§ 13F · FUND PROFILE
Munro Partners.
AUM · $4.5B (13F)Positions · 61Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1.4B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.48M | $297M | 6.5% | −10% |
| 2 | GEV | GE VERNOVA INC | 218K | $256M | 5.6% | −16% |
| 3 | GOOGL | ALPHABET INC | 624K | $223M | 4.9% | +43% |
| 4 | AMZN | AMAZON COM INC | 922K | $220M | 4.8% | +15% |
| 5 | AMAT | APPLIED MATLS INC | 279K | $201M | 4.4% | NEW |
| 6 | PWR | QUANTA SVCS INC | 276K | $199M | 4.4% | +207% |
| 7 | MA | MASTERCARD INCORPORATED | 309K | $159M | 3.5% | +50% |
| 8 | AVGO | BROADCOM INC | 389K | $147M | 3.2% | −5% |
| 9 | JCI | JOHNSON CONTROLS INTERNATION | 955K | $140M | 3.1% | +18% |
| 10 | LITE | LUMENTUM HLDGS INC | 160K | $137M | 3.0% | +118% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MUNRO SIGNAL
AC read
Munro Partners is a Other fund managing $4.5 billion in assets. The fund runs a portfolio of 61 positions.
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