Munro Partners
- SEC CIK
- 0001768744
- Latest filing
- Aug 10, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Oct 28, 2025. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 27
- 0 vs. Q3 2021
- Portfolio value
- $3.58B
- +$658.1M (+22.5%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 83,661 | $279.0M | 7.8% | +19,920+31.3% | Added | History |
| DHRDanaher Corp | Stock | 834,580 | $274.6M | 7.7% | +96,050+13.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 800,319 | $269.2M | 7.5% | +69,565+9.5% | Added | History |
| GOOGLAlphabet Inc. | Stock | 91,654 | $265.5M | 7.4% | +15,650+20.6% | Added | History |
| NOWServiceNow, Inc. | Stock | 285,594 | $185.4M | 5.2% | −16,595−5.5% | Reduced | History |
| NTRNutrien Ltd. | COM | 2,351,549 | $176.8M | 4.9% | −19,790−0.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 250,925 | $167.4M | 4.7% | −1,285−0.5% | Reduced | History |
| NVDANVIDIA Corp | Stock | 557,922 | $164.1M | 4.6% | +24,602+4.6% | Added | History |
| MAMastercard Inc | Stock | 453,120 | $162.8M | 4.6% | +81,970+22.1% | Added | History |
| NEENextera Energy Inc | Stock | 1,625,548 | $151.8M | 4.2% | +190,285+13.3% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,024,027 | $147.4M | 4.1% | +84,065+8.9% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,162,560 | $139.9M | 3.9% | +84,645+7.9% | Added | History |
| VVisa Inc. | Stock | 625,503 | $135.6M | 3.8% | +150,665+31.7% | Added | History |
| NFLXNetflix Inc | Stock | 187,110 | $112.7M | 3.2% | +187,110 | New | History |
| ONOn Semiconductor Corp | Stock | 1,649,841 | $112.1M | 3.1% | +486,245+41.8% | Added | History |
| ICEIntercontinental Exchange, Inc. | Stock | 811,850 | $111.0M | 3.1% | +222,280+37.7% | Added | History |
| TTTrane Technologies plc | SHS | 534,483 | $108.0M | 3.0% | −5,155−1.0% | Reduced | History |
| ABTAbbott Laboratories | Stock | 708,382 | $99.7M | 2.8% | −13,185−1.8% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 717,643 | $97.7M | 2.7% | −20,590−2.8% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 505,536 | $95.3M | 2.7% | −57,750−10.3% | Reduced | History |
| ADBEAdobe Inc. | Stock | 165,185 | $93.7M | 2.6% | +22,760+16.0% | Added | History |
| NKENIKE, Inc. | Stock | 547,790 | $91.3M | 2.6% | −212,110−27.9% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 159,760 | $62.5M | 1.7% | +71,660+81.3% | Added | History |
| TSLATesla, Inc. | Stock | 34,427 | $36.4M | 1.0% | +33,706+4,674.9% | Added | History |
| SNOWSnowflake Inc. | Stock | 99,785 | $33.8M | 0.9% | +99,785 | New | History |
| BALLBALL Corp | COM | 27,586 | $2.66M | 0.1% | +20,980+317.6% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 6,501 | $1.98M | 0.1% | +4,665+254.1% | Added | History |
Sold out since Q3 2021 (2)
Positions held at the end of Q3 2021 that are gone from this filing.