Munro Partners
- SEC CIK
- 0001768744
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/8/10。SEC
- 持股檔數
- 59
- 較 2026 年第 1 季 0
- 總值
- $44.01 億
- 較 2026 年第 1 季 +$14.5 億 (+49.1%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA CORPORATION COM | Stock | 1,483,301 | $2.97 億 | 6.74% | −170,450−10.3% | 減碼 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 217,873 | $2.56 億 | 5.82% | −42,060−16.2% | 減碼 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 623,657 | $2.23 億 | 5.06% | +187,990+43.1% | 加碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 922,313 | $2.2 億 | 4.99% | +123,415+15.4% | 加碼 | 查看 |
| AMATAPPLIED MATLS INC COM | Stock | 278,565 | $2.01 億 | 4.58% | +278,565 | 新進 | 查看 |
| PWRQUANTA SVCS INC | COM | 276,277 | $1.99 億 | 4.52% | +186,275+207.0% | 加碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 308,934 | $1.59 億 | 3.61% | +102,820+49.9% | 加碼 | 查看 |
| AVGOBROADCOM INC COM | Stock | 389,356 | $1.47 億 | 3.34% | −19,040−4.7% | 減碼 | 查看 |
| JCIJOHNSON CTLS INTL PLC SHS | Stock | 954,862 | $1.4 億 | 3.17% | +147,375+18.3% | 加碼 | 查看 |
| LITELUMENTUM HLDGS INC | COM | 160,222 | $1.37 億 | 3.12% | +86,827+118.3% | 加碼 | 查看 |
| FLEXFLEX LTD ORD | Stock | 804,342 | $1.3 億 | 2.96% | +804,342 | 新進 | 查看 |
| HWMHOWMET AEROSPACE INC COM | Stock | 483,932 | $1.3 億 | 2.96% | +125,455+35.0% | 加碼 | 查看 |
| MODMODINE MFG CO | COM | 443,360 | $1.18 億 | 2.69% | +325,040+274.7% | 加碼 | 查看 |
| LLYELI LILLY & CO COM | Stock | 97,240 | $1.17 億 | 2.65% | −4,835−4.7% | 減碼 | 查看 |
| MUMICRON TECHNOLOGY INC COM | Stock | 99,985 | $1.15 億 | 2.62% | +99,985 | 新進 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 308,680 | $1.15 億 | 2.62% | +80,825+35.5% | 加碼 | 查看 |
| TKOTKO GROUP HOLDINGS INC | CL A | 561,729 | $1.13 億 | 2.57% | −49,052−8.0% | 減碼 | 查看 |
| FWONKLIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 1,106,033 | $1.05 億 | 2.39% | +37,805+3.5% | 加碼 | 查看 |
| RTXRTX CORPORATION COM | Stock | 541,675 | $1.03 億 | 2.34% | +92,890+20.7% | 加碼 | 查看 |
| AMDADVANCED MICRO DEVICES INC COM | Stock | 171,716 | $9,975.15 萬 | 2.27% | +171,716 | 新進 | 查看 |
| WWDWOODWARD INC | COM | 230,170 | $9,792.35 萬 | 2.22% | +230,170 | 新進 | 查看 |
| WMBWILLIAMS COS INC | COM | 1,224,673 | $9,104.22 萬 | 2.07% | +1,224,673 | 新進 | 查看 |
| CGNXCOGNEX CORP | COM | 1,046,750 | $7,580.56 萬 | 1.72% | +1,046,750 | 新進 | 查看 |
| ARMARM HOLDINGS PLC SPONSORED ADS | ADR | 193,733 | $6,869.19 萬 | 1.56% | +193,733 | 新進 | 查看 |
| INIOINNIO NV | ORDINARY SHARES | 1,736,315 | $6,867.13 萬 | 1.56% | +1,736,315 | 新進 | 查看 |
| LGNLEGENCE CORP | CL A | 779,617 | $6,644.68 萬 | 1.51% | +31,785+4.3% | 加碼 | 查看 |
| FIXCOMFORT SYS USA INC | COM | 30,230 | $5,991.43 萬 | 1.36% | +9,526+46.0% | 加碼 | 查看 |
| LINLINDE PLC SHS | Stock | 105,094 | $5,453.75 萬 | 1.24% | +40,135+61.8% | 加碼 | 查看 |
| ONTOONTO INNOVATION INC | COM | 136,375 | $5,161.11 萬 | 1.17% | +136,375 | 新進 | 查看 |
| MRVLMARVELL TECHNOLOGY INC | COM | 171,565 | $5,110.75 萬 | 1.16% | +171,565 | 新進 | 查看 |
| AEISADVANCED ENERGY INDS | COM | 135,051 | $5,035.65 萬 | 1.14% | +135,051 | 新進 | 查看 |
| NEENEXTERA ENERGY INC COM | Stock | 559,902 | $4,914.26 萬 | 1.12% | −984,210−63.7% | 減碼 | 查看 |
| CLHCLEAN HARBORS INC | COM | 149,769 | $4,474.35 萬 | 1.02% | +109,100+268.3% | 加碼 | 查看 |
| POWLPOWELL INDS INC COM | Stock | 119,502 | $3,422.06 萬 | 0.78% | +104,822+714.0% | 加碼 | 查看 |
| CCJCAMECO CORP COM | Stock | 306,375 | $3,120.74 萬 | 0.71% | +141,110+85.4% | 加碼 | 查看 |
| UCTTULTRA CLEAN HLDGS INC | COM | 183,547 | $2,617.2 萬 | 0.59% | +183,547 | 新進 | 查看 |
| TERTERADYNE INC COM | Stock | 50,471 | $2,441.99 萬 | 0.55% | +35,236+231.3% | 加碼 | 查看 |
| SOLSSOLSTICE ADVANCED MATLS INC | COM SHS | 267,580 | $2,370.76 萬 | 0.54% | +172,880+182.6% | 加碼 | 查看 |
| NINISOURCE INC | COM | 463,224 | $2,202.63 萬 | 0.50% | +253,694+121.1% | 加碼 | 查看 |
| DRSLEONARDO DRS INC COM | Stock | 506,570 | $2,161.53 萬 | 0.49% | −120,345−19.2% | 減碼 | 查看 |
| QCOMQUALCOMM INC COM | Stock | 110,365 | $2,039.43 萬 | 0.46% | +110,365 | 新進 | 查看 |
| NVMINOVA LTD | COM | 36,962 | $2,006.81 萬 | 0.46% | +15,512+72.3% | 加碼 | 查看 |
| AIRAAR CORP COM | Stock | 139,137 | $1,988.69 萬 | 0.45% | +19,912+16.7% | 加碼 | 查看 |
| NXTNEXTPOWER INC COM | Stock | 165,755 | $1,974.81 萬 | 0.45% | +100,120+152.5% | 加碼 | 查看 |
| CIENCIENA CORP | COM NEW | 37,946 | $1,861.48 萬 | 0.42% | −177,029−82.3% | 減碼 | 查看 |
| HEIHEICO CORP NEW | COM | 45,747 | $1,629.46 萬 | 0.37% | −2,703−5.6% | 減碼 | 查看 |
| BIPBROOKFIELD INFRASTRUCTURE PA | LP INT UNIT | 428,502 | $1,563.6 萬 | 0.36% | −283,383−39.8% | 減碼 | 查看 |
| MYRGMYR GROUP INC | COM | 30,625 | $1,532.48 萬 | 0.35% | +30,625 | 新進 | 查看 |
| TSEMTOWER SEMICONDUCTOR LTD | SHS NEW | 56,530 | $1,473.4 萬 | 0.33% | +56,530 | 新進 | 查看 |
| SNDKSANDISK CORP | COM | 5,969 | $1,357.19 萬 | 0.31% | +5,969 | 新進 | 查看 |
| VRTVERTIV HOLDINGS CO | COM CL A | 39,070 | $1,308.14 萬 | 0.30% | −53,945−58.0% | 減碼 | 查看 |
| RDDTREDDIT INC CL A | Stock | 74,339 | $1,290.38 萬 | 0.29% | +74,339 | 新進 | 查看 |
| CRHCRH PLC | ORD | 113,325 | $1,212.58 萬 | 0.28% | −69,755−38.1% | 減碼 | 查看 |
| TRGPTARGA RES CORP | COM | 43,870 | $1,176.33 萬 | 0.27% | −384,930−89.8% | 減碼 | 查看 |
| BWABORGWARNER INC | COM | 167,194 | $1,110.17 萬 | 0.25% | +167,194 | 新進 | 查看 |
| IBKRINTERACTIVE BROKERS GROUP INC COM CL A | Stock | 124,504 | $1,083.68 萬 | 0.25% | −94,886−43.2% | 減碼 | 查看 |
| ULSUL SOLUTIONS INC | CLASS A COM SHS | 64,020 | $652.11 萬 | 0.15% | +64,020 | 新進 | 查看 |
| VIAVVIAVI SOLUTIONS INC | COM | 129,776 | $619.68 萬 | 0.14% | +129,776 | 新進 | 查看 |
| ALGMALLEGRO MICROSYSTEMS INC | COM | 49,800 | $346.71 萬 | 0.08% | +49,800 | 新進 | 查看 |
選擇權（2 檔）
同一份申報裡的賣權（put）與買權（call）部位。金額是標的股票的市值，也就是 13F 申報的數字。
2026 年第 1 季 之後清倉（22 檔）
2026 年第 1 季 季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季 股數 | 2026 年第 1 季 市值 | 2026 年第 1 季 佔組合 % |
|---|---|---|---|---|
| ETNEATON CORP PLC SHS | Stock | 328,527 | $1.18 億 | 3.98% |
| STRLSTERLING INFRASTRUCTURE INC | COM | 164,995 | $6,719.75 萬 | 2.28% |
| MCKMCKESSON CORP COM | Stock | 68,765 | $5,950.65 萬 | 2.02% |
| BWXTBWX TECHNOLOGIES INC | COM | 246,220 | $5,034.95 萬 | 1.71% |
| CFCF INDUSTRIES HOLD | COM | 372,730 | $4,839.53 萬 | 1.64% |
| GFLGFL ENVIRONMENTAL INC | SUB VTG SHS | 520,187 | $2,170.22 萬 | 0.74% |
| CWCURTISS WRIGHT CORP COM | Stock | 25,190 | $1,715.74 萬 | 0.58% |
| PRIMPRIMORIS SVCS CORP COM | Stock | 112,170 | $1,604.48 萬 | 0.54% |
| CEGCONSTELLATION ENERGY CORP COM | Stock | 50,050 | $1,397.65 萬 | 0.47% |
| ROADCONSTRUCTION PARTNERS INC | COM CL A | 125,575 | $1,395.39 萬 | 0.47% |
| COHRCOHERENT CORP | COM | 41,305 | $983.93 萬 | 0.33% |
| VVXV2X INC | COM | 110,485 | $756.82 萬 | 0.26% |
| AGXARGAN INC COM | Stock | 13,225 | $720.3 萬 | 0.24% |
| CBOECBOE GLOBAL MKTS INC | COM | 24,235 | $681.17 萬 | 0.23% |
| MSFTMICROSOFT CORP COM | Stock | 15,347 | $568.1 萬 | 0.19% |
| RMBSRAMBUS INC DEL | COM | 64,395 | $553.99 萬 | 0.19% |
| CLSCELESTICA INC COM | Stock | 19,510 | $549.56 萬 | 0.19% |
| LFUSLITTELFUSE INC | COM | 16,095 | $546.18 萬 | 0.19% |
| MDLNMEDLINE INC | COM CL A | 91,330 | $406.42 萬 | 0.14% |
| FPSFORGENT POWER SOLUTIONS INC | COM SHS CL A | 100,185 | $293.24 萬 | 0.10% |
| SNSHARKNINJA INC | COM SHS | 20,350 | $215.51 萬 | 0.07% |
| METAMETA PLATFORMS INC CL A | Stock | 2,015 | $115.28 萬 | 0.04% |