Munro Partners
- SEC CIK
- 0001768744
- 最新申報
- 2026/8/10
2024 年第 3 季持倉
持倉截至 2024/9/30，2025/10/21 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 62
- 較 2024 年第 2 季 +5
- 總值
- $27.5 億
- 較 2024 年第 2 季 +$4,508 萬 (+1.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 1,788,882 | $2.17 億 | 7.9% | −651,846−26.7% | 減碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 792,366 | $2.06 億 | 7.5% | −125,724−13.7% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,053,832 | $1.96 億 | 7.2% | −150,365−12.5% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 447,068 | $1.92 億 | 7.0% | −71,225−13.7% | 減碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 495,745 | $1.26 億 | 4.6% | −51,880−9.5% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 659,371 | $1.15 億 | 4.2% | −330,386−33.4% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 122,068 | $1.09 億 | 4.0% | −30,780−20.1% | 減碼 | 歷史 |
| CRHCRH Public Ltd Co | ORD | 1,077,815 | $9,996 萬 | 3.6% | +294,995+37.7% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 189,159 | $9,341 萬 | 3.4% | +6,950+3.8% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 156,845 | $8,978 萬 | 3.3% | −32,365−17.1% | 減碼 | 歷史 |
| SNSharkNinja, Inc. | COM SHS | 744,124 | $8,089 萬 | 2.9% | −84,055−10.1% | 減碼 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 987,444 | $7,646 萬 | 2.8% | −88,853−8.3% | 減碼 | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 1,305,435 | $7,522 萬 | 2.7% | +325,840+33.3% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 84,116 | $7,452 萬 | 2.7% | −5,450−6.1% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 982,355 | $7,383 萬 | 2.7% | −69,260−6.6% | 減碼 | 歷史 |
| SNPSSynopsys Inc | COM | 142,611 | $7,222 萬 | 2.6% | −1,285−0.9% | 減碼 | 歷史 |
| KLACKLA Corp | COM NEW | 92,840 | $7,190 萬 | 2.6% | +92,840 | 新進 | 歷史 |
| FIXComfort Systems USA Inc | COM | 175,190 | $6,839 萬 | 2.5% | +83,110+90.3% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 381,715 | $6,585 萬 | 2.4% | +364,815+2,158.7% | 加碼依 10 比 1 拆股換算 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 395,122 | $6,553 萬 | 2.4% | −38,335−8.8% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 316,224 | $6,389 萬 | 2.3% | −96,904−23.5% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 191,730 | $6,302 萬 | 2.3% | +24,290+14.5% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 228,695 | $6,288 萬 | 2.3% | −100,610−30.6% | 減碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 733,645 | $6,148 萬 | 2.2% | −173,300−19.1% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 78,625 | $5,577 萬 | 2.0% | +78,625 | 新進 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 105,040 | $4,723 萬 | 1.7% | +105,040 | 新進 | 歷史 |
| JCIJohnson Controls International plc | Stock | 532,970 | $4,136 萬 | 1.5% | +532,970 | 新進 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 89,102 | $3,561 萬 | 1.3% | +87,952+7,648.0% | 加碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 207,335 | $2,063 萬 | 0.8% | +138,950+203.2% | 加碼 | 歷史 |
| TLNTalen Energy Corp | COM | 101,465 | $1,809 萬 | 0.7% | +101,465 | 新進 | 歷史 |
| RDNTRadNet, Inc. | COM | 231,398 | $1,606 萬 | 0.6% | +231,398 | 新進 | 歷史 |
| PWRQuanta Services, Inc. | COM | 44,792 | $1,335 萬 | 0.5% | +13,905+45.0% | 加碼 | 歷史 |
