Munro Partners
- SEC CIK
- 0001768744
- Latest filing
- Aug 10, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed Oct 21, 2025. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 57
- +5 vs. Q4 2023
- Portfolio value
- $2.79B
- +$620.4M (+28.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 358,966 | $324.3M | 11.6% | −11,680−3.2% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 525,493 | $221.1M | 7.9% | +111,430+26.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 1,202,117 | $216.8M | 7.8% | +29,780+2.5% | Added | History |
| CEGConstellation Energy Corp | Stock | 886,971 | $164.0M | 5.9% | +193,765+28.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 292,015 | $141.8M | 5.1% | +72,490+33.0% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,040,477 | $141.6M | 5.1% | +445,280+74.8% | Added | History |
| NOWServiceNow, Inc. | Stock | 160,528 | $122.4M | 4.4% | +8,650+5.7% | Added | History |
| VVisa Inc. | Stock | 396,805 | $110.7M | 4.0% | −25,960−6.1% | Reduced | History |
| SNPSSynopsys Inc | COM | 180,006 | $102.9M | 3.7% | +85,270+90.0% | Added | History |
| MAMastercard Inc | Stock | 184,069 | $88.6M | 3.2% | −510−0.3% | Reduced | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,229,747 | $80.7M | 2.9% | +48,796+4.1% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 26,889 | $78.2M | 2.8% | −1,140−4.1% | Reduced | History |
| INTUIntuit Inc. | Stock | 117,377 | $76.3M | 2.7% | +8,320+7.6% | Added | History |
| LLYEli Lilly & Co | Stock | 90,746 | $70.6M | 2.5% | −13,615−13.0% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 883,820 | $68.0M | 2.4% | −1,315−0.1% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 436,367 | $65.9M | 2.4% | −367,945−45.7% | Reduced | History |
| AMATApplied Materials Inc | Stock | 303,103 | $62.5M | 2.2% | +48,450+19.0% | Added | History |
| BSXBoston Scientific Corp | Stock | 909,785 | $62.3M | 2.2% | −1,305−0.1% | Reduced | History |
| ADBEAdobe Inc. | Stock | 119,965 | $60.5M | 2.2% | −12,565−9.5% | Reduced | History |
| ONTOOnto Innovation Inc. | COM | 330,925 | $59.9M | 2.1% | +131,005+65.5% | Added | History |
| PINSPinterest, Inc. | CL A | 1,520,075 | $52.7M | 1.9% | +330,445+27.8% | Added | History |
| LULUlululemon athletica inc. | Stock | 120,327 | $47.0M | 1.7% | +3,695+3.2% | Added | History |
| ABNBAirbnb, Inc. | Stock | 273,867 | $45.2M | 1.6% | +41,745+18.0% | Added | History |
| CRHCRH Public Ltd Co | ORD | 507,850 | $43.8M | 1.6% | +507,850 | New | History |
| NXTNextpower Inc. | Stock | 728,950 | $41.0M | 1.5% | +643,190+750.0% | Added | History |
| ONONOn Holding AG | Stock | 1,132,090 | $40.1M | 1.4% | −372,240−24.7% | Reduced | History |
| SNSharkNinja, Inc. | COM SHS | 580,964 | $36.2M | 1.3% | −55,735−8.8% | Reduced | History |
| MUMicron Technology Inc | Stock | 265,425 | $31.3M | 1.1% | +265,425 | New | History |
| APPAppLovin Corp | COM CL A | 451,735 | $31.3M | 1.1% | +447,675+11,026.5% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 64,585 | $20.2M | 0.7% | +64,585 | New | History |
| CLHClean Harbors Inc | COM | 42,126 | $8.48M | 0.3% | −104,277−71.2% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 24,107 | $6.26M | 0.2% | +5,575+30.1% | Added | History |
| WMWaste Management Inc | Stock | 28,858 | $6.15M | 0.2% | −1,550−5.1% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 19,245 | $6.11M | 0.2% | +4,115+27.2% | Added | History |
| LINLinde PLC | Stock | 13,166 | $6.11M | 0.2% | +1,715+15.0% | Added | History |
| CNMCore & Main, Inc. | CL A | 91,784 | $5.25M | 0.2% | −6,090−6.2% | Reduced | History |
| CCJCameco Corp | Stock | 119,765 | $5.19M | 0.2% | −235,690−66.3% | Reduced | History |
| GFLGFL Environmental Inc. | SUB VTG SHS | 144,695 | $4.99M | 0.2% | +81,410+128.6% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 60,140 | $4.91M | 0.2% | +19,755+48.9% | Added | History |
| MELIMercadolibre Inc | COM | 2,510 | $3.80M | 0.1% | −5−0.2% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 4,740 | $3.47M | 0.1% | −23,258−83.1% | Reduced | History |
| ARMArm Holdings PLC | ADR | 25,454 | $3.18M | 0.1% | −31,911−55.6% | Reduced | History |
| ITGartner Inc | COM | 6,625 | $3.16M | 0.1% | −65−1.0% | Reduced | History |
| VLTOVeralto Corp | Stock | 31,025 | $2.75M | 0.1% | −6,850−18.1% | Reduced | History |
| MSCIMSCI Inc. | Stock | 4,264 | $2.39M | 0.1% | −2,995−41.3% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 1,680 | $2.23M | 0.1% | −24,565−93.6% | Reduced | History |
| NEENextera Energy Inc | Stock | 32,900 | $2.10M | 0.1% | −18,001−35.4% | Reduced | History |
| VSTVistra Corp. | Stock | 28,915 | $2.01M | 0.1% | +28,915 | New | History |
| MPWRMonolithic Power Systems, Inc. | COM | 2,880 | $1.95M | 0.1% | +2,740+1,957.1% | Added | History |
| WIXWix.com Ltd. | SHS | 1,910 | $262.6K | <0.1% | +1,910 | New | History |
| TWTradeweb Markets Inc. | Stock | 2,155 | $224.5K | <0.1% | +265+14.0% | Added | History |
| CARTMaplebear Inc. | COM | 5,365 | $200.1K | <0.1% | +5,365 | New | History |
| CAMTCamtek Ltd | ORD | 2,375 | $199.0K | <0.1% | −507,685−99.5% | Reduced | History |
| GDDYGoDaddy Inc. | CL A | 1,170 | $138.9K | <0.1% | +80+7.3% | Added | History |
| MNDYmonday.com Ltd. | SHS | 430 | $97.1K | <0.1% | +430 | New | History |
| DECKDeckers Outdoor Corp | COM | 99 | $93.2K | <0.1% | −76−43.4% | Reduced | History |
| ALABAstera Labs, Inc. | Stock | 500 | $37.1K | <0.1% | +500 | New | History |
Sold out since Q4 2023 (3)
Positions held at the end of Q4 2023 that are gone from this filing.