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Livermore
Livermore
ZHEN

Munro Partners

SEC CIK
0001768744
Latest filing
Aug 10, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Oct 28, 2025. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
35
+3 vs. Q3 2022
Portfolio value
$1.75B
+$107.6M (+6.6%) vs. Q3 2022
Filed
Oct 28, 2025
SEC
Holdings of Munro Partners in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
CEGConstellation Energy CorpStock1,744,575$150.4M8.6%+270,180+18.3%AddedHistory
UNHUnitedHealth Group IncStock274,765$145.7M8.3%+19,440+7.6%AddedHistory
NEENextera Energy IncStock1,673,797$139.9M8.0%+142,762+9.3%AddedHistory
COSTCostco Wholesale CorpStock279,518$127.6M7.3%+104,358+59.6%AddedHistory
VVisa Inc.Stock562,407$116.8M6.7%−56,762−9.2%ReducedHistory
LNGCheniere Energy, Inc.COM NEW631,575$94.7M5.4%+202,553+47.2%AddedHistory
LULUlululemon athletica inc.Stock278,990$89.4M5.1%+75,590+37.2%AddedHistory
MSFTMicrosoft CorpStock362,361$86.9M5.0%−262,885−42.0%ReducedHistory
LLYEli Lilly & CoStock219,475$80.3M4.6%+51,025+30.3%AddedHistory
RTXRTX CorpStock782,488$79.0M4.5%−96,502−11.0%ReducedHistory
GOOGLAlphabet Inc.Stock894,617$78.9M4.5%−353,545−28.3%ReducedHistory
NOWServiceNow, Inc.Stock190,424$73.9M4.2%+50,305+35.9%AddedHistory
MAMastercard IncStock212,058$73.7M4.2%+17,718+9.1%AddedHistory
DHRDanaher CorpStock272,278$72.3M4.1%−96,932−26.3%ReducedHistory
WMWaste Management IncStock408,968$64.2M3.7%+384,073+1,542.8%AddedHistory
AEPAmerican Electric Power Co IncStock588,339$55.9M3.2%+552,894+1,559.9%AddedHistory
AMZNAmazon Com IncStock663,153$55.7M3.2%−88,677−11.8%ReducedHistory
PGRProgressive CorpStock373,580$48.5M2.8%+373,580NewHistory
TRGPTarga Resources Corp.COM449,500$33.0M1.9%+449,500NewHistory
FWONKLiberty Media CorpCOM SER C FRMLA449,600$26.9M1.5%+449,600NewHistory
CMGChipotle Mexican Grill IncCOM10,355$14.4M0.8%+10,355NewHistory
NVDANVIDIA CorpStock72,761$10.6M0.6%−170,323−70.1%ReducedHistory
AMDAdvanced Micro Devices IncStock134,465$8.71M0.5%−337,932−71.5%ReducedHistory
PLPlanet Labs PBCCOM CL A1,193,382$5.19M0.3%+1,162,692+3,788.5%AddedHistory
WCNWaste Connections, Inc.COM25,200$3.34M0.2%+12,105+92.4%AddedHistory
MSCIMSCI Inc.Stock5,084$2.36M0.1%+209+4.3%AddedHistory
NTRNutrien Ltd.COM27,117$1.98M0.1%−488,509−94.7%ReducedHistory
ONOn Semiconductor CorpStock26,936$1.68M0.1%−15,784−36.9%ReducedHistory
PWRQuanta Services, Inc.COM11,427$1.63M0.1%+2,677+30.6%AddedHistory
TSLATesla, Inc.Stock10,565$1.30M0.1%−31,451−74.9%ReducedHistory
FSLRFirst Solar, Inc.Stock7,191$1.08M0.1%+2,506+53.5%AddedHistory
ENPHEnphase Energy, Inc.Stock3,858$1.02M0.1%+3,858NewHistory
DEDeere & CoStock1,598$685.2K<0.1%−4,932−75.5%ReducedHistory
AESAES CorpStock23,385$672.6K<0.1%+23,385NewHistory
LINLinde PLCStock2,015$657.3K<0.1%+2,015NewHistory

Sold out since Q3 2022 (4)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Munro Partners sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
TMOThermo Fisher Scientific Inc.Stock142,897$72.5M4.4%History
ICEIntercontinental Exchange, Inc.Stock679,825$61.4M3.7%History
WMSAdvanced Drainage Systems, Inc.COM23,423$2.91M0.2%History
RUNSunrun Inc.COM37,600$1.04M0.1%History