Munro Partners
- SEC CIK
- 0001768744
- Latest filing
- Aug 10, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Oct 21, 2025. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 57
- 0 vs. Q1 2024
- Portfolio value
- $2.70B
- −$89.5M (−3.2%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MPWRMonolithic Power Systems, Inc. | COM | 155 | $127.4K | <0.1% | −2,725−94.6% | Reduced | History |
| RDDTReddit, Inc. | Stock | 2,160 | $138.0K | <0.1% | +2,160 | New | History |
| ULSUL Solutions Inc. | CLASS A COM SHS | 4,080 | $172.1K | <0.1% | +4,080 | New | History |
| GDDYGoDaddy Inc. | CL A | 1,320 | $184.4K | <0.1% | +150+12.8% | Added | History |
| ELFe.l.f. Beauty, Inc. | COM | 1,415 | $298.2K | <0.1% | +1,415 | New | History |
| CARTMaplebear Inc. | COM | 9,295 | $298.7K | <0.1% | +3,930+73.3% | Added | History |
| CAMTCamtek Ltd | ORD | 2,675 | $335.0K | <0.1% | +300+12.6% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 1,150 | $338.4K | <0.1% | −63,435−98.2% | Reduced | History |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 13,660 | $374.8K | <0.1% | +13,660 | New | History |
| TWTradeweb Markets Inc. | Stock | 3,880 | $411.3K | <0.1% | +1,725+80.0% | Added | History |
| WIXWix.com Ltd. | SHS | 3,055 | $486.0K | <0.1% | +1,145+59.9% | Added | History |
| ABNBAirbnb, Inc. | Stock | 9,065 | $1.37M | 0.1% | −264,802−96.7% | Reduced | History |
| ETNEaton Corp plc | Stock | 4,745 | $1.49M | 0.1% | +4,745 | New | History |
| COSTCostco Wholesale Corp | Stock | 1,760 | $1.50M | 0.1% | −2,980−62.9% | Reduced | History |
| ONTOOnto Innovation Inc. | COM | 9,465 | $2.08M | 0.1% | −321,460−97.1% | Reduced | History |
| WMWaste Management Inc | Stock | 10,288 | $2.19M | 0.1% | −18,570−64.3% | Reduced | History |
| VLTOVeralto Corp | Stock | 23,810 | $2.27M | 0.1% | −7,215−23.3% | Reduced | History |
| PINSPinterest, Inc. | CL A | 60,885 | $2.68M | 0.1% | −1,459,190−96.0% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 1,690 | $2.71M | 0.1% | +10+0.6% | Added | History |
| ITGartner Inc | COM | 6,625 | $2.98M | 0.1% | 00.0% | Unchanged | History |
| MELIMercadolibre Inc | COM | 1,915 | $3.15M | 0.1% | −595−23.7% | Reduced | History |
| CNMCore & Main, Inc. | CL A | 95,464 | $4.67M | 0.2% | +3,680+4.0% | Added | History |
| NXTNextpower Inc. | Stock | 117,770 | $5.52M | 0.2% | −611,180−83.8% | Reduced | History |
| GFLGFL Environmental Inc. | SUB VTG SHS | 150,505 | $5.86M | 0.2% | +5,810+4.0% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 68,385 | $5.92M | 0.2% | +8,245+13.7% | Added | History |
| CCJCameco Corp | Stock | 124,850 | $6.14M | 0.2% | +5,085+4.2% | Added | History |
| LINLinde PLC | Stock | 14,006 | $6.15M | 0.2% | +840+6.4% | Added | History |
| CLHClean Harbors Inc | COM | 33,106 | $7.49M | 0.3% | −9,020−21.4% | Reduced | History |
| PWRQuanta Services, Inc. | COM | 30,887 | $7.85M | 0.3% | +6,780+28.1% | Added | History |
| ONONOn Holding AG | Stock | 310,875 | $12.1M | 0.4% | −821,215−72.5% | Reduced | History |
| APPAppLovin Corp | COM CL A | 276,419 | $23.0M | 0.9% | −175,316−38.8% | Reduced | History |
