Munro Partners
Net buyer this quarter
$4.54B
59
+$951M
43.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $297M | 6.54% | 0.01% | -10.3% | Q4 2019 |
 GEV | $256M | 5.64% | 0.08% | -16.2% | Q2 2024 |
 GOOGL | $223M | 4.91% | 0.01% | +43.2% | Q3 2018 |
 AMZN | $220M | 4.84% | 0.01% | +15.5% | Q3 2018 |
 AMAT | $201M | 4.44% | 0.04% | Not reported | Q2 2023 |
 PWR | $199M | 4.38% | 0.18% | +207.0% | Q3 2022 |
 MA | $159M | 3.50% | 0.03% | +49.9% | Q3 2018 |
 AVGO | $147M | 3.24% | 0.01% | -4.7% | Q2 2020 |
 JCI | $140M | 3.07% | 0.16% | +18.3% | Q3 2023 |
 LITE | $137M | 3.03% | 0.18% | +118.3% | Q1 2026 |
 FLEX | $130M | 2.87% | 0.22% | New | Q2 2026 |
 HWM | $130M | 2.87% | 0.12% | +35.0% | Q4 2024 |
 MOD | $118M | 2.61% | 0.84% | +274.7% | Q1 2026 |
 LLY | $117M | 2.57% | 0.01% | -4.7% | Q3 2022 |
 MU | $115M | 2.54% | 0.01% | Not reported | Q4 2020 |
 GE | $115M | 2.54% | 0.03% | +35.5% | Q4 2025 |
 TKO | $113M | 2.49% | Not reported | -8.0% | Q4 2024 |
 FWONK | $105M | 2.32% | Not reported | +3.5% | Q4 2022 |
 RTX | $103M | 2.26% | 0.04% | +20.7% | Q1 2022 |
 AMD | $99.8M | 2.20% | 0.01% | Not reported | Q3 2021 |
 WWD | $97.9M | 2.16% | 0.39% | New | Q2 2026 |
 WMB | $91M | 2.01% | 0.10% | New | Q2 2026 |
 CGNX | $75.8M | 1.67% | 0.63% | New | Q2 2026 |
 ARM | $68.7M | 1.51% | 0.02% | Not reported | Q3 2023 |
 INIO | $68.7M | 1.51% | 0.23% | New | Q2 2026 |
 LGN | $66.4M | 1.46% | Not reported | +4.3% | Q3 2025 |
 FIX | $59.9M | 1.32% | 0.09% | +46.0% | Q3 2023 |
 LIN | $54.5M | 1.20% | 0.02% | +61.8% | Q4 2022 |
 ONTO | $51.6M | 1.14% | 0.28% | Not reported | Q4 2023 |
 MRVL | $51.1M | 1.13% | 0.02% | New | Q2 2026 |
 AEIS | $50.4M | 1.11% | 0.34% | New | Q2 2026 |
 NEE | $49.1M | 1.08% | 0.03% | -63.7% | Q4 2020 |
 CLH | $44.7M | 0.99% | 0.28% | +268.3% | Q1 2023 |
 POWL | $34.2M | 0.75% | 0.33% | +171.4% | Q1 2026 |
 CCJ | $31.2M | 0.69% | 0.07% | +85.4% | Q4 2023 |
 UCTT | $26.2M | 0.58% | 0.41% | New | Q2 2026 |
 TER | $24.4M | 0.54% | 0.03% | +231.3% | Q1 2026 |
 SOLS | $23.7M | 0.52% | 0.17% | +182.6% | Q1 2026 |
 NI | $22M | 0.49% | 0.10% | +121.1% | Q1 2026 |
 DRS | $21.6M | 0.48% | 0.19% | -19.2% | Q1 2025 |
 QCOM | $20.4M | 0.45% | 0.01% | Not reported | Q3 2020 |
 NVMI | $20.1M | 0.44% | 0.12% | +72.3% | Q3 2024 |
 AIR | $19.9M | 0.44% | 0.35% | +16.7% | Q4 2025 |
 NXT | $19.7M | 0.44% | 0.12% | +152.5% | Q1 2023 |
 CIEN | $18.6M | 0.41% | 0.03% | -82.4% | Q3 2025 |
 HEI | $16.3M | 0.36% | 0.08% | -5.6% | Q4 2024 |
 BIP | $15.6M | 0.34% | Not reported | -39.8% | Q2 2024 |
 MYRG | $15.3M | 0.34% | 0.20% | New | Q2 2026 |
 TSEM | $14.7M | 0.32% | 0.05% | New | Q2 2026 |
 SNDK | $13.6M | 0.30% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| NVDA | $288M | 9.77% | 0.01% | -5.1% | Q4 2019 |
| GEV | $227M | 7.69% | 0.10% | -21.3% | Q2 2024 |
| AMZN | $166M | 5.64% | 0.01% | -13.7% | Q3 2018 |
| NEE | $143M | 4.86% | 0.07% | +309.8% | Q4 2020 |
| AVGO | $126M | 4.28% | 0.01% | +222.4% | Q2 2020 |
| GOOGL | $125M | 4.25% | 0.00% | -24.1% | Q3 2018 |
| TKO | $123M | 4.17% | Not reported | -14.3% | Q4 2024 |
 ETN | $118M | 3.98% | 0.08% | +18.8% | Q2 2024 |
 TRGP | $108M | 3.64% | 0.20% | +35.2% | Q4 2022 |
| JCI | $106M | 3.58% | 0.13% | -9.6% | Q3 2023 |
| MA | $103M | 3.49% | 0.02% | -14.6% | Q3 2018 |
| LLY | $93.9M | 3.18% | 0.01% | +165.0% | Q3 2022 |
| FWONK | $90.8M | 3.08% | Not reported | -24.7% | Q4 2022 |
| RTX | $86.6M | 2.93% | 0.03% | Not reported | Q1 2022 |
| CIEN | $83.5M | 2.83% | 0.15% | -29.4% | Q3 2025 |
| HWM | $82.6M | 2.80% | 0.09% | +449.1% | Q4 2024 |
 STRL | $67.2M | 2.28% | 0.54% | New | Q1 2026 |
| GE | $64.7M | 2.19% | 0.02% | -27.1% | Q4 2025 |
 MCK | $59.5M | 2.02% | 0.06% | New | Q1 2026 |
| LITE | $51.6M | 1.75% | 0.10% | New | Q1 2026 |
 BWXT | $50.3M | 1.71% | 0.27% | Not reported | Q4 2024 |
| PWR | $49.4M | 1.67% | 0.06% | +17.9% | Q3 2022 |
 CF | $48.4M | 1.64% | 0.24% | New | Q1 2026 |
| LGN | $42.2M | 1.43% | Not reported | -46.5% | Q3 2025 |
| LIN | $32.2M | 1.09% | 0.01% | +4.7% | Q4 2022 |
| FIX | $28.6M | 0.97% | 0.06% | -11.7% | Q3 2023 |
| DRS | $27.9M | 0.95% | 0.24% | +91.1% | Q1 2025 |
| BIP | $25.7M | 0.87% | Not reported | +99.8% | Q2 2024 |
| MOD | $25.6M | 0.87% | 0.22% | New | Q1 2026 |
 VRT | $23.3M | 0.79% | 0.02% | -31.2% | Q4 2023 |
 GFL | $21.7M | 0.74% | Not reported | -21.0% | Q2 2023 |
 CRH | $19.2M | 0.65% | 0.03% | -83.4% | Q1 2024 |
| CCJ | $17.9M | 0.61% | 0.04% | +95.0% | Q4 2023 |
 CW | $17.2M | 0.58% | 0.07% | +33.9% | Q2 2024 |
 PRIM | $16M | 0.54% | 0.21% | New | Q1 2026 |
 IBKR | $14.7M | 0.50% | 0.09% | +82.2% | Q3 2024 |
 CEG | $14M | 0.47% | 0.01% | -89.6% | Q2 2022 |
 ROAD | $14M | 0.47% | 0.65% | +59.3% | Q4 2025 |
| HEI | $13.3M | 0.45% | 0.09% | -83.0% | Q4 2024 |
| AIR | $13.1M | 0.44% | 0.30% | +10.1% | Q4 2025 |
| CLH | $11.7M | 0.40% | 0.08% | -52.6% | Q1 2023 |
 COHR | $9.84M | 0.33% | 0.02% | +2.8% | Q4 2025 |
| NI | $9.78M | 0.33% | 0.04% | New | Q1 2026 |
| NVMI | $9.32M | 0.32% | 0.07% | -41.2% | Q3 2024 |
| POWL | $7.94M | 0.27% | 0.04% | New | Q1 2026 |
| NXT | $7.91M | 0.27% | 0.05% | Not reported | Q1 2023 |
 VVX | $7.57M | 0.26% | 0.35% | New | Q1 2026 |
| SOLS | $7.21M | 0.24% | 0.06% | New | Q1 2026 |
 AGX | $7.2M | 0.24% | 0.09% | New | Q1 2026 |
 CBOE | $6.81M | 0.23% | 0.02% | Not reported | Q4 2018 |
| Q4 2025 | |||||
| NVDA | $325M | 8.44% | 0.01% | +9.0% | Q4 2019 |
| GEV | $216M | 5.61% | 0.12% | +112.4% | Q2 2024 |
| AMZN | $214M | 5.55% | 0.01% | +0.7% | Q3 2018 |
 MSFT | $186M | 4.83% | 0.01% | +11.0% | Q3 2018 |
| GOOGL | $180M | 4.67% | 0.00% | +24.4% | Q3 2018 |
| CEG | $169M | 4.40% | 0.15% | +21.6% | Q2 2022 |
| TKO | $149M | 3.87% | Not reported | +24.4% | Q4 2024 |
| FWONK | $140M | 3.63% | Not reported | +4.7% | Q4 2022 |
| MA | $138M | 3.58% | 0.02% | +30.2% | Q3 2018 |
| CRH | $138M | 3.57% | 0.16% | +17.9% | Q1 2024 |
 META | $121M | 3.13% | Not reported | +7.6% | Q1 2019 |
 BSX | $120M | 3.11% | 0.08% | +1.2% | Q3 2023 |
| JCI | $107M | 2.78% | 0.15% | +18.6% | Q3 2023 |
| GE | $96.3M | 2.50% | 0.03% | New | Q4 2025 |
 V | $92.3M | 2.40% | 0.01% | +41.8% | Q3 2018 |
| HEI | $92.2M | 2.39% | 0.52% | +44.2% | Q4 2024 |
| ETN | $88.1M | 2.29% | 0.07% | +801.2% | Q2 2024 |
 SN | $87.8M | 2.28% | 0.56% | +2371.9% | Q4 2023 |
| CIEN | $71.2M | 1.85% | 0.22% | -45.3% | Q3 2025 |
 SHOP | $63.3M | 1.64% | 0.10% | -4.1% | Q3 2025 |
 ISRG | $62M | 1.61% | 0.03% | +21.4% | Q3 2018 |
 JEF | $60.5M | 1.57% | 0.47% | New | Q4 2025 |
| LGN | $60.1M | 1.56% | Not reported | +1875.9% | Q3 2025 |
| TRGP | $58.5M | 1.52% | 0.15% | +406.2% | Q4 2022 |
 AXON | $55.5M | 1.44% | 0.12% | -24.6% | Q1 2024 |
 CLS | $50.5M | 1.31% | 0.15% | +230.8% | Q2 2025 |
| AVGO | $43.8M | 1.14% | 0.00% | -63.8% | Q2 2020 |
| LLY | $41.4M | 1.08% | 0.00% | Not reported | Q3 2022 |
| PWR | $32.2M | 0.84% | 0.05% | -2.7% | Q3 2022 |
| NEE | $30.3M | 0.79% | 0.02% | +30.2% | Q4 2020 |
| GFL | $28.3M | 0.73% | Not reported | +90.9% | Q2 2023 |
| LIN | $26.5M | 0.69% | 0.01% | +43.9% | Q4 2022 |
| VRT | $21.9M | 0.57% | 0.04% | -80.8% | Q4 2023 |
| FIX | $21.9M | 0.57% | 0.07% | -14.0% | Q3 2023 |
| CLH | $20.1M | 0.52% | 0.16% | +11.4% | Q1 2023 |
| HWM | $13.4M | 0.35% | 0.02% | +11.2% | Q4 2024 |
| BIP | $12.4M | 0.32% | Not reported | +99.9% | Q2 2024 |
| NVMI | $12M | 0.31% | 0.11% | +52.4% | Q3 2024 |
| DRS | $11.2M | 0.29% | 0.12% | +92.6% | Q1 2025 |
| CW | $10.4M | 0.27% | 0.05% | -88.5% | Q2 2024 |
 RDDT | $9.55M | 0.25% | Not reported | +15.4% | Q2 2024 |
| AIR | $8.97M | 0.23% | 0.27% | New | Q4 2025 |
 TLN | $8.67M | 0.23% | 0.05% | Not reported | Q3 2024 |
| ROAD | $8.56M | 0.22% | 0.41% | New | Q4 2025 |
| CCJ | $7.76M | 0.20% | 0.02% | Not reported | Q4 2023 |
| IBKR | $7.74M | 0.20% | 0.05% | +52.4% | Q3 2024 |
 PODD | $7.52M | 0.20% | 0.04% | -88.4% | Q1 2025 |
| COHR | $7.42M | 0.19% | 0.03% | New | Q4 2025 |
 TT | $6.58M | 0.17% | 0.01% | -6.5% | Q2 2021 |
 ALAB | $6.56M | 0.17% | 0.02% | -11.6% | Q1 2024 |
