Munro Partners
- SEC CIK
- 0001768744
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/10/15 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 66
- 較 2025 年第 1 季 +6
- 總值
- $32.1 億
- 較 2025 年第 1 季 +$11.1 億 (+52.7%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 2,013,346 | $3.18 億 | 9.9% | +640,680+46.7% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 434,223 | $2.16 億 | 6.7% | +95,405+28.2% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 809,513 | $1.78 億 | 5.5% | −16,989−2.1% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 219,405 | $1.62 億 | 5.0% | +50,315+29.8% | 加碼 | 歷史 |
| CEGConstellation Energy Corp | Stock | 439,012 | $1.42 億 | 4.4% | +2,655+0.6% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 200,344 | $1.13 億 | 3.5% | −2,415−1.2% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 513,535 | $1.12 億 | 3.5% | +513,535 | 新進 | 歷史 |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 1,065,458 | $1.11 億 | 3.5% | +184,480+20.9% | 加碼 | 歷史 |
| BSXBoston Scientific Corp | Stock | 958,605 | $1.03 億 | 3.2% | +356,150+59.1% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 126,836 | $9,887 萬 | 3.1% | +33,450+35.8% | 加碼 | 歷史 |
| GEVGE Vernova Inc. | Stock | 182,888 | $9,678 萬 | 3.0% | −112,263−38.0% | 減碼 | 歷史 |
| UBERUber Technologies, Inc | Stock | 1,032,095 | $9,629 萬 | 3.0% | +261,145+33.9% | 加碼 | 歷史 |
| NFLXNetflix Inc | Stock | 71,395 | $9,561 萬 | 3.0% | −14,610−17.0% | 減碼 | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 718,485 | $9,226 萬 | 2.9% | +676,790+1,623.2% | 加碼 | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 633,460 | $8,989 萬 | 2.8% | +633,460 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 475,542 | $8,380 萬 | 2.6% | +1,285+0.3% | 加碼 | 歷史 |
| JCIJohnson Controls International plc | Stock | 788,082 | $8,324 萬 | 2.6% | −161,668−17.0% | 減碼 | 歷史 |
| CWCurtiss Wright Corp | Stock | 159,656 | $7,800 萬 | 2.4% | +8,798+5.8% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 201,680 | $7,161 萬 | 2.2% | +201,680 | 新進 | 歷史 |
| LNGCheniere Energy, Inc. | COM NEW | 276,295 | $6,728 萬 | 2.1% | +276,295 | 新進 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 120,910 | $6,570 萬 | 2.0% | +83,160+220.3% | 加碼 | 歷史 |
| TKOTKO Group Holdings, Inc. | CL A | 360,926 | $6,567 萬 | 2.0% | −50,535−12.3% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 155,475 | $6,537 萬 | 2.0% | +43,250+38.5% | 加碼 | 歷史 |
| AXONAxon Enterprise, Inc. | COM | 75,622 | $6,261 萬 | 1.9% | −13,480−15.1% | 減碼 | 歷史 |
| NOWServiceNow, Inc. | Stock | 60,096 | $6,178 萬 | 1.9% | −38,097−38.8% | 減碼 | 歷史 |
| HEIHeico Corp | COM | 182,073 | $5,972 萬 | 1.9% | +176,503+3,168.8% | 加碼 | 歷史 |
| SPOTSpotify Technology S.A. | Stock | 77,560 | $5,951 萬 | 1.9% | +41,390+114.4% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 205,216 | $5,657 萬 | 1.8% | −266,604−56.5% | 減碼 | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 287,765 | $5,280 萬 | 1.6% | +287,765 | 新進 | 歷史 |
| ONONOn Holding AG | Stock | 510,051 | $2,655 萬 | 0.8% | −190,244−27.2% | 減碼 | 歷史 |
| HWMHowmet Aerospace Inc. | Stock | 140,890 | $2,622 萬 | 0.8% | −121,535−46.3% | 減碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 51,972 | $1,965 萬 | 0.6% | −6,478−11.1% | 減碼 | 歷史 |
| LINLinde PLC | Stock | 40,814 | $1,915 萬 | 0.6% | +6,106+17.6% | 加碼 | 歷史 |
| NEENextera Energy Inc | Stock | 266,932 | $1,853 萬 | 0.6% | +44,067+19.8% | 加碼 | 歷史 |
| GFLGFL Environmental Inc. | SUB VTG SHS | 256,167 | $1,293 萬 | 0.4% | +10,245+4.2% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 30,967 | $1,105 萬 | 0.3% | −6,307−16.9% | 減碼 | 歷史 |
| FIXComfort Systems USA Inc | COM | 18,069 | $968.9 萬 | 0.3% | −153,056−89.4% | 減碼 | 歷史 |
| TWTradeweb Markets Inc. | Stock | 55,235 | $808.6 萬 | 0.3% | +30,320+121.7% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 18,195 | $795.9 萬 | 0.2% | +1,900+11.7% | 加碼 | 歷史 |
| CLHClean Harbors Inc | COM | 34,399 | $795.2 萬 | 0.2% | −4,403−11.3% | 減碼 | 歷史 |
| TLNTalen Energy Corp | COM | 27,276 | $793.1 萬 | 0.2% | +5,794+27.0% | 加碼 | 歷史 |
| CPRTCopart Inc | COM | 138,102 | $677.7 萬 | 0.2% | +138,102 | 新進 | 歷史 |
| MELIMercadolibre Inc | COM | 2,235 | $584.1 萬 | 0.2% | −250−10.1% | 減碼 | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 168,180 | $563.4 萬 | 0.2% | +26,875+19.0% | 加碼 | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 86,740 | $480.6 萬 | 0.1% | +17,220+24.8% | 加碼依 4 比 1 拆股換算 | 歷史 |
| DRSLeonardo DRS, Inc. | Stock | 98,755 | $459.0 萬 | 0.1% | +36,835+59.5% | 加碼 | 歷史 |
| PODDInsulet Corp | Stock | 14,355 | $451.0 萬 | 0.1% | −6,500−31.2% | 減碼 | 歷史 |
| NVMINova Ltd. | COM | 14,485 | $398.6 萬 | 0.1% | +8,700+150.4% | 加碼 | 歷史 |
| CLSCelestica Inc | Stock | 24,855 | $388.0 萬 | 0.1% | +24,855 | 新進 | 歷史 |
| WAYWaystar Holding Corp. | COM | 86,195 | $352.3 萬 | 0.1% | +39,695+85.4% | 加碼 | 歷史 |
| ZSZscaler, Inc. | Stock | 10,260 | $322.1 萬 | 0.1% | +5,765+128.3% | 加碼 | 歷史 |
| GDDYGoDaddy Inc. | CL A | 17,590 | $316.7 萬 | 0.1% | +3,500+24.8% | 加碼 | 歷史 |
| DTDynatrace, Inc. | Stock | 57,180 | $315.7 萬 | 0.1% | +57,180 | 新進 | 歷史 |
| RDDTReddit, Inc. | Stock | 18,610 | $280.2 萬 | 0.1% | +9,685+108.5% | 加碼 | 歷史 |
| MIRMirion Technologies, Inc. | COM CL A | 121,875 | $262.4 萬 | 0.1% | +121,875 | 新進 | 歷史 |
| WIXWix.com Ltd. | SHS | 16,200 | $256.7 萬 | 0.1% | −12,130−42.8% | 減碼 | 歷史 |
| ALABAstera Labs, Inc. | Stock | 26,050 | $235.5 萬 | 0.1% | +11,075+74.0% | 加碼 | 歷史 |
| KNSLKinsale Capital Group, Inc. | Stock | 4,860 | $235.2 萬 | 0.1% | +4,860 | 新進 | 歷史 |
| OWLBlue Owl Capital Inc. | COM CL A | 119,875 | $230.3 萬 | 0.1% | +119,875 | 新進 | 歷史 |
| SBACSba Communications Corp | CL A | 9,305 | $218.5 萬 | 0.1% | +9,305 | 新進 | 歷史 |
| ULSUL Solutions Inc. | CLASS A COM SHS | 29,545 | $215.3 萬 | 0.1% | −4,230−12.5% | 減碼 | 歷史 |
| TRGPTarga Resources Corp. | COM | 10,865 | $189.1 萬 | 0.1% | −10,495−49.1% | 減碼 | 歷史 |
| CRWVCoreWeave, Inc. | Stock | 11,475 | $187.1 萬 | 0.1% | +11,475 | 新進 | 歷史 |
| AMRZAmrize Ltd | SHS | 37,325 | $184.9 萬 | 0.1% | +37,325 | 新進 | 歷史 |
| NXTNextpower Inc. | Stock | 28,679 | $155.9 萬 | <0.1% | +28,679 | 新進 | 歷史 |
| RYANRyan Specialty Holdings, Inc. | CL A | 19,735 | $134.2 萬 | <0.1% | −5,795−22.7% | 減碼 | 歷史 |
2025 年第 1 季之後清倉（9 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2025 年第 1 季股數 | 2025 年第 1 季市值 | 2025 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CRHCRH Public Ltd Co | ORD | 1,083,065 | $9,528 萬 | 4.5% | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 24,255 | $1,207 萬 | 0.6% | 歷史 |
| SNSharkNinja, Inc. | COM SHS | 55,715 | $464.7 萬 | 0.2% | 歷史 |
| CRMSalesforce, Inc. | Stock | 13,040 | $349.9 萬 | 0.2% | 歷史 |
| ARESAres Management Corp | CL A COM STK | 22,790 | $334.1 萬 | 0.2% | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 11,549 | $293.7 萬 | 0.1% | 歷史 |
| CCJCameco Corp | Stock | 33,651 | $138.5 萬 | 0.1% | 歷史 |
| APPAppLovin Corp | COM CL A | 3,590 | $95.1 萬 | <0.1% | 歷史 |
| ONTOOnto Innovation Inc. | COM | 7,320 | $88.8 萬 | <0.1% | 歷史 |