Munro Partners
- SEC CIK
- 0001768744
- Latest filing
- Aug 10, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Oct 28, 2025. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 36
- +1 vs. Q4 2022
- Portfolio value
- $2.05B
- +$296.0M (+16.9%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 610,261 | $175.9M | 8.6% | +247,900+68.4% | Added | History |
| VVisa Inc. | Stock | 604,677 | $136.3M | 6.7% | +42,270+7.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 276,815 | $130.8M | 6.4% | +2,050+0.7% | Added | History |
| COSTCostco Wholesale Corp | Stock | 211,798 | $105.2M | 5.1% | −67,720−24.2% | Reduced | History |
| NEENextera Energy Inc | Stock | 1,356,007 | $104.5M | 5.1% | −317,790−19.0% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,118,315 | $104.0M | 5.1% | +1,118,315 | New | History |
| FWONKLiberty Media Corp | COM SER C FRMLA | 1,352,556 | $101.2M | 4.9% | +902,956+200.8% | Added | History |
| MAMastercard Inc | Stock | 267,898 | $97.4M | 4.8% | +55,840+26.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 918,791 | $95.3M | 4.7% | +24,174+2.7% | Added | History |
| NVDANVIDIA Corp | Stock | 313,936 | $87.2M | 4.3% | +241,175+331.5% | Added | History |
| WMWaste Management Inc | Stock | 495,078 | $80.8M | 4.0% | +86,110+21.1% | Added | History |
| RTXRTX Corp | Stock | 805,653 | $78.9M | 3.9% | +23,165+3.0% | Added | History |
| CEGConstellation Energy Corp | Stock | 978,550 | $76.8M | 3.8% | −766,025−43.9% | Reduced | History |
| LLYEli Lilly & Co | Stock | 211,380 | $72.6M | 3.5% | −8,095−3.7% | Reduced | History |
| NOWServiceNow, Inc. | Stock | 147,134 | $68.4M | 3.3% | −43,290−22.7% | Reduced | History |
| TRGPTarga Resources Corp. | COM | 916,845 | $66.9M | 3.3% | +467,345+104.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 609,143 | $62.9M | 3.1% | −54,010−8.1% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 639,875 | $62.7M | 3.1% | +505,410+375.9% | Added | History |
| PGRProgressive Corp | Stock | 419,130 | $60.0M | 2.9% | +45,550+12.2% | Added | History |
| SLBSLB Limited | Stock | 917,135 | $45.0M | 2.2% | +917,135 | New | History |
| CMGChipotle Mexican Grill Inc | COM | 26,325 | $45.0M | 2.2% | +15,970+154.2% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 209,045 | $43.9M | 2.1% | +209,045 | New | History |
| SNPSSynopsys Inc | COM | 112,265 | $43.4M | 2.1% | +112,265 | New | History |
| DHRDanaher Corp | Stock | 146,388 | $36.9M | 1.8% | −125,890−46.2% | Reduced | History |
| ONOn Semiconductor Corp | Stock | 293,496 | $24.2M | 1.2% | +266,560+989.6% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 53,980 | $10.9M | 0.5% | +53,980 | New | History |
| TSLATesla, Inc. | Stock | 46,320 | $9.61M | 0.5% | +35,755+338.4% | Added | History |
| LINLinde PLC | Stock | 8,975 | $3.19M | 0.2% | +6,960+345.4% | Added | History |
| CLHClean Harbors Inc | COM | 20,060 | $2.86M | 0.1% | +20,060 | New | History |
| PWRQuanta Services, Inc. | COM | 17,002 | $2.83M | 0.1% | +5,575+48.8% | Added | History |
| WCNWaste Connections, Inc. | COM | 18,090 | $2.52M | 0.1% | −7,110−28.2% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 8,361 | $1.82M | 0.1% | +1,170+16.3% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 19,079 | $1.74M | 0.1% | −569,260−96.8% | Reduced | History |
| ENPHEnphase Energy, Inc. | Stock | 7,183 | $1.51M | 0.1% | +3,325+86.2% | Added | History |
| MSCIMSCI Inc. | Stock | 2,474 | $1.38M | 0.1% | −2,610−51.3% | Reduced | History |
| NXTNextpower Inc. | Stock | 11,270 | $408.6K | <0.1% | +11,270 | New | History |
Sold out since Q4 2022 (6)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| LNGCheniere Energy, Inc. | COM NEW | 631,575 | $94.7M | 5.4% | History |
| LULUlululemon athletica inc. | Stock | 278,990 | $89.4M | 5.1% | History |
| PLPlanet Labs PBC | COM CL A | 1,193,382 | $5.19M | 0.3% | History |
| NTRNutrien Ltd. | COM | 27,117 | $1.98M | 0.1% | History |
| DEDeere & Co | Stock | 1,598 | $685.2K | <0.1% | History |
| AESAES Corp | Stock | 23,385 | $672.6K | <0.1% | History |