Munro Partners as of March 31, 2024
Portfolio Holdings for Munro Partners
Munro Partners holds 57 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 11.6 | $324M | 359k | 903.56 | |
| Microsoft Corporation (MSFT) | 7.9 | $221M | 526k | 420.72 | |
| Amazon (AMZN) | 7.8 | $217M | 1.2M | 180.38 | |
| Constellation Energy (CEG) | 5.9 | $164M | 887k | 184.85 | |
| Meta Platforms Cl A (META) | 5.1 | $142M | 292k | 485.58 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.1 | $142M | 1.0M | 136.05 | |
| Servicenow (NOW) | 4.4 | $122M | 161k | 762.40 | |
| Visa Com Cl A (V) | 4.0 | $111M | 397k | 279.08 | |
| Synopsys (SNPS) | 3.7 | $103M | 180k | 571.50 | |
| Mastercard Incorporated Cl A (MA) | 3.2 | $89M | 184k | 481.57 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.9 | $81M | 1.2M | 65.60 | |
| Chipotle Mexican Grill (CMG) | 2.8 | $78M | 27k | 2906.77 | |
| Intuit (INTU) | 2.7 | $76M | 117k | 650.00 | |
| Eli Lilly & Co. (LLY) | 2.5 | $71M | 91k | 777.96 | |
| Uber Technologies (UBER) | 2.4 | $68M | 884k | 76.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $66M | 436k | 150.93 | |
| Applied Materials (AMAT) | 2.2 | $63M | 303k | 206.23 | |
| Boston Scientific Corporation (BSX) | 2.2 | $62M | 910k | 68.49 | |
| Adobe Systems Incorporated (ADBE) | 2.2 | $61M | 120k | 504.60 | |
| Onto Innovation (ONTO) | 2.1 | $60M | 331k | 181.08 | |
| Pinterest Cl A (PINS) | 1.9 | $53M | 1.5M | 34.67 | |
| Lululemon Athletica (LULU) | 1.7 | $47M | 120k | 390.65 | |
| Airbnb Com Cl A (ABNB) | 1.6 | $45M | 274k | 164.96 | |
| CRH Ord (CRH) | 1.6 | $44M | 508k | 86.26 | |
| Nextracker Class A Com (NXT) | 1.5 | $41M | 729k | 56.27 | |
| On Hldg Namen Akt A (ONON) | 1.4 | $40M | 1.1M | 35.38 | |
| Sharkninja Com Shs (SN) | 1.3 | $36M | 581k | 62.29 | |
| Micron Technology (MU) | 1.1 | $31M | 265k | 117.89 | |
| Applovin Corp Com Cl A (APP) | 1.1 | $31M | 452k | 69.22 | |
| Axon Enterprise (AXON) | 0.7 | $20M | 65k | 312.88 | |
| Clean Harbors (CLH) | 0.3 | $8.5M | 42k | 201.31 | |
| Quanta Services (PWR) | 0.2 | $6.3M | 24k | 259.80 | |
| Waste Management (WM) | 0.2 | $6.2M | 29k | 213.15 | |
| Comfort Systems USA (FIX) | 0.2 | $6.1M | 19k | 317.71 | |
| Linde SHS (LIN) | 0.2 | $6.1M | 13k | 464.32 | |
| Core & Main Cl A (CNM) | 0.2 | $5.3M | 92k | 57.25 | |
| Cameco Corporation (CCJ) | 0.2 | $5.2M | 120k | 43.32 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.2 | $5.0M | 145k | 34.50 | |
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $4.9M | 60k | 81.67 | |
| MercadoLibre (MELI) | 0.1 | $3.8M | 2.5k | 1511.96 | |
| Costco Wholesale Corporation (COST) | 0.1 | $3.5M | 4.7k | 732.63 | |
| Arm Holdings Sponsored Adr (ARM) | 0.1 | $3.2M | 26k | 124.99 | |
| Gartner (IT) | 0.1 | $3.2M | 6.6k | 476.67 | |
| Veralto Corp Com Shs (VLTO) | 0.1 | $2.8M | 31k | 88.66 | |
| Msci (MSCI) | 0.1 | $2.4M | 4.3k | 560.45 | |
| Broadcom (AVGO) | 0.1 | $2.2M | 1.7k | 1325.41 | |
| Nextera Energy (NEE) | 0.1 | $2.1M | 33k | 63.91 | |
| Vistra Energy (VST) | 0.1 | $2.0M | 29k | 69.65 | |
| Monolithic Power Systems (MPWR) | 0.1 | $2.0M | 2.9k | 677.42 | |
| Wix SHS (WIX) | 0.0 | $263k | 1.9k | 137.48 | |
| Tradeweb Mkts Cl A (TW) | 0.0 | $225k | 2.2k | 104.17 | |
| Maplebear (CART) | 0.0 | $200k | 5.4k | 37.29 | |
| Camtek Ord (CAMT) | 0.0 | $199k | 2.4k | 83.77 | |
| Godaddy Cl A (GDDY) | 0.0 | $139k | 1.2k | 118.68 | |
| Monday SHS (MNDY) | 0.0 | $97k | 430.00 | 225.87 | |
| Deckers Outdoor Corporation (DECK) | 0.0 | $93k | 99.00 | 941.26 | |
| Astera Labs (ALAB) | 0.0 | $37k | 500.00 | 74.19 |