| CLHClean Harbors Inc | COM | 40,311 | $974.4 萬 | 0.4% | +7,205+21.8% | 加碼 | 歷史 |
| LINLinde PLC | Stock | 17,906 | $853.9 萬 | 0.3% | +3,900+27.8% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 23,315 | $772.8 萬 | 0.3% | +18,570+391.4% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 70,580 | $596.6 萬 | 0.2% | −465,685−86.8% | 減碼 | 歷史 |
| GFLGFL Environmental Inc. | SUB VTG SHS | 144,715 | $577.1 萬 | 0.2% | −5,790−3.8% | 減碼 | 歷史 |
| ONONOn Holding AG | Stock | 106,215 | $532.7 萬 | 0.2% | −204,660−65.8% | 減碼 | 歷史 |
| MELIMercadolibre Inc | COM | 2,050 | $420.7 萬 | 0.2% | +135+7.0% | 加碼 | 歷史 |
| WIXWix.com Ltd. | SHS | 21,550 | $360.3 萬 | 0.1% | +18,495+605.4% | 加碼 | 歷史 |
| FSLRFirst Solar, Inc. | Stock | 14,330 | $357.4 萬 | 0.1% | +14,330 | 新進 | 歷史 |
| ITGartner Inc | COM | 6,605 | $334.7 萬 | 0.1% | −20−0.3% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 15,948 | $331.1 萬 | 0.1% | +5,660+55.0% | 加碼 | 歷史 |
| VLTOVeralto Corp | Stock | 24,780 | $277.2 萬 | 0.1% | +970+4.1% | 加碼 | 歷史 |
| PINSPinterest, Inc. | CL A | 65,155 | $210.9 萬 | 0.1% | +4,270+7.0% | 加碼 | 歷史 |
| ARMArm Holdings PLC | ADR | 10,489 | $150.0 萬 | 0.1% | −259,618−96.1% | 減碼 | 歷史 |
| CAMTCamtek Ltd | ORD | 17,860 | $142.6 萬 | 0.1% | +15,185+567.7% | 加碼 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 31,235 | $109.4 萬 | <0.1% | +17,575+128.7% | 加碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 6,160 | $76.2 萬 | <0.1% | +2,280+58.8% | 加碼 | 歷史 |
| APPAppLovin Corp | COM CL A | 4,765 | $62.2 萬 | <0.1% | −271,654−98.3% | 減碼 | 歷史 |
| NVMINova Ltd. | COM | 2,705 | $56.4 萬 | <0.1% | +2,705 | 新進 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 3,615 | $50.4 萬 | <0.1% | +3,615 | 新進 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 3,020 | $47.3 萬 | <0.1% | +1,700+128.8% | 加碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 3,060 | $45.3 萬 | <0.1% | +3,060 | 新進 | 歷史 |
| RDDTReddit, Inc. | Stock | 6,285 | $41.4 萬 | <0.1% | +4,125+191.0% | 加碼 | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 8,215 | $40.5 萬 | <0.1% | +4,135+101.3% | 加碼 | 歷史 |
| ONTOOnto Innovation Inc. | COM | 1,575 | $32.7 萬 | <0.1% | −7,890−83.4% | 減碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 6,170 | $32.3 萬 | <0.1% | +6,170 | 新進 | 歷史 |
| ZSZscaler, Inc. | Stock | 1,815 | $31.0 萬 | <0.1% | +1,815 | 新進 | 歷史 |
| CARTMaplebear Inc. | COM | 6,555 | $26.7 萬 | <0.1% | −2,740−29.5% | 減碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 2,025 | $22.1 萬 | <0.1% | +610+43.1% | 加碼 | 歷史 |
| HUTHut 8 Corp. | COM | 7,910 | $9.70 萬 | <0.1% | +7,910 | 新進 | 歷史 |
2024 年第 2 季之後清倉（8 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| QCOMQualcomm Inc | Stock | 303,915 | $6,053 萬 | 2.2% | 歷史 |
| INTUIntuit Inc. | Stock | 40,362 | $2,653 萬 | 1.0% | 歷史 |
| CCJCameco Corp | Stock | 124,850 | $614.3 萬 | 0.2% | 歷史 |
| NXTNextpower Inc. | Stock | 117,770 | $552.1 萬 | 0.2% | 歷史 |
| CNMCore & Main, Inc. | CL A | 95,464 | $467.2 萬 | 0.2% | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,760 | $149.6 萬 | 0.1% | 歷史 |
| ABNBAirbnb, Inc. | Stock | 9,065 | $137.5 萬 | 0.1% | 歷史 |
| MPWRMonolithic Power Systems, Inc. | COM | 155 | $12.7 萬 | <0.1% | 歷史 |