Munro Partners
- SEC CIK
- 0001768744
- 最新申報
- 2026/8/10
2023 年第 3 季持倉
持倉截至 2023/9/30，2025/10/28 申報。只含多頭部位，變化是跟 2023 年第 2 季比股數。
- 持股檔數
- 38
- 較 2023 年第 2 季 +5
- 總值
- $19.8 億
- 較 2023 年第 2 季 −$1.88 億 (−8.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 1,273,347 | $1.67 億 | 8.4% | +66,848+5.5% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,283,082 | $1.63 億 | 8.2% | +219,064+20.6% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 374,466 | $1.63 億 | 8.2% | −21,429−5.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 600,355 | $1.38 億 | 7.0% | +84,308+16.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 424,468 | $1.34 億 | 6.8% | −228,308−35.0% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 282,224 | $1.12 億 | 5.6% | +10,901+4.0% | 加碼 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,623,335 | $1.01 億 | 5.1% | +141,999+9.6% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 165,348 | $9,242 萬 | 4.7% | −60,761−26.9% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 167,266 | $8,984 萬 | 4.5% | −39,459−19.1% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 809,366 | $8,829 萬 | 4.5% | +125,446+18.3% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 212,003 | $8,005 萬 | 4.0% | +71,048+50.4% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 151,776 | $6,966 萬 | 3.5% | −36,849−19.5% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 112,823 | $6,374 萬 | 3.2% | −55,935−33.1% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 32,699 | $5,990 萬 | 3.0% | −2,146−6.2% | 減碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 154,517 | $5,958 萬 | 3.0% | +1,517+1.0% | 加碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 427,948 | $5,925 萬 | 3.0% | +98,053+29.7% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 417,187 | $5,724 萬 | 2.9% | +128,867+44.7% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 105,537 | $5,392 萬 | 2.7% | +105,537 | 新進 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 85,238 | $4,298 萬 | 2.2% | −33,797−28.4% | 減碼 | 歷史 |
| ONOn Semiconductor Corp | Stock | 371,774 | $3,456 萬 | 1.7% | −450,957−54.8% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 713,475 | $3,281 萬 | 1.7% | +713,475 | 新進 | 歷史 |
| BSXBoston Scientific Corp | Stock | 501,575 | $2,648 萬 | 1.3% | +501,575 | 新進 | 歷史 |
| CLHClean Harbors Inc | COM | 142,526 | $2,385 萬 | 1.2% | +117,926+479.4% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 144,479 | $2,202 萬 | 1.1% | −242,884−62.7% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 154,612 | $1,344 萬 | 0.7% | −468,663−75.2% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 12,005 | $447.0 萬 | 0.2% | +3,005+33.4% | 加碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 7,619 | $390.9 萬 | 0.2% | +3,205+72.6% | 加碼 | 歷史 |
| GFLGFL Environmental Inc. | SUB VTG SHS | 121,045 | $384.4 萬 | 0.2% | +61,715+104.0% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 18,642 | $348.7 萬 | 0.2% | −6,690−26.4% | 減碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 58,755 | $312.6 萬 | 0.2% | +58,755 | 新進 | 歷史 |
| NEENextera Energy Inc | Stock | 53,210 | $304.8 萬 | 0.2% | −587,732−91.7% | 減碼 | 歷史 |
| NXTNextpower Inc. | Stock | 70,375 | $282.6 萬 | 0.1% | +46,255+191.8% | 加碼 | 歷史 |
| WCNWaste Connections, Inc. | COM | 18,150 | $243.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| FIXComfort Systems USA Inc | COM | 12,310 | $209.8 萬 | 0.1% | +12,310 | 新進 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 8,941 | $144.5 萬 | 0.1% | −114,160−92.7% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 26,540 | $142.0 萬 | 0.1% | +26,540 | 新進 | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 18,695 | $140.6 萬 | 0.1% | +18,695 | 新進 | 歷史 |
| TSLATesla, Inc. | Stock | 4,510 | $112.8 萬 | 0.1% | −4,150−47.9% | 減碼 | 歷史 |
2023 年第 2 季之後清倉（2 檔）
2023 年第 2 季季末還持有、這份申報已經沒有的部位。