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Livermore
Livermore
ZHEN

Munro Partners

SEC CIK
0001768744
Latest filing
Aug 10, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Oct 28, 2025. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
32
+3 vs. Q2 2022
Portfolio value
$1.64B
−$60.0M (−3.5%) vs. Q2 2022
Filed
Oct 28, 2025
SEC
Holdings of Munro Partners in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock625,246$145.6M8.9%−61,153−8.9%ReducedHistory
UNHUnitedHealth Group IncStock255,325$128.9M7.9%+8,685+3.5%AddedHistory
CEGConstellation Energy CorpStock1,474,395$122.7M7.5%+353,867+31.6%AddedHistory
NEENextera Energy IncStock1,531,035$120.0M7.3%+8,467+0.6%AddedHistory
GOOGLAlphabet Inc.Stock1,248,162$119.4M7.3%+213,082+20.6%AddedConverted for a 20-for-1 splitHistory
VVisa Inc.Stock619,169$110.0M6.7%−176,638−22.2%ReducedHistory
DHRDanaher CorpStock369,210$95.4M5.8%−141,145−27.7%ReducedHistory
AMZNAmazon Com IncStock751,830$85.0M5.2%+58,180+8.4%AddedHistory
COSTCostco Wholesale CorpStock175,160$82.7M5.0%−23,125−11.7%ReducedHistory
TMOThermo Fisher Scientific Inc.Stock142,897$72.5M4.4%+10,277+7.7%AddedHistory
RTXRTX CorpStock878,990$72.0M4.4%−132,095−13.1%ReducedHistory
LNGCheniere Energy, Inc.COM NEW429,022$71.2M4.3%−63,508−12.9%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock679,825$61.4M3.7%+474,335+230.8%AddedHistory
LULUlululemon athletica inc.Stock203,400$56.9M3.5%+203,400NewHistory
MAMastercard IncStock194,340$55.3M3.4%−138,745−41.7%ReducedHistory
LLYEli Lilly & CoStock168,450$54.5M3.3%+168,450NewHistory
NOWServiceNow, Inc.Stock140,119$52.9M3.2%+6,810+5.1%AddedHistory
NTRNutrien Ltd.COM515,626$43.0M2.6%−527,898−50.6%ReducedHistory
AMDAdvanced Micro Devices IncStock472,397$29.9M1.8%+91,550+24.0%AddedHistory
NVDANVIDIA CorpStock243,084$29.5M1.8%−7,458−3.0%ReducedHistory
TSLATesla, Inc.Stock42,016$11.1M0.7%+34,315+445.6%AddedConverted for a 3-for-1 splitHistory
WMWaste Management IncStock24,895$3.99M0.2%−1,260−4.8%ReducedHistory
AEPAmerican Electric Power Co IncStock35,445$3.06M0.2%−11,610−24.7%ReducedHistory
WMSAdvanced Drainage Systems, Inc.COM23,423$2.91M0.2%+1,215+5.5%AddedHistory
ONOn Semiconductor CorpStock42,720$2.66M0.2%+8,495+24.8%AddedHistory
DEDeere & CoStock6,530$2.18M0.1%+350+5.7%AddedHistory
MSCIMSCI Inc.Stock4,875$2.06M0.1%+4,875NewHistory
WCNWaste Connections, Inc.COM13,095$1.77M0.1%+700+5.6%AddedHistory
PWRQuanta Services, Inc.COM8,750$1.11M0.1%+8,750NewHistory
RUNSunrun Inc.COM37,600$1.04M0.1%+37,600NewHistory
FSLRFirst Solar, Inc.Stock4,685$619.7K<0.1%+4,685NewHistory
PLPlanet Labs PBCCOM CL A30,690$166.6K<0.1%+30,690NewHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Munro Partners in Q3 2022
SecurityClassPutsCalls
AMDAdvanced Micro Devices IncStock–$44.4M

Sold out since Q2 2022 (4)

Positions held at the end of Q2 2022 that are gone from this filing.

Positions of Munro Partners sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
CRMSalesforce, Inc.Stock232,300$38.3M2.3%History
ABTAbbott LaboratoriesStock149,627$16.3M1.0%History
AWKAmerican Water Works Company, Inc.Stock17,125$2.55M0.1%History
BALLBALL CorpCOM20,436$1.41M0.1%History