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Livermore
Livermore
ZHEN

Munro Partners

SEC CIK
0001768744
Latest filing
Aug 10, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 6, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
59
+1 vs. Q4 2025
Portfolio value
$2.95B
−$632.5M (−17.6%) vs. Q4 2025
Filed
May 6, 2026
SEC
Holdings of Munro Partners in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock1,653,751$288.4M9.8%−88,770−5.1%ReducedHistory
GEVGE Vernova Inc.Stock259,933$226.9M7.7%−70,405−21.3%ReducedHistory
AMZNAmazon Com IncStock798,898$166.4M5.6%−126,275−13.6%ReducedHistory
NEENextera Energy IncStock1,544,112$143.4M4.9%+1,167,275+309.8%AddedHistory
AVGOBroadcom Inc.Stock408,396$126.4M4.3%+281,720+222.4%AddedHistory
GOOGLAlphabet Inc.Stock435,667$125.3M4.2%−138,240−24.1%ReducedHistory
TKOTKO Group Holdings, Inc.CL A610,781$123.2M4.2%−101,475−14.2%ReducedHistory
ETNEaton Corp plcStock328,527$117.5M4.0%+51,985+18.8%AddedHistory
TRGPTarga Resources Corp.COM428,800$107.5M3.6%+111,590+35.2%AddedHistory
JCIJohnson Controls International plcStock807,487$105.7M3.6%−85,770−9.6%ReducedHistory
MAMastercard IncStock206,114$103.0M3.5%−35,360−14.6%ReducedHistory
LLYEli Lilly & CoStock102,075$93.9M3.2%+63,555+165.0%AddedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C1,068,228$90.8M3.1%−350,340−24.7%ReducedHistory
RTXRTX CorpStock448,785$86.6M2.9%+448,785NewHistory
CIENCiena CorpCOM NEW214,975$83.5M2.8%−89,455−29.4%ReducedHistory
HWMHowmet Aerospace Inc.Stock358,477$82.6M2.8%+293,194+449.1%AddedHistory
STRLSterling Infrastructure, Inc.COM164,995$67.2M2.3%+164,995NewHistory
GEGeneral Electric CoStock227,855$64.7M2.2%−84,755−27.1%ReducedHistory
MCKMcKesson CorpStock68,765$59.5M2.0%+68,765NewHistory
LITELumentum Holdings Inc.COM73,395$51.6M1.7%+73,395NewHistory
BWXTBWX Technologies, Inc.COM246,220$50.3M1.7%+246,220NewHistory
PWRQuanta Services, Inc.COM90,002$49.4M1.7%+13,680+17.9%AddedHistory
CFCF Industries Holdings, Inc.COM372,730$48.4M1.6%+372,730NewHistory
LGNLegence Corp.CL A747,832$42.2M1.4%−648,810−46.5%ReducedHistory
LINLinde PLCStock64,959$32.2M1.1%+2,885+4.6%AddedHistory
FIXComfort Systems USA IncCOM20,704$28.6M1.0%−2,730−11.6%ReducedHistory
DRSLeonardo DRS, Inc.Stock626,915$27.9M0.9%+298,820+91.1%AddedHistory
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT711,885$25.7M0.9%+355,645+99.8%AddedHistory
MODModine Manufacturing CoCOM118,320$25.6M0.9%+118,320NewHistory
VRTVertiv Holdings CoCOM CL A93,015$23.3M0.8%−42,075−31.1%ReducedHistory
GFLGFL Environmental Inc.SUB VTG SHS520,187$21.7M0.7%−138,220−21.0%ReducedHistory
CRHCRH Public Ltd CoORD183,080$19.2M0.7%−919,320−83.4%ReducedHistory
CCJCameco CorpStock165,265$17.9M0.6%+80,495+95.0%AddedHistory
CWCurtiss Wright CorpStock25,190$17.2M0.6%+6,370+33.8%AddedHistory
PRIMPrimoris Services CorpStock112,170$16.0M0.5%+112,170NewHistory
IBKRInteractive Brokers Group, Inc.Stock219,390$14.7M0.5%+99,005+82.2%AddedHistory
CEGConstellation Energy CorpStock50,050$14.0M0.5%−429,207−89.6%ReducedHistory
ROADConstruction Partners, Inc.COM CL A125,575$14.0M0.5%+46,760+59.3%AddedHistory
HEIHeico CorpCOM48,450$13.3M0.5%−236,448−83.0%ReducedHistory
AIRAar CorpStock119,225$13.1M0.4%+10,930+10.1%AddedHistory
CLHClean Harbors IncCOM40,669$11.7M0.4%−45,090−52.6%ReducedHistory
COHRCoherent Corp.COM41,305$9.84M0.3%+1,115+2.8%AddedHistory
NINisource Inc.COM209,530$9.78M0.3%+209,530NewHistory
NVMINova Ltd.COM21,450$9.32M0.3%−15,030−41.2%ReducedHistory
POWLPowell Industries IncStock14,680$7.94M0.3%+14,680NewHistory
NXTNextpower Inc.Stock65,635$7.91M0.3%+65,635NewHistory
VVXV2X, Inc.COM110,485$7.57M0.3%+110,485NewHistory
SOLSSolstice Advanced Materials Inc.COM SHS94,700$7.21M0.2%+94,700NewHistory
AGXArgan IncStock13,225$7.20M0.2%+13,225NewHistory
CBOECboe Global Markets, Inc.COM24,235$6.81M0.2%+24,235NewHistory
MSFTMicrosoft CorpStock15,347$5.68M0.2%−369,128−96.0%ReducedHistory
RMBSRambus IncCOM64,395$5.54M0.2%+64,395NewHistory
CLSCelestica IncStock19,510$5.50M0.2%−151,470−88.6%ReducedHistory
LFUSLittelfuse IncCOM16,095$5.46M0.2%+16,095NewHistory
TERTeradyne, IncStock15,235$4.52M0.2%+15,235NewHistory
MDLNMedline Inc.COM CL A91,330$4.06M0.1%+91,330NewHistory
FPSForgent Power Solutions, Inc.COM SHS CL A100,185$2.93M0.1%+100,185NewHistory
SNSharkNinja, Inc.COM SHS20,350$2.16M0.1%−764,236−97.4%ReducedHistory
METAMeta Platforms, Inc.Stock2,015$1.15M<0.1%−180,750−98.9%ReducedHistory

