Munro Partners
- SEC CIK
- 0001768744
- 最新申報
- 2026/8/10
2024 年第 2 季持倉
持倉截至 2024/6/30，2025/10/21 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 57
- 較 2024 年第 1 季 0
- 總值
- $27.0 億
- 較 2024 年第 1 季 −$8,952 萬 (−3.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 2,440,728 | $3.02 億 | 11.2% | −1,148,932−32.0% | 減碼依 10 比 1 拆股換算 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,204,197 | $2.33 億 | 8.6% | +2,080+0.2% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 518,293 | $2.32 億 | 8.6% | −7,200−1.4% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 918,090 | $1.84 億 | 6.8% | +31,119+3.5% | 加碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 989,757 | $1.72 億 | 6.4% | −50,720−4.9% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 152,848 | $1.20 億 | 4.5% | −7,680−4.8% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 413,128 | $9,749 萬 | 3.6% | +110,025+36.3% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 189,210 | $9,540 萬 | 3.5% | −102,805−35.2% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 547,625 | $9,392 萬 | 3.5% | +547,625 | 新進 | 歷史 |
| VVisa Inc. | Stock | 329,305 | $8,643 萬 | 3.2% | −67,500−17.0% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 143,896 | $8,563 萬 | 3.2% | −36,110−20.1% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 89,566 | $8,109 萬 | 3.0% | −1,180−1.3% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 182,209 | $8,038 萬 | 3.0% | −1,860−1.0% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 433,457 | $7,895 萬 | 2.9% | −2,910−0.7% | 減碼 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,076,297 | $7,732 萬 | 2.9% | −153,450−12.5% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,051,615 | $7,643 萬 | 2.8% | +167,795+19.0% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 906,945 | $6,984 萬 | 2.6% | −2,840−0.3% | 減碼 | 歷史 |
| SNSharkNinja, Inc. | COM SHS | 828,179 | $6,224 萬 | 2.3% | +247,215+42.6% | 加碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 979,595 | $6,137 萬 | 2.3% | −364,855−27.1% | 減碼依 50 比 1 拆股換算 | 歷史 |
| QCOMQualcomm Inc | Stock | 303,915 | $6,053 萬 | 2.2% | +303,915 | 新進 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 782,820 | $5,870 萬 | 2.2% | +274,970+54.1% | 加碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 167,440 | $4,537 萬 | 1.7% | +167,440 | 新進 | 歷史 |
| ARMArm Holdings PLC | ADR | 270,107 | $4,419 萬 | 1.6% | +244,653+961.2% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 536,265 | $3,797 萬 | 1.4% | +503,365+1,530.0% | 加碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 92,080 | $2,800 萬 | 1.0% | +72,835+378.5% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 40,362 | $2,653 萬 | 1.0% | −77,015−65.6% | 減碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 276,419 | $2,300 萬 | 0.9% | −175,316−38.8% | 減碼 | 歷史 |
| ONONOn Holding AG | Stock | 310,875 | $1,206 萬 | 0.4% | −821,215−72.5% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 30,887 | $784.8 萬 | 0.3% | +6,780+28.1% | 加碼 | 歷史 |
| CLHClean Harbors Inc | COM | 33,106 | $748.7 萬 | 0.3% | −9,020−21.4% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 14,006 | $614.6 萬 | 0.2% | +840+6.4% | 加碼 | 歷史 |
| CCJCameco Corp | Stock | 124,850 | $614.3 萬 | 0.2% | +5,085+4.2% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 68,385 | $592.0 萬 | 0.2% | +8,245+13.7% | 加碼 | 歷史 |
| GFLGFL Environmental Inc. | SUB VTG SHS | 150,505 | $585.9 萬 | 0.2% | +5,810+4.0% | 加碼 | 歷史 |
| NXTNextpower Inc. | Stock | 117,770 | $552.1 萬 | 0.2% | −611,180−83.8% | 減碼 | 歷史 |
| CNMCore & Main, Inc. | CL A | 95,464 | $467.2 萬 | 0.2% | +3,680+4.0% | 加碼 | 歷史 |
| MELIMercadolibre Inc | COM | 1,915 | $314.7 萬 | 0.1% | −595−23.7% | 減碼 | 歷史 |
| ITGartner Inc | COM | 6,625 | $297.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,690 | $271.3 萬 | 0.1% | +10+0.6% | 加碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 60,885 | $268.3 萬 | 0.1% | −1,459,190−96.0% | 減碼 | 歷史 |
| VLTOVeralto Corp | Stock | 23,810 | $227.3 萬 | 0.1% | −7,215−23.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 10,288 | $219.5 萬 | 0.1% | −18,570−64.3% | 減碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 9,465 | $207.8 萬 | 0.1% | −321,460−97.1% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,760 | $149.6 萬 | 0.1% | −2,980−62.9% | 減碼 | 歷史 |
| ETNEaton Corp plc | Stock | 4,745 | $148.8 萬 | 0.1% | +4,745 | 新進 | 歷史 |
| ABNBAirbnb, Inc. | Stock | 9,065 | $137.5 萬 | 0.1% | −264,802−96.7% | 減碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 3,055 | $48.6 萬 | <0.1% | +1,145+59.9% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 3,880 | $41.1 萬 | <0.1% | +1,725+80.0% | 加碼 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 13,660 | $37.5 萬 | <0.1% | +13,660 | 新進 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 1,150 | $33.8 萬 | <0.1% | −63,435−98.2% | 減碼 | 歷史 |
| CAMTCamtek Ltd | ORD | 2,675 | $33.5 萬 | <0.1% | +300+12.6% | 加碼 | 歷史 |
| CARTMaplebear Inc. | COM | 9,295 | $29.9 萬 | <0.1% | +3,930+73.3% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 1,415 | $29.8 萬 | <0.1% | +1,415 | 新進 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 1,320 | $18.4 萬 | <0.1% | +150+12.8% | 加碼 | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 4,080 | $17.2 萬 | <0.1% | +4,080 | 新進 | 歷史 |
| RDDTReddit, Inc. | Stock | 2,160 | $13.8 萬 | <0.1% | +2,160 | 新進 | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 155 | $12.7 萬 | <0.1% | −2,725−94.6% | 減碼 | 歷史 |
2024 年第 1 季之後清倉（8 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| ADBEAdobe Inc. | Stock | 119,965 | $6,053 萬 | 2.2% | 歷史 |
| LULUlululemon athletica inc. | Stock | 120,327 | $4,701 萬 | 1.7% | 歷史 |
| MUMicron Technology Inc | Stock | 265,425 | $3,129 萬 | 1.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 4,264 | $239.0 萬 | 0.1% | 歷史 |
| VSTVistra Corp. | Stock | 28,915 | $201.4 萬 | 0.1% | 歷史 |
| MNDYmonday.com Ltd. | SHS | 430 | $9.71 萬 | <0.1% | 歷史 |
| DECKDeckers Outdoor Corp | COM | 99 | $9.32 萬 | <0.1% | 歷史 |
| ALABAstera Labs, Inc. | Stock | 500 | $3.71 萬 | <0.1% | 歷史 |