Munro Partners
$3.0B Assets Reported
78 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,653,751 | $288M | 9.8% |
| GEV | GE VERNOVA INC | 259,933 | $227M | 7.7% |
| AMZN | AMAZON COM INC | 798,898 | $166M | 5.6% |
| NEE | NEXTERA ENERGY INC | 1,544,112 | $143M | 4.9% |
| AVGO | BROADCOM INC | 408,396 | $126M | 4.3% |
| GOOGL | ALPHABET INC | 435,667 | $125M | 4.2% |
| TKO | TKO GROUP HOLDINGS INC | 610,781 | $123M | 4.2% |
| ETN | EATON CORP PLC | 328,527 | $118M | 4.0% |
| TRGP | TARGA RES CORP | 428,800 | $108M | 3.6% |
| JCI | JOHNSON CONTROLS INTERNATION | 807,487 | $106M | 3.6% |
Track Munro Partners's 13F portfolio: $3.0B in reported holdings, 78 positions. Top holdings, AUM, and quarterly changes on SentiSense.