Munro Partners

Munro Partners as of June 30, 2022

Portfolio Holdings for Munro Partners

Munro Partners holds 29 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 10.4 $176M 686k 256.83
Visa Com Cl A (V) 9.2 $157M 796k 196.89
Danaher Corporation (DHR) 7.6 $129M 510k 253.52
UnitedHealth (UNH) 7.4 $127M 247k 513.63
Nextera Energy (NEE) 6.9 $118M 1.5M 77.46
Alphabet Cap Stk Cl A (GOOGL) 6.6 $113M 52k 2179.26
Mastercard Incorporated Cl A (MA) 6.2 $105M 333k 315.48
Raytheon Technologies Corp (RTX) 5.7 $97M 1.0M 96.11
Costco Wholesale Corporation (COST) 5.6 $95M 198k 479.28
Nutrien (NTR) 4.9 $83M 1.0M 79.69
Amazon (AMZN) 4.3 $74M 694k 106.21
Thermo Fisher Scientific (TMO) 4.2 $72M 133k 543.28
Cheniere Energy Com New (LNG) 3.9 $66M 493k 133.03
Constellation Energy (CEG) 3.8 $64M 1.1M 57.26
Servicenow (NOW) 3.7 $63M 133k 475.52
salesforce (CRM) 2.3 $38M 232k 165.04
NVIDIA Corporation (NVDA) 2.2 $38M 251k 151.59
Advanced Micro Devices (AMD) 1.7 $29M 381k 76.47
Intercontinental Exchange (ICE) 1.1 $19M 206k 94.04
Abbott Laboratories (ABT) 1.0 $16M 150k 108.65
American Electric Power Company (AEP) 0.3 $4.5M 47k 95.94
Waste Management (WM) 0.2 $4.0M 26k 152.98
American Water Works (AWK) 0.1 $2.5M 17k 148.77
Advanced Drain Sys Inc Del (WMS) 0.1 $2.0M 22k 90.07
Deere & Company (DE) 0.1 $1.9M 6.2k 299.47
Tesla Motors (TSLA) 0.1 $1.7M 2.6k 673.42
ON Semiconductor (ON) 0.1 $1.7M 34k 50.31
Waste Connections (WCN) 0.1 $1.5M 12k 123.96
Ball Corporation (BALL) 0.1 $1.4M 20k 68.77