Munro Partners
- SEC CIK
- 0001768744
- Latest filing
- Aug 10, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Oct 28, 2025. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 27
- +4 vs. Q2 2021
- Portfolio value
- $2.92B
- +$16.0M (+0.5%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DHRDanaher Corp | Stock | 738,530 | $224.8M | 7.7% | +71,885+10.8% | Added | History |
| AMZNAmazon Com Inc | Stock | 63,741 | $209.4M | 7.2% | −5,610−8.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 730,754 | $206.0M | 7.1% | −80,135−9.9% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 76,004 | $203.2M | 7.0% | +1,465+2.0% | Added | History |
| NOWServiceNow, Inc. | Stock | 302,189 | $188.0M | 6.4% | −58,966−16.3% | Reduced | History |
| NTRNutrien Ltd. | COM | 2,371,339 | $153.7M | 5.3% | +328,721+16.1% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 563,286 | $146.6M | 5.0% | +13,161+2.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 252,210 | $144.1M | 4.9% | +252,210 | New | History |
| MAMastercard Inc | Stock | 371,150 | $129.0M | 4.4% | +28,115+8.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,077,915 | $120.3M | 4.1% | +204,690+23.4% | Added | History |
| NEENextera Energy Inc | Stock | 1,435,263 | $112.7M | 3.9% | −183,807−11.4% | Reduced | History |
| NVDANVIDIA Corp | Stock | 533,320 | $110.5M | 3.8% | −385,140−41.9% | ReducedConverted for a 4-for-1 split | History |
| NKENIKE, Inc. | Stock | 759,900 | $110.4M | 3.8% | +462,850+155.8% | Added | History |
| VVisa Inc. | Stock | 474,838 | $105.8M | 3.6% | +26,495+5.9% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 939,962 | $96.7M | 3.3% | +939,962 | New | History |
| TTTrane Technologies plc | SHS | 539,638 | $93.2M | 3.2% | −36,407−6.3% | Reduced | History |
| DARDarling Ingredients Inc. | COM | 1,262,804 | $90.8M | 3.1% | +1,828+0.1% | Added | History |
| ABTAbbott Laboratories | Stock | 721,567 | $85.2M | 2.9% | −159,245−18.1% | Reduced | History |
| ADBEAdobe Inc. | Stock | 142,425 | $82.0M | 2.8% | −82,575−36.7% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 738,233 | $79.9M | 2.7% | +106,473+16.9% | Added | History |
| XYZBlock, Inc. | CL A | 289,585 | $69.5M | 2.4% | −25,065−8.0% | Reduced | History |
| ICEIntercontinental Exchange, Inc. | Stock | 589,570 | $67.7M | 2.3% | −30,230−4.9% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 1,163,596 | $53.3M | 1.8% | +1,163,596 | New | History |
| LULUlululemon athletica inc. | Stock | 88,100 | $35.7M | 1.2% | +88,100 | New | History |
| BALLBALL Corp | COM | 6,606 | $594.3K | <0.1% | +6,606 | New | History |
| TSLATesla, Inc. | Stock | 721 | $559.1K | <0.1% | +721 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,836 | $470.2K | <0.1% | +1,836 | New | History |
Sold out since Q2 2021 (3)
Positions held at the end of Q2 2021 that are gone from this filing.