Munro Partners

Munro Partners as of June 30, 2023

Portfolio Holdings for Munro Partners

Munro Partners holds 33 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 10.2 $222M 653k 340.54
NVIDIA Corporation (NVDA) 7.7 $168M 396k 423.02
Alphabet Cap Stk Cl A (GOOGL) 6.7 $144M 1.2M 119.70
Amazon (AMZN) 6.4 $139M 1.1M 130.36
Servicenow (NOW) 5.9 $127M 226k 561.97
Visa Com Cl A (V) 5.6 $123M 516k 237.48
Liberty Media Corp Del Com Ser C Frmla 5.1 $112M 1.5M 75.28
Mastercard Incorporated Cl A (MA) 4.9 $107M 271k 393.30
Eli Lilly & Co. (LLY) 4.5 $97M 207k 468.98
Costco Wholesale Corporation (COST) 4.2 $91M 169k 538.38
Synopsys (SNPS) 3.8 $82M 189k 435.41
ON Semiconductor (ON) 3.6 $78M 823k 94.58
Chipotle Mexican Grill (CMG) 3.4 $75M 35k 2139.00
Waste Management (WM) 3.1 $67M 387k 173.42
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 2.9 $63M 623k 100.92
Constellation Energy (CEG) 2.9 $63M 684k 91.55
Netflix (NFLX) 2.9 $62M 141k 440.49
Lululemon Athletica (LULU) 2.7 $58M 153k 378.50
UnitedHealth (UNH) 2.6 $57M 119k 480.64
Applied Materials (AMAT) 2.2 $48M 330k 144.54
Nextera Energy (NEE) 2.2 $48M 641k 74.20
Airbnb Com Cl A (ABNB) 1.7 $37M 288k 128.16
Dex (DXCM) 1.4 $31M 240k 128.51
Progressive Corporation (PGR) 1.3 $29M 217k 132.37
First Solar (FSLR) 1.1 $23M 123k 190.09
Quanta Services (PWR) 0.2 $5.0M 25k 196.45
Clean Harbors (CLH) 0.2 $4.0M 25k 164.43
Linde SHS (LIN) 0.2 $3.4M 9.0k 381.08
Waste Connections (WCN) 0.1 $2.6M 18k 142.93
Gfl Environmental Sub Vtg Shs (GFL) 0.1 $2.3M 59k 38.80
Tesla Motors (TSLA) 0.1 $2.3M 8.7k 261.77
Msci (MSCI) 0.1 $2.1M 4.4k 469.29
Nextracker Class A Com (NXT) 0.0 $960k 24k 39.81