Munro Partners
- SEC CIK
- 0001768744
- 最新申報
- 2026/8/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2025/10/21 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 57
- 較 2023 年第 4 季 +5
- 總值
- $27.9 億
- 較 2023 年第 4 季 +$6.20 億 (+28.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 358,966 | $3.24 億 | 11.6% | −11,680−3.2% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 525,493 | $2.21 億 | 7.9% | +111,430+26.9% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,202,117 | $2.17 億 | 7.8% | +29,780+2.5% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 886,971 | $1.64 億 | 5.9% | +193,765+28.0% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 292,015 | $1.42 億 | 5.1% | +72,490+33.0% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,040,477 | $1.42 億 | 5.1% | +445,280+74.8% | 加碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 160,528 | $1.22 億 | 4.4% | +8,650+5.7% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 396,805 | $1.11 億 | 4.0% | −25,960−6.1% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 180,006 | $1.03 億 | 3.7% | +85,270+90.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 184,069 | $8,864 萬 | 3.2% | −510−0.3% | 減碼 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,229,747 | $8,067 萬 | 2.9% | +48,796+4.1% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 26,889 | $7,816 萬 | 2.8% | −1,140−4.1% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 117,377 | $7,630 萬 | 2.7% | +8,320+7.6% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 90,746 | $7,060 萬 | 2.5% | −13,615−13.0% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 883,820 | $6,805 萬 | 2.4% | −1,315−0.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 436,367 | $6,586 萬 | 2.4% | −367,945−45.7% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 303,103 | $6,251 萬 | 2.2% | +48,450+19.0% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 909,785 | $6,231 萬 | 2.2% | −1,305−0.1% | 減碼 | 歷史 |
| ADBEAdobe Inc. | Stock | 119,965 | $6,053 萬 | 2.2% | −12,565−9.5% | 減碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 330,925 | $5,992 萬 | 2.1% | +131,005+65.5% | 加碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 1,520,075 | $5,270 萬 | 1.9% | +330,445+27.8% | 加碼 | 歷史 |
| LULUlululemon athletica inc. | Stock | 120,327 | $4,701 萬 | 1.7% | +3,695+3.2% | 加碼 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 273,867 | $4,518 萬 | 1.6% | +41,745+18.0% | 加碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 507,850 | $4,381 萬 | 1.6% | +507,850 | 新進 | 歷史 |
| NXTNextpower Inc. | Stock | 728,950 | $4,102 萬 | 1.5% | +643,190+750.0% | 加碼 | 歷史 |
| ONONOn Holding AG | Stock | 1,132,090 | $4,005 萬 | 1.4% | −372,240−24.7% | 減碼 | 歷史 |
| SNSharkNinja, Inc. | COM SHS | 580,964 | $3,619 萬 | 1.3% | −55,735−8.8% | 減碼 | 歷史 |
| MUMicron Technology Inc | Stock | 265,425 | $3,129 萬 | 1.1% | +265,425 | 新進 | 歷史 |
| APPAppLovin Corp | COM CL A | 451,735 | $3,127 萬 | 1.1% | +447,675+11,026.5% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 64,585 | $2,021 萬 | 0.7% | +64,585 | 新進 | 歷史 |
| CLHClean Harbors Inc | COM | 42,126 | $848.0 萬 | 0.3% | −104,277−71.2% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 24,107 | $626.3 萬 | 0.2% | +5,575+30.1% | 加碼 | 歷史 |
| WMWaste Management Inc | Stock | 28,858 | $615.1 萬 | 0.2% | −1,550−5.1% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 19,245 | $611.4 萬 | 0.2% | +4,115+27.2% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 13,166 | $611.3 萬 | 0.2% | +1,715+15.0% | 加碼 | 歷史 |
| CNMCore & Main, Inc. | CL A | 91,784 | $525.5 萬 | 0.2% | −6,090−6.2% | 減碼 | 歷史 |
| CCJCameco Corp | Stock | 119,765 | $518.8 萬 | 0.2% | −235,690−66.3% | 減碼 | 歷史 |
| GFLGFL Environmental Inc. | SUB VTG SHS | 144,695 | $499.2 萬 | 0.2% | +81,410+128.6% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 60,140 | $491.2 萬 | 0.2% | +19,755+48.9% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 2,510 | $379.5 萬 | 0.1% | −5−0.2% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 4,740 | $347.3 萬 | 0.1% | −23,258−83.1% | 減碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 25,454 | $318.1 萬 | 0.1% | −31,911−55.6% | 減碼 | 歷史 |
| ITGartner Inc | COM | 6,625 | $315.8 萬 | 0.1% | −65−1.0% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 31,025 | $275.1 萬 | 0.1% | −6,850−18.1% | 減碼 | 歷史 |
| MSCIMSCI Inc. | Stock | 4,264 | $239.0 萬 | 0.1% | −2,995−41.3% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,680 | $222.7 萬 | 0.1% | −24,565−93.6% | 減碼 | 歷史 |
| NEENextera Energy Inc | Stock | 32,900 | $210.3 萬 | 0.1% | −18,001−35.4% | 減碼 | 歷史 |
| VSTVistra Corp. | Stock | 28,915 | $201.4 萬 | 0.1% | +28,915 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 2,880 | $195.1 萬 | 0.1% | +2,740+1,957.1% | 加碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 1,910 | $26.3 萬 | <0.1% | +1,910 | 新進 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 2,155 | $22.4 萬 | <0.1% | +265+14.0% | 加碼 | 歷史 |
| CARTMaplebear Inc. | COM | 5,365 | $20.0 萬 | <0.1% | +5,365 | 新進 | 歷史 |
| CAMTCamtek Ltd | ORD | 2,375 | $19.9 萬 | <0.1% | −507,685−99.5% | 減碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 1,170 | $13.9 萬 | <0.1% | +80+7.3% | 加碼 | 歷史 |
| MNDYmonday.com Ltd. | SHS | 430 | $9.71 萬 | <0.1% | +430 | 新進 | 歷史 |
| DECKDeckers Outdoor Corp | COM | 99 | $9.32 萬 | <0.1% | −76−43.4% | 減碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 500 | $3.71 萬 | <0.1% | +500 | 新進 | 歷史 |
2023 年第 4 季之後清倉（3 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。