Munro Partners as of Dec. 31, 2021
Portfolio Holdings for Munro Partners
Munro Partners holds 27 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 7.8 | $279M | 84k | 3334.34 | |
| Danaher Corporation (DHR) | 7.7 | $275M | 835k | 329.01 | |
| Microsoft Corporation (MSFT) | 7.5 | $269M | 800k | 336.32 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.4 | $266M | 92k | 2897.04 | |
| Servicenow (NOW) | 5.2 | $185M | 286k | 649.11 | |
| Nutrien (NTR) | 4.9 | $177M | 2.4M | 75.20 | |
| Thermo Fisher Scientific (TMO) | 4.7 | $167M | 251k | 667.24 | |
| NVIDIA Corporation (NVDA) | 4.6 | $164M | 558k | 294.11 | |
| Mastercard Incorporated Cl A (MA) | 4.6 | $163M | 453k | 359.32 | |
| Nextera Energy (NEE) | 4.2 | $152M | 1.6M | 93.36 | |
| Advanced Micro Devices (AMD) | 4.1 | $147M | 1.0M | 143.90 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.9 | $140M | 1.2M | 120.31 | |
| Visa Com Cl A (V) | 3.8 | $136M | 626k | 216.71 | |
| Netflix (NFLX) | 3.2 | $113M | 187k | 602.44 | |
| ON Semiconductor (ON) | 3.1 | $112M | 1.6M | 67.92 | |
| Intercontinental Exchange (ICE) | 3.1 | $111M | 812k | 136.77 | |
| Trane Technologies SHS (TT) | 3.0 | $108M | 535k | 202.03 | |
| Abbott Laboratories (ABT) | 2.8 | $100M | 708k | 140.74 | |
| Advanced Drain Sys Inc Del (WMS) | 2.7 | $98M | 718k | 136.13 | |
| Paypal Holdings (PYPL) | 2.7 | $95M | 506k | 188.58 | |
| Adobe Systems Incorporated (ADBE) | 2.6 | $94M | 165k | 567.06 | |
| Nike CL B (NKE) | 2.6 | $91M | 548k | 166.67 | |
| Lululemon Athletica (LULU) | 1.7 | $63M | 160k | 391.45 | |
| Tesla Motors (TSLA) | 1.0 | $36M | 34k | 1056.78 | |
| Snowflake Cl A (SNOW) | 0.9 | $34M | 100k | 338.75 | |
| Ball Corporation (BALL) | 0.1 | $2.7M | 28k | 96.27 | |
| Air Products & Chemicals (APD) | 0.1 | $2.0M | 6.5k | 304.26 |
