 1.3M | 71.90 | |
| Abbott Laboratories (ABT) | 2.9 | $85M | 722k | 118.13 | |
| Adobe Systems Incorporated (ADBE) | 2.8 | $82M | 142k | 575.72 | |
| Advanced Drain Sys Inc Del (WMS) | 2.7 | $80M | 738k | 108.17 | |
| Square Cl A (XYZ) | 2.4 | $70M | 290k | 239.84 | |
| Intercontinental Exchange (ICE) | 2.3 | $68M | 590k | 114.82 | |
| ON Semiconductor (ON) | 1.8 | $53M | 1.2M | 45.77 | |
| Lululemon Athletica (LULU) | 1.2 | $36M | 88k | 404.70 | |
| Ball Corporation (BALL) | 0.0 | $594k | 6.6k | 89.97 | |
| Tesla Motors (TSLA) | 0.0 | $559k | 721.00 | 775.48 | |
| Air Products & Chemicals (APD) | 0.0 | $470k | 1.8k | 256.11 |
