Munro Partners
- SEC CIK
- 0001768744
- Latest filing
- Aug 10, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Oct 28, 2025. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 23
- −2 vs. Q1 2021
- Portfolio value
- $2.90B
- +$581.3M (+25.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 69,351 | $238.6M | 8.2% | +4,460+6.9% | Added | History |
| MSFTMicrosoft Corp | Stock | 810,889 | $219.7M | 7.6% | +83,780+11.5% | Added | History |
| NOWServiceNow, Inc. | Stock | 361,155 | $198.5M | 6.8% | +103,355+40.1% | Added | History |
| NVDANVIDIA Corp | Stock | 229,615 | $183.7M | 6.3% | +16,140+7.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 74,539 | $182.0M | 6.3% | +4,932+7.1% | Added | History |
| DHRDanaher Corp | Stock | 666,645 | $178.9M | 6.2% | +145,745+28.0% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 550,125 | $160.4M | 5.5% | +5,010+0.9% | Added | History |
| ADBEAdobe Inc. | Stock | 225,000 | $131.8M | 4.5% | +25,515+12.8% | Added | History |
| MAMastercard Inc | Stock | 343,035 | $125.2M | 4.3% | +28,335+9.0% | Added | History |
| NTRNutrien Ltd. | COM | 2,042,618 | $123.8M | 4.3% | +2,042,618 | New | History |
| NEENextera Energy Inc | Stock | 1,619,070 | $118.6M | 4.1% | +153,750+10.5% | Added | History |
| TTTrane Technologies plc | SHS | 576,045 | $106.1M | 3.7% | +576,045 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 873,225 | $104.9M | 3.6% | −171,510−16.4% | Reduced | History |
| VVisa Inc. | Stock | 448,343 | $104.8M | 3.6% | +78,335+21.2% | Added | History |
| ABTAbbott Laboratories | Stock | 880,812 | $102.1M | 3.5% | +231,235+35.6% | Added | History |
| UBERUber Technologies, Inc | Stock | 2,028,545 | $101.7M | 3.5% | +547,145+36.9% | Added | History |
| NFLXNetflix Inc | Stock | 162,465 | $85.8M | 3.0% | −51,245−24.0% | Reduced | History |
| DARDarling Ingredients Inc. | COM | 1,260,976 | $85.1M | 2.9% | +498,076+65.3% | Added | History |
| COSTCostco Wholesale Corp | Stock | 208,685 | $82.6M | 2.8% | +9,525+4.8% | Added | History |
| XYZBlock, Inc. | CL A | 314,650 | $76.7M | 2.6% | +314,650 | New | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 631,760 | $73.6M | 2.5% | +534,435+549.1% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 619,800 | $73.6M | 2.5% | +95,400+18.2% | Added | History |
| NKENIKE, Inc. | Stock | 297,050 | $45.9M | 1.6% | +297,050 | New | History |
Sold out since Q1 2021 (6)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 1,059,600 | $93.5M | 4.0% | 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 |
| 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 |