Munro Partners as of March 31, 2022
Portfolio Holdings for Munro Partners
Munro Partners holds 28 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.3 | $232M | 754k | 308.31 | |
| Danaher Corporation (DHR) | 8.3 | $231M | 788k | 293.33 | |
| Visa Com Cl A (V) | 6.2 | $174M | 785k | 221.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.1 | $170M | 61k | 2781.35 | |
| Nutrien (NTR) | 5.9 | $164M | 1.6M | 103.99 | |
| Amazon (AMZN) | 5.9 | $163M | 50k | 3259.95 | |
| NVIDIA Corporation (NVDA) | 5.0 | $140M | 512k | 272.86 | |
| Mastercard Incorporated Cl A (MA) | 4.8 | $133M | 372k | 357.38 | |
| Thermo Fisher Scientific (TMO) | 4.6 | $129M | 218k | 590.65 | |
| Advanced Micro Devices (AMD) | 4.6 | $127M | 1.2M | 109.34 | |
| Deere & Company (DE) | 4.5 | $125M | 301k | 415.46 | |
| Nextera Energy (NEE) | 4.3 | $121M | 1.4M | 84.71 | |
| Servicenow (NOW) | 3.9 | $109M | 196k | 556.89 | |
| UnitedHealth (UNH) | 3.8 | $105M | 205k | 509.97 | |
| Intercontinental Exchange (ICE) | 3.7 | $105M | 791k | 132.12 | |
| S&p Global (SPGI) | 3.6 | $100M | 244k | 410.18 | |
| Raytheon Technologies Corp (RTX) | 3.5 | $98M | 991k | 99.07 | |
| Abbott Laboratories (ABT) | 2.8 | $79M | 666k | 118.36 | |
| Advanced Drain Sys Inc Del (WMS) | 2.3 | $64M | 535k | 118.81 | |
| Ball Corporation (BALL) | 1.9 | $52M | 573k | 90.00 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $49M | 109k | 455.62 | |
| Walt Disney Company (DIS) | 1.6 | $44M | 322k | 137.16 | |
| ON Semiconductor (ON) | 1.1 | $32M | 512k | 62.61 | |
| Generac Holdings (GNRC) | 1.1 | $31M | 103k | 297.26 | |
| American Electric Power Company (AEP) | 0.1 | $3.4M | 34k | 99.77 | |
| Waste Management (WM) | 0.1 | $3.0M | 19k | 158.50 | |
| Tesla Motors (TSLA) | 0.1 | $2.0M | 1.9k | 1077.60 | |
| Honeywell International (HON) | 0.1 | $2.0M | 10k | 194.58 |
