§ 13F · FUND PROFILE
Munro Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.7B (13F)Positions · 62Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$482M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 1.65M | $288M | 9.8% | −34% |
| 2 | GEV | GE VERNOVA INC | 260K | $227M | 7.7% | −21% |
| 3 | AMZN | AMAZON COM INC | 799K | $166M | 5.6% | −14% |
| 4 | NEE | NEXTERA ENERGY INC | 1.54M | $143M | 4.9% | +310% |
| 5 | AVGO | BROADCOM INC | 408K | $126M | 4.3% | +222% |
| 6 | GOOGL | ALPHABET INC | 436K | $125M | 4.2% | −24% |
| 7 | TKO | TKO GROUP HOLDINGS INC | 611K | $123M | 4.2% | −14% |
| 8 | ETN | EATON CORP PLC | 329K | $118M | 4.0% | +19% |
| 9 | TRGP | TARGA RES CORP | 429K | $108M | 3.6% | +35% |
| 10 | JCI | JOHNSON CONTROