Munro Partners as of March 31, 2026
Portfolio Holdings for Munro Partners
Munro Partners holds 59 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 9.8 | $288M | 1.7M | 174.40 | |
| Ge Vernova (GEV) | 7.7 | $227M | 260k | 872.90 | |
| Amazon (AMZN) | 5.6 | $166M | 799k | 208.27 | |
| Nextera Energy (NEE) | 4.9 | $143M | 1.5M | 92.88 | |
| Broadcom (AVGO) | 4.3 | $126M | 408k | 309.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $125M | 436k | 287.56 | |
| Tko Group Holdings Cl A (TKO) | 4.2 | $123M | 611k | 201.65 | |
| Eaton Corp SHS (ETN) | 4.0 | $118M | 329k | 357.67 | |
| Targa Res Corp (TRGP) | 3.6 | $108M | 429k | 250.73 | |
| Johnson Controls Internation SHS (JCI) | 3.6 | $106M | 808k | 130.95 | |
| Mastercard Incorporated Cl A (MA) | 3.5 | $103M | 206k | 499.66 | |
| Eli Lilly & Co. (LLY) | 3.2 | $94M | 102k | 919.77 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 3.1 | $91M | 1.1M | 85.02 | |
| Raytheon Technologies Corp (RTX) | 2.9 | $87M | 449k | 192.90 | |
| Ciena Corp Com New (CIEN) | 2.8 | $84M | 215k | 388.23 | |
| Howmet Aerospace (HWM) | 2.8 | $83M | 359k | 230.46 | |
| Sterling Construction Company (STRL) | 2.3 | $67M | 165k | 407.27 | |
| Ge Aerospace Com New (GE) | 2.2 | $65M | 228k | 283.77 | |
| McKesson Corporation (MCK) | 2.0 | $60M | 69k | 865.36 | |
| Lumentum Hldgs (LITE) | 1.7 | $52M | 73k | 702.76 | |
| Bwx Technologies (BWXT) | 1.7 | $50M | 246k | 204.49 | |
| Quanta Services (PWR) | 1.7 | $49M | 90k | 549.02 | |
| CF Industries Holdings (CF) | 1.6 | $48M | 373k | 129.84 | |
| Legence Corp Cl A (LGN) | 1.4 | $42M | 748k | 56.46 | |
| Linde SHS (LIN) | 1.1 | $32M | 65k | 495.76 | |
| Comfort Systems USA (FIX) | 1.0 | $29M | 21k | 1378.99 | |
| D R S Technologies (DRS) | 0.9 | $28M | 627k | 44.52 | |
| Brookfield Infrastructure Pa Lp Int Unit (BIP) | 0.9 | $26M | 712k | 36.12 | |
| Modine Manufacturing (MOD) | 0.9 | $26M | 118k | 216.71 | |
| Vertiv Holdings Com Cl A (VRT) | 0.8 | $23M | 93k | 250.58 | |
| Gfl Environmental Sub Vtg Shs (GFL) | 0.7 | $22M | 520k | 41.72 | |
| CRH Ord (CRH) | 0.7 | $19M | 183k | 105.12 | |
| Cameco Corporation (CCJ) | 0.6 | $18M | 165k | 108.61 | |
| Curtiss-Wright (CW) | 0.6 | $17M | 25k | 681.12 | |
| Primoris Services (PRIM) | 0.5 | $16M | 112k | 143.04 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.5 | $15M | 219k | 67.07 | |
| Constellation Energy (CEG) | 0.5 | $14M | 50k | 279.25 | |
| Construction Partners Com Cl A (ROAD) | 0.5 | $14M | 126k | 111.12 | |
| HEICO Corporation (HEI) | 0.5 | $13M | 49k | 274.20 | |
| Aar (AIR) | 0.4 | $13M | 119k | 109.46 | |
| Clean Harbors (CLH) | 0.4 | $12M | 41k | 286.73 | |
| Coherent Corp (COHR) | 0.3 | $9.8M | 41k | 238.21 | |
| NiSource (NI) | 0.3 | $9.8M | 210k | 46.66 | |
| NOVA MEASURING Instruments L (NVMI) | 0.3 | $9.3M | 22k | 434.28 | |
| Powell Industries (POWL) | 0.3 | $7.9M | 15k | 541.08 | |
| Nextpower Class A Com (NXT) | 0.3 | $7.9M | 66k | 120.55 | |
| Vectrus (VVX) | 0.3 | $7.6M | 111k | 68.50 | |
| Solstice Advanced Matls Com Shs (SOLS) | 0.2 | $7.2M | 95k | 76.16 | |
| Argan (AGX) | 0.2 | $7.2M | 13k | 544.65 | |
| CBOE Holdings (CBOE) | 0.2 | $6.8M | 24k | 281.07 | |
| Microsoft Corporation (MSFT) | 0.2 | $5.7M | 15k | 370.17 | |
| Rambus (RMBS) | 0.2 | $5.5M | 64k | 86.03 | |
| Celestica (CLS) | 0.2 | $5.5M | 20k | 281.68 | |
| Littelfuse (LFUS) | 0.2 | $5.5M | 16k | 339.35 | |
| Teradyne (TER) | 0.2 | $4.5M | 15k | 296.46 | |
| Medline Com Cl A (MDLN) | 0.1 | $4.1M | 91k | 44.50 | |
| Forgent Power Solutions Com Shs Cl A (FPS) | 0.1 | $2.9M | 100k | 29.27 | |
| Sharkninja Com Shs (SN) | 0.1 | $2.2M | 20k | 105.90 | |
| Meta Platforms Cl A (META) | 0.0 | $1.2M | 2.0k | 572.13 |