Sold out since Q4 2025 (19)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of Munro Partners sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
BSXBoston Scientific CorpStock1,256,810$119.8M3.3%History
VVisa Inc.Stock263,300$92.3M2.6%History
SHOPShopify Inc.Stock392,935$63.3M1.8%History
ISRGIntuitive Surgical IncCOM NEW109,390$62.0M1.7%History
JEFJefferies Financial Group Inc.COM975,795$60.5M1.7%History
AXONAxon Enterprise, Inc.COM97,662$55.5M1.5%History
RDDTReddit, Inc.Stock41,550$9.55M0.3%History
TLNTalen Energy CorpCOM23,125$8.67M0.2%History
PODDInsulet CorpStock26,470$7.52M0.2%History
TTTrane Technologies plcSHS16,895$6.58M0.2%History
ALABAstera Labs, Inc.Stock39,430$6.56M0.2%History
FUTUFutu Holdings LtdSPON ADS CL A39,150$6.43M0.2%History
WAYWaystar Holding Corp.COM182,115$5.96M0.2%History
WMWaste Management IncStock25,735$5.65M0.2%History
MIRMirion Technologies, Inc.COM CL A222,720$5.22M0.1%History
TWTradeweb Markets Inc.Stock48,070$5.17M0.1%History
MELIMercadolibre IncCOM2,345$4.72M0.1%History
SPOTSpotify Technology S.A.Stock6,370$3.70M0.1%History
AVAVAeroVironment IncCOM11,215$2.71M0.1%History