| INTUIntuit Inc. | Stock | 40,362 | $26.5M | 1.0% | −77,015−65.6% | Reduced | History |
| FIXComfort Systems USA Inc | COM | 92,080 | $28.0M | 1.0% | +72,835+378.5% | Added | History |
| NEENextera Energy Inc | Stock | 536,265 | $38.0M | 1.4% | +503,365+1,530.0% | Added | History |
| ARMArm Holdings PLC | ADR | 270,107 | $44.2M | 1.6% | +244,653+961.2% | Added | History |
| CWCurtiss Wright Corp | Stock | 167,440 | $45.4M | 1.7% | +167,440 | New | History |
| CRHCRH Public Ltd Co | ORD | 782,820 | $58.7M | 2.2% | +274,970+54.1% | Added | History |
| QCOMQualcomm Inc | Stock | 303,915 | $60.5M | 2.2% | +303,915 | New | History |
| CMGChipotle Mexican Grill Inc | COM | 979,595 | $61.4M | 2.3% | −364,855−27.1% | ReducedConverted for a 50-for-1 split | History |
| SNSharkNinja, Inc. | COM SHS | 828,179 | $62.2M | 2.3% | +247,215+42.6% | Added | History |
| BSXBoston Scientific Corp | Stock | 906,945 | $69.8M | 2.6% | −2,840−0.3% | Reduced | History |
| UBERUber Technologies, Inc | Stock | 1,051,615 | $76.4M | 2.8% | +167,795+19.0% | Added | History |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,076,297 | $77.3M | 2.9% | −153,450−12.5% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 433,457 | $79.0M | 2.9% | −2,910−0.7% | Reduced | History |
| MAMastercard Inc | Stock | 182,209 | $80.4M | 3.0% | −1,860−1.0% | Reduced | History |
| LLYEli Lilly & Co | Stock | 89,566 | $81.1M | 3.0% | −1,180−1.3% | Reduced | History |
| SNPSSynopsys Inc | COM | 143,896 | $85.6M | 3.2% | −36,110−20.1% | Reduced | History |
| VVisa Inc. | Stock | 329,305 | $86.4M | 3.2% | −67,500−17.0% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 547,625 | $93.9M | 3.5% | +547,625 | New | History |
| METAMeta Platforms, Inc. | Stock | 189,210 | $95.4M | 3.5% | −102,805−35.2% | Reduced | History |
| AMATApplied Materials Inc | Stock | 413,128 | $97.5M | 3.6% | +110,025+36.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 152,848 | $120.2M | 4.5% | −7,680−4.8% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 989,757 | $172.0M | 6.4% | −50,720−4.9% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 918,090 | $183.9M | 6.8% | +31,119+3.5% | Added | History |
| MSFTMicrosoft Corp | Stock | 518,293 | $231.7M | 8.6% | −7,200−1.4% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,204,197 | $232.7M | 8.6% | +2,080+0.2% | Added | History |
| NVDANVIDIA Corp | Stock | 2,440,728 | $301.5M | 11.2% | −1,148,932−32.0% | ReducedConverted for a 10-for-1 split | History |
Sold out since Q1 2024 (8)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 119,965 | $60.5M | 2.2% | History |
| LULUlululemon athletica inc. | Stock | 120,327 | $47.0M | 1.7% | History |
| MUMicron Technology Inc | Stock | 265,425 | $31.3M | 1.1% | History |
| MSCIMSCI Inc. | Stock | 4,264 | $2.39M | 0.1% | History |
| VSTVistra Corp. | Stock | 28,915 | $2.01M | 0.1% | History |
| MNDYmonday.com Ltd. | SHS | 430 | $97.1K | <0.1% | History |
| DECKDeckers Outdoor Corp | COM | 99 | $93.2K | <0.1% | History |
| ALABAstera Labs, Inc. | Stock | 500 | $37.1K | <0.1% | History |