Munro Partners
- SEC CIK
- 0001768744
- Latest filing
- Aug 10, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Oct 28, 2025. Long positions only.
- Positions
- 25
- No 13F data for Q4 2020
- Portfolio value
- $2.32B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 64,891 | $200.8M | 8.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 727,109 | $171.4M | 7.4% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 69,607 | $143.6M | 6.2% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 545,115 | $132.4M | 5.7% | – | – | History |
| NOWServiceNow, Inc. | Stock | 257,800 | $128.9M | 5.6% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,044,735 | $123.6M | 5.3% | – | – | History |
| DHRDanaher Corp | Stock | 520,900 | $117.2M | 5.0% | – | – | History |
| NVDANVIDIA Corp | Stock | 213,475 | $114.0M | 4.9% | – | – | History |
| MAMastercard Inc | Stock | 314,700 | $112.0M | 4.8% | – | – | History |
| NFLXNetflix Inc | Stock | 213,710 | $111.5M | 4.8% | – | – | History |
| NEENextera Energy Inc | Stock | 1,465,320 | $110.8M | 4.8% | – | – | History |
| ADBEAdobe Inc. | Stock | 199,485 | $94.8M | 4.1% | – | – | History |
| MUMicron Technology Inc | Stock | 1,059,600 | $93.5M | 4.0% | – | – | History |
| UBERUber Technologies, Inc | Stock | 1,481,400 | $80.8M | 3.5% | – | – | History |
| VVisa Inc. | Stock | 370,008 | $78.3M | 3.4% | – | – | History |
| ABTAbbott Laboratories | Stock | 649,577 | $77.8M | 3.4% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 199,160 | $70.2M | 3.0% | – | – | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 544,717 | $62.6M | 2.7% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 223,605 | $59.9M | 2.6% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 524,400 | $58.6M | 2.5% | – | – | History |
| DARDarling Ingredients Inc. | COM | 762,900 | $56.1M | 2.4% | – | – | History |
| TWLOTwilio Inc | CL A | 140,399 | $47.8M | 2.1% | – | – | History |
| TEAMAtlassian Corp | CL A | 209,905 | $44.2M | 1.9% | – | – | History |
| IBPInstalled Building Products, Inc. | COM | 196,083 | $21.7M | 0.9% | – | – | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 97,325 | $10.1M | 0.4% | – | – | History |