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Munro Partners 13F holdings

Filed 2026-08-10 · Munro Partners · 61 positions · $4.5B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION1.5M$296.8M6.5%
GEVGE VERNOVA INC217.9K$256.0M5.6%
GOOGLALPHABET INC623.7K$222.9M4.9%
AMZNAMAZON COM INC922.3K$219.8M4.8%
AMATAPPLIED MATLS INC278.6K$201.4M4.4%
PWRQUANTA SVCS INC276.3K$198.9M4.4%
MAMASTERCARD INCORPORATED308.9K$158.7M3.5%
AVGOBROADCOM INC389.4K$147.1M3.2%
—JOHNSON CONTROLS INTERNATION954.9K$139.5M3.1%
LITELUMENTUM HLDGS INC160.2K$137.5M3.0%
FLEXFLEX LTD804.3K$130.4M2.9%
HWMHOWMET AEROSPACE INC483.9K$130.1M2.9%
MODMODINE MFG CO443.4K$118.4M2.6%
LLYELI LILLY & CO97.2K$116.6M2.6%
MUMICRON TECHNOLOGY INC100.0K$115.4M2.5%
GEGE AEROSPACE308.7K$115.4M2.5%
TKOTKO GROUP HOLDINGS INC561.7K$113.1M2.5%
TSLATESLA INC268.5K$112.9M2.5%
FWONKLIBERTY MEDIA CORP DEL1.1M$105.2M2.3%
RTXRTX CORPORATION541.7K$102.8M2.3%
AMDADVANCED MICRO DEVICES INC171.7K$99.8M2.2%
WWDWOODWARD INC230.2K$97.9M2.2%
WMBWILLIAMS COS INC1.2M$91.0M2.0%
CGNXCOGNEX CORP1.0M$75.8M1.7%
ARMARM HOLDINGS PLC193.7K$68.7M1.5%
—INNIO NV1.7M$68.7M1.5%
LGNLEGENCE CORP779.6K$66.4M1.5%
FIXCOMFORT SYS USA INC30.2K$59.9M1.3%
LINLINDE PLC105.1K$54.5M1.2%
ONTOONTO INNOVATION INC136.4K$51.6M1.1%
MRVLMARVELL TECHNOLOGY INC171.6K$51.1M1.1%
AEISADVANCED ENERGY INDS135.1K$50.4M1.1%
NEENEXTERA ENERGY INC559.9K$49.1M1.1%
CLHCLEAN HARBORS INC149.8K$44.7M1.0%
POWLPOWELL INDS INC119.5K$34.2M0.8%
CCJCAMECO CORP306.4K$31.2M0.7%
UCTTULTRA CLEAN HLDGS INC183.5K$26.2M0.6%
QCOMQUALCOMM INC138.0K$25.5M0.6%
TERTERADYNE INC50.5K$24.4M0.5%
SOLSSOLSTICE ADVANCED MATLS INC267.6K$23.7M0.5%
NINISOURCE INC463.2K$22.0M0.5%
DRSLEONARDO DRS INC506.6K$21.6M0.5%
QCOMQUALCOMM INC110.4K$20.4M0.4%
—NOVA LTD37.0K$20.1M0.4%
AIRAAR CORP139.1K$19.9M0.4%
NXPWNEXTPOWER INC165.8K$19.7M0.4%
CIENCIENA CORP37.9K$18.6M0.4%
HEIHEICO CORP NEW45.7K$16.3M0.4%
—BROOKFIELD INFRASTRUCTURE PA428.5K$15.6M0.3%
MYRGMYR GROUP INC30.6K$15.3M0.3%
TSEMTOWER SEMICONDUCTOR LTD56.5K$14.7M0.3%
SNDKSANDISK CORP6.0K$13.6M0.3%
VRTVERTIV HOLDINGS CO39.1K$13.1M0.3%
RDDTREDDIT INC74.3K$12.9M0.3%
CRHCRH PLC113.3K$12.1M0.3%
TRGPTARGA RES CORP43.9K$11.8M0.3%
BWABORGWARNER INC167.2K$11.1M0.2%
IBKRINTERACTIVE BROKERS GROUP IN124.5K$10.8M0.2%
ULSUL SOLUTIONS INC64.0K$6.5M0.1%
VIAVVIAVI SOLUTIONS INC129.8K$6.2M0.1%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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