Holdings
Munro Partners
As of Jun 30, 2026, Munro Partners reported 51 positions worth US$3.89B. Largest: Nvidia Corporation, Ge Vernova Inc. and Alphabet Inc (google) Class C. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 1.48M | US$297M | −170K | Jun 30, 2026 |
| Ge Vernova Inc. | 218K | US$256M | −42,060 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 624K | US$223M | +188K | Jun 30, 2026 |
| Amazon.com, Inc. | 922K | US$220M | +123K | Jun 30, 2026 |
| Applied Materials, Inc. | 279K | US$201M | new | Jun 30, 2026 |
| Quanta Services, Inc. | 276K | US$199M | +186K | Jun 30, 2026 |
| Mastercard Incorporated | 309K | US$159M | +103K | Jun 30, 2026 |
| Broadcom Inc. | 389K | US$147M | −19,040 | Jun 30, 2026 |
| Lumentum Holdings Inc. | 160K | US$137M | +86,827 | Jun 30, 2026 |
| Howmet Aerospace Inc. | 484K | US$130M | +125K | Jun 30, 2026 |