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Livermore
Livermore
ZHEN

Munro Partners

SEC CIK
0001768744
Latest filing
Aug 10, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Oct 28, 2025. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
33
−3 vs. Q1 2023
Portfolio value
$2.17B
+$125.6M (+6.1%) vs. Q1 2023
Filed
Oct 28, 2025
SEC
Holdings of Munro Partners in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
MSFTMicrosoft CorpStock652,776$222.3M10.2%+42,515+7.0%AddedHistory
NVDANVIDIA CorpStock395,895$167.5M7.7%+81,959+26.1%AddedHistory
GOOGLAlphabet Inc.Stock1,206,499$144.4M6.7%+287,708+31.3%AddedHistory
AMZNAmazon Com IncStock1,064,018$138.7M6.4%+454,875+74.7%AddedHistory
NOWServiceNow, Inc.Stock226,109$127.1M5.9%+78,975+53.7%AddedHistory
VVisa Inc.Stock516,047$122.6M5.6%−88,630−14.7%ReducedHistory
FWONKLiberty Media CorpCOM SER C FRMLA1,481,336$111.5M5.1%+128,780+9.5%AddedHistory
MAMastercard IncStock271,323$106.7M4.9%+3,425+1.3%AddedHistory
LLYEli Lilly & CoStock206,725$96.9M4.5%−4,655−2.2%ReducedHistory
COSTCostco Wholesale CorpStock168,758$90.9M4.2%−43,040−20.3%ReducedHistory
SNPSSynopsys IncCOM188,625$82.1M3.8%+76,360+68.0%AddedHistory
ONOn Semiconductor CorpStock822,731$77.8M3.6%+529,235+180.3%AddedHistory
CMGChipotle Mexican Grill IncCOM34,845$74.5M3.4%+8,520+32.4%AddedHistory
WMWaste Management IncStock387,363$67.2M3.1%−107,715−21.8%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR623,275$62.9M2.9%−495,040−44.3%ReducedHistory
CEGConstellation Energy CorpStock683,920$62.6M2.9%−294,630−30.1%ReducedHistory
NFLXNetflix IncStock140,955$62.1M2.9%+140,955NewHistory
LULUlululemon athletica inc.Stock153,000$57.9M2.7%+153,000NewHistory
UNHUnitedHealth Group IncStock119,035$57.2M2.6%−157,780−57.0%ReducedHistory
AMATApplied Materials IncStock329,895$47.7M2.2%+329,895NewHistory
NEENextera Energy IncStock640,942$47.6M2.2%−715,065−52.7%ReducedHistory
ABNBAirbnb, Inc.Stock288,320$37.0M1.7%+288,320NewHistory
DXCMDexcom IncCOM239,552$30.8M1.4%+239,552NewHistory
PGRProgressive CorpStock216,485$28.7M1.3%−202,645−48.3%ReducedHistory
FSLRFirst Solar, Inc.Stock123,101$23.4M1.1%+114,740+1,372.3%AddedHistory
PWRQuanta Services, Inc.COM25,332$4.98M0.2%+8,330+49.0%AddedHistory
CLHClean Harbors IncCOM24,600$4.04M0.2%+4,540+22.6%AddedHistory
LINLinde PLCStock9,000$3.43M0.2%+25+0.3%AddedHistory
WCNWaste Connections, Inc.COM18,150$2.59M0.1%+60+0.3%AddedHistory
GFLGFL Environmental Inc.SUB VTG SHS59,330$2.30M0.1%+59,330NewHistory
TSLATesla, Inc.Stock8,660$2.27M0.1%−37,660−81.3%ReducedHistory
MSCIMSCI Inc.Stock4,414$2.07M0.1%+1,940+78.4%AddedHistory
NXTNextpower Inc.Stock24,120$960.2K<0.1%+12,850+114.0%AddedHistory

Sold out since Q1 2023 (9)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Munro Partners sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
RTXRTX CorpStock805,653$78.9M3.9%History
TRGPTarga Resources Corp.COM916,845$66.9M3.3%History
AMDAdvanced Micro Devices IncStock639,875$62.7M3.1%History
SLBSLB LimitedStock917,135$45.0M2.2%History
CDNSCadence Design Systems IncStock209,045$43.9M2.1%History
DHRDanaher CorpStock146,388$36.9M1.8%History
LPLALPL Financial Holdings Inc.COM53,980$10.9M0.5%History
AEPAmerican Electric Power Co IncStock19,079$1.74M0.1%History
ENPHEnphase Energy, Inc.Stock7,183$1.51M0.1%History