Munro Partners
$4.4B 13F equity value
81 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Munro Partners covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 1,483,301 | $297M | 6.7% |
| GEV | GE VERNOVA INC | 217,873 | $256M | 5.8% |
| GOOGL | ALPHABET INC | 623,657 | $223M | 5.1% |
| AMZN | AMAZON COM INC | 922,313 | $220M | 5.0% |
| AMAT | APPLIED MATLS INC | 278,565 | $201M | 4.6% |
| PWR | QUANTA SVCS INC | 276,277 | $199M | 4.5% |
| MA | MASTERCARD INCORPORATED | 308,934 | $159M | 3.6% |
| AVGO | BROADCOM INC | 389,356 | $147M | 3.3% |
| JCI | JOHNSON CONTROLS INTERNATION | 954,862 | $140M | 3.2% |
| LITE | LUMENTUM HLDGS INC | 160,222 | $137M | 3.1% |
Track Munro Partners's 13F portfolio: $4.4B in reported holdings, 81 positions. Top holdings and quarterly changes on SentiSense.
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