Skip to main content
Livermore
Livermore
ZHEN

Munro Partners

SEC CIK
0001768744
Latest filing
Aug 10, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Oct 28, 2025. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
52
+14 vs. Q3 2023
Portfolio value
$2.17B
+$186.9M (+9.4%) vs. Q3 2023
Filed
Oct 28, 2025
SEC
Holdings of Munro Partners in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock370,646$183.6M8.5%−3,820−1.0%ReducedHistory
AMZNAmazon Com IncStock1,172,337$178.1M8.2%−110,745−8.6%ReducedHistory
MSFTMicrosoft CorpStock414,063$155.7M7.2%−10,405−2.5%ReducedHistory
GOOGLAlphabet Inc.Stock804,312$112.4M5.2%−469,035−36.8%ReducedHistory
VVisa Inc.Stock422,765$110.1M5.1%−177,590−29.6%ReducedHistory
NOWServiceNow, Inc.Stock151,878$107.3M4.9%−13,470−8.1%ReducedHistory
CEGConstellation Energy CorpStock693,206$81.0M3.7%−116,160−14.4%ReducedHistory
ADBEAdobe Inc.Stock132,530$79.1M3.6%+132,530NewHistory
MAMastercard IncStock184,579$78.7M3.6%−97,645−34.6%ReducedHistory
METAMeta Platforms, Inc.Stock219,525$77.7M3.6%+219,525NewHistory
FWONKLiberty Media CorpCOM LBTY ONE S C1,180,951$74.6M3.4%−442,384−27.3%ReducedHistory
INTUIntuit Inc.Stock109,057$68.2M3.1%+3,520+3.3%AddedHistory
CMGChipotle Mexican Grill IncCOM28,029$64.1M3.0%−4,670−14.3%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR595,197$61.9M2.9%+440,585+285.0%AddedHistory
LLYEli Lilly & CoStock104,361$60.8M2.8%−62,905−37.6%ReducedHistory
UNHUnitedHealth Group IncStock114,178$60.1M2.8%+28,940+34.0%AddedHistory
LULUlululemon athletica inc.Stock116,632$59.6M2.7%−37,885−24.5%ReducedHistory
UBERUber Technologies, IncStock885,135$54.5M2.5%+171,660+24.1%AddedHistory
BSXBoston Scientific CorpStock911,090$52.7M2.4%+409,515+81.6%AddedHistory
SNPSSynopsys IncCOM94,736$48.8M2.2%−57,040−37.6%ReducedHistory
PINSPinterest, Inc.CL A1,189,630$44.1M2.0%+1,189,630NewHistory
AMATApplied Materials IncStock254,653$41.3M1.9%−173,295−40.5%ReducedHistory
ONONOn Holding AGStock1,504,330$40.6M1.9%+1,504,330NewHistory
CAMTCamtek LtdORD510,060$35.4M1.6%+510,060NewHistory
SNSharkNinja, Inc.COM SHS636,699$32.6M1.5%+636,699NewHistory
ABNBAirbnb, Inc.Stock232,122$31.6M1.5%−185,065−44.4%ReducedHistory
ONTOOnto Innovation Inc.COM199,920$30.6M1.4%+199,920NewHistory
AVGOBroadcom Inc.Stock26,245$29.3M1.4%+26,245NewHistory
CLHClean Harbors IncCOM146,403$25.5M1.2%+3,877+2.7%AddedHistory
COSTCostco Wholesale CorpStock27,998$18.5M0.9%−84,825−75.2%ReducedHistory
CCJCameco CorpStock355,455$15.3M0.7%+355,455NewHistory
WMWaste Management IncStock30,408$5.45M0.3%−114,071−79.0%ReducedHistory
LINLinde PLCStock11,451$4.70M0.2%−554−4.6%ReducedHistory
ARMArm Holdings PLCADR57,365$4.31M0.2%+30,825+116.1%AddedHistory
MSCIMSCI Inc.Stock7,259$4.11M0.2%−360−4.7%ReducedHistory
NXTNextpower Inc.Stock85,760$4.02M0.2%+15,385+21.9%AddedHistory
PWRQuanta Services, Inc.COM18,532$4.00M0.2%−110−0.6%ReducedHistory
CNMCore & Main, Inc.CL A97,874$3.96M0.2%+97,874NewHistory
MELIMercadolibre IncCOM2,515$3.95M0.2%+2,515NewHistory
VLTOVeralto CorpStock37,875$3.12M0.1%+37,875NewHistory
FIXComfort Systems USA IncCOM15,130$3.11M0.1%+2,820+22.9%AddedHistory
NEENextera Energy IncStock50,901$3.09M0.1%−2,309−4.3%ReducedHistory
ITGartner IncCOM6,690$3.02M0.1%+6,690NewHistory
TRGPTarga Resources Corp.COM28,610$2.49M0.1%+28,610NewHistory
GFLGFL Environmental Inc.SUB VTG SHS63,285$2.18M0.1%−57,760−47.7%ReducedHistory
VRTVertiv Holdings CoCOM CL A40,385$1.94M0.1%+40,385NewHistory
JCIJohnson Controls International plcStock27,295$1.57M0.1%−31,460−53.5%ReducedHistory
TWTradeweb Markets Inc.Stock1,890$171.8K<0.1%+1,890NewHistory
APPAppLovin CorpCOM CL A4,060$161.8K<0.1%+4,060NewHistory
DECKDeckers Outdoor CorpCOM175$117.0K<0.1%+175NewHistory
GDDYGoDaddy Inc.CL A1,090$115.7K<0.1%+1,090NewHistory
MPWRMonolithic Power Systems, Inc.COM140$88.3K<0.1%+140NewHistory

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 Q4 2023
SecurityClassPutsCalls
AMZNAmazon Com IncStock–$65.4M

Sold out since Q3 2023 (6)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Munro Partners sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
NFLXNetflix IncStock212,003$80.1M4.0%History
ONOn Semiconductor CorpStock371,774$34.6M1.7%History
WCNWaste Connections, Inc.COM18,150$2.44M0.1%History
FSLRFirst Solar, Inc.Stock8,941$1.44M0.1%History
AEPAmerican Electric Power Co IncStock18,695$1.41M0.1%History
TSLATesla, Inc.Stock4,510$1.13M0.1%History