Munro Partners
- SEC CIK
- 0001768744
- 最新申報
- 2026/8/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2025/10/28 申報。只含多頭部位。
- 持股檔數
- 25
- 2020 年第 4 季沒有 13F 資料
- 總值
- $23.2 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 64,891 | $2.01 億 | 8.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 727,109 | $1.71 億 | 7.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 69,607 | $1.44 億 | 6.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 545,115 | $1.32 億 | 5.7% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 257,800 | $1.29 億 | 5.6% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,044,735 | $1.24 億 | 5.3% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 520,900 | $1.17 億 | 5.0% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 213,475 | $1.14 億 | 4.9% | – | – | 歷史 |
| MAMastercard Inc | Stock | 314,700 | $1.12 億 | 4.8% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 213,710 | $1.11 億 | 4.8% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 1,465,320 | $1.11 億 | 4.8% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 199,485 | $9,483 萬 | 4.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 1,059,600 | $9,347 萬 | 4.0% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,481,400 | $8,075 萬 | 3.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 370,008 | $7,834 萬 | 3.4% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 649,577 | $7,785 萬 | 3.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 199,160 | $7,020 萬 | 3.0% | – | – | 歷史 |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 544,717 | $6,264 萬 | 2.7% | – | – | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 223,605 | $5,991 萬 | 2.6% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 524,400 | $5,856 萬 | 2.5% | – | – | 歷史 |
| DARDarling Ingredients Inc. | COM | 762,900 | $5,613 萬 | 2.4% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 140,399 | $4,784 萬 | 2.1% | – | – | 歷史 |
| TEAMAtlassian Corp | CL A | 209,905 | $4,424 萬 | 1.9% | – | – | 歷史 |
| IBPInstalled Building Products, Inc. | COM | 196,083 | $2,174 萬 | 0.9% | – | – | 歷史 |
| WMSAdvanced Drainage Systems, Inc. | COM | 97,325 | $1,006 萬 | 0.4% | – | – | 歷史 |