Munro Partners as of Dec. 31, 2023
Portfolio Holdings for Munro Partners
Munro Partners holds 52 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 10.9 | $244M | 1.6M | 151.94 | |
| NVIDIA Corporation (NVDA) | 8.2 | $184M | 371k | 495.22 | |
| Microsoft Corporation (MSFT) | 7.0 | $156M | 414k | 376.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.0 | $112M | 804k | 139.69 | |
| Visa Com Cl A (V) | 4.9 | $110M | 423k | 260.35 | |
| Servicenow (NOW) | 4.8 | $107M | 152k | 706.49 | |
| Constellation Energy (CEG) | 3.6 | $81M | 693k | 116.89 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $79M | 133k | 596.60 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $79M | 185k | 426.51 | |
| Meta Platforms Cl A (META) | 3.5 | $78M | 220k | 353.96 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.3 | $75M | 1.2M | 63.13 | |
| Intuit (INTU) | 3.1 | $68M | 109k | 625.03 | |
| Chipotle Mexican Grill (CMG) | 2.9 | $64M | 28k | 2286.96 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.8 | $62M | 595k | 104.00 | |
| Eli Lilly & Co. (LLY) | 2.7 | $61M | 104k | 582.92 | |
| UnitedHealth (UNH) | 2.7 | $60M | 114k | 526.47 | |
| Lululemon Athletica (LULU) | 2.7 | $60M | 117k | 511.29 | |
| Uber Technologies (UBER) | 2.4 | $55M | 885k | 61.57 | |
| Boston Scientific Corporation (BSX) | 2.4 | $53M | 911k | 57.81 | |
| Synopsys (SNPS) | 2.2 | $49M | 95k | 514.91 | |
| Pinterest Cl A (PINS) | 2.0 | $44M | 1.2M | 37.04 | |
| Applied Materials (AMAT) | 1.8 | $41M | 255k | 162.07 | |
| On Hldg Namen Akt A (ONON) | 1.8 | $41M | 1.5M | 26.97 | |
| Camtek Ord (CAMT) | 1.6 | $35M | 510k | 69.38 | |
| Sharkninja Com Shs (SN) | 1.5 | $33M | 637k | 51.17 | |
| Airbnb Com Cl A (ABNB) | 1.4 | $32M | 232k | 136.14 | |
| Onto Innovation (ONTO) | 1.4 | $31M | 200k | 152.90 | |
| Broadcom (AVGO) | 1.3 | $29M | 26k | 1116.25 | |
| Clean Harbors (CLH) | 1.1 | $26M | 146k | 174.51 | |
| Costco Wholesale Corporation (COST) | 0.8 | $19M | 28k | 660.08 | |
| Cameco Corporation (CCJ) | 0.7 | $15M | 356k | 43.10 | |
| Waste Management (WM) | 0.2 | $5.4M | 30k | 179.10 | |
| Linde SHS (LIN) | 0.2 | $4.7M | 12k | 410.71 | |
| Arm Holdings Sponsored Adr (ARM) | 0.2 | $4.3M | 57k | 75.14 | |
| Msci (MSCI) | 0.2 | $4.1M | 7.3k | 565.65 | |
| Nextracker Class A Com (NXT) | 0.2 | $4.0M | 86k | 46.85 | |
| Quanta Services (PWR) | 0.2 | $4.0M | 19k | 215.80 | |
| Core & Main Cl A (CNM) | 0.2 | $4.0M | 98k | 40.41 | |
| MercadoLibre (MELI) | 0.2 | $4.0M | 2.5k | 1571.54 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $3.1M | 38k | 82.26 | |
| Comfort Systems USA (FIX) | 0.1 | $3.1M | 15k | 205.67 | |
| Nextera Energy (NEE) | 0.1 | $3.1M | 51k | 60.74 | |
| Gartner (IT) | 0.1 | $3.0M | 6.7k | 451.11 | |
| Targa Res Corp (TRGP) | 0.1 | $2.5M | 29k | 86.87 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.1 | $2.2M | 63k | 34.51 | |
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.9M | 40k | 48.03 | |
| Johnson Ctls Intl SHS (JCI) | 0.1 | $1.6M | 27k | 57.64 | |
| Tradeweb Mkts Cl A (TW) | 0.0 | $172k | 1.9k | 90.88 | |
| Applovin Corp Com Cl A (APP) | 0.0 | $162k | 4.1k | 39.85 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $117k | 175.00 | 668.43 | |
| Godaddy Cl A (GDDY) | 0.0 | $116k | 1.1k | 106.16 | |
| Monolithic Power Systems (MPWR) | 0.0 | $88k | 140.00 | 630.78 |