| Q3 2025 | |||||
| NVDA | $298M | 8.08% | 0.01% | -20.6% | Q4 2019 |
| AMZN | $202M | 5.47% | 0.01% | +13.5% | Q3 2018 |
| MSFT | $179M | 4.86% | 0.00% | -20.2% | Q3 2018 |
| FWONK | $141M | 3.83% | Not reported | +27.1% | Q4 2022 |
| CEG | $130M | 3.51% | 0.13% | -10.2% | Q2 2022 |
 UBER | $126M | 3.42% | 0.06% | +24.7% | Q4 2020 |
| META | $125M | 3.38% | Not reported | -22.6% | Q1 2019 |
| BSX | $121M | 3.29% | 0.08% | +29.6% | Q3 2023 |
| TKO | $116M | 3.13% | Not reported | +58.7% | Q4 2024 |
| AVGO | $115M | 3.12% | 0.01% | +70.3% | Q2 2020 |
| CRH | $112M | 3.04% | 0.13% | Not reported | Q1 2024 |
| GOOGL | $112M | 3.04% | 0.00% | -3.0% | Q3 2018 |
| VRT | $106M | 2.87% | 0.18% | -2.3% | Q4 2023 |
| MA | $105M | 2.86% | 0.02% | -7.4% | Q3 2018 |
 ORCL | $103M | 2.80% | 0.01% | -28.5% | Q2 2025 |
| GEV | $95.6M | 2.59% | 0.06% | -15.0% | Q2 2024 |
| AXON | $92.9M | 2.52% | 0.16% | +71.2% | Q1 2024 |
 MSI | $92.7M | 2.51% | 0.12% | +30.4% | Q3 2024 |
| CW | $88.8M | 2.41% | 0.44% | +2.5% | Q2 2024 |
 NFLX | $85.1M | 2.31% | 0.02% | -0.5% | Q3 2018 |
 CRWV | $84.4M | 2.29% | Not reported | +5272.4% | Q2 2025 |
| JCI | $82.8M | 2.24% | 0.12% | -4.4% | Q3 2023 |
| CIEN | $81.1M | 2.20% | 0.39% | New | Q3 2025 |
 SPOT | $72.2M | 1.96% | 0.05% | +33.4% | Q3 2018 |
| PODD | $70.2M | 1.90% | 0.32% | +1483.0% | Q1 2025 |
 LNG | $69M | 1.87% | 0.13% | +6.3% | Q2 2022 |
| HEI | $63.8M | 1.73% | 0.36% | +8.6% | Q4 2024 |
| V | $63.4M | 1.72% | 0.01% | -7.9% | Q3 2018 |
| SHOP | $60.9M | 1.65% | 0.10% | New | Q3 2025 |
 ARES | $58.2M | 1.58% | 0.12% | Not reported | Q4 2024 |
 KKR | $47.2M | 1.28% | 0.04% | New | Q3 2025 |
| ISRG | $40.3M | 1.09% | 0.03% | -25.5% | Q3 2018 |
| PWR | $32.5M | 0.88% | 0.05% | +50.9% | Q3 2022 |
| FIX | $22.5M | 0.61% | 0.08% | +50.8% | Q3 2023 |
| NEE | $21.8M | 0.59% | 0.01% | +8.4% | Q4 2020 |
| LIN | $20.5M | 0.56% | 0.01% | +5.7% | Q4 2022 |
| CLH | $17.9M | 0.48% | 0.14% | +123.9% | Q1 2023 |
| GFL | $16.3M | 0.44% | Not reported | +34.6% | Q2 2023 |
| CLS | $12.7M | 0.35% | 0.04% | +108.0% | Q2 2025 |
 ONON | $12M | 0.33% | 0.10% | -44.3% | Q4 2023 |
| HWM | $11.5M | 0.31% | 0.01% | -58.3% | Q4 2024 |
| ETN | $11.5M | 0.31% | 0.01% | -0.9% | Q2 2024 |
| TRGP | $10.5M | 0.28% | 0.03% | +476.8% | Q4 2022 |
 MELI | $9.41M | 0.25% | 0.01% | +80.1% | Q4 2023 |
| ALAB | $8.73M | 0.24% | 0.03% | +71.2% | Q1 2024 |
| RDDT | $8.28M | 0.22% | Not reported | +93.4% | Q2 2024 |
| DRS | $7.73M | 0.21% | 0.06% | +72.5% | Q1 2025 |
| NVMI | $7.65M | 0.21% | 0.08% | +65.2% | Q3 2024 |
| TT | $7.62M | 0.21% | 0.01% | -0.7% | Q2 2021 |
 DDOG | $7.12M | 0.19% | 0.06% | Not reported | Q4 2024 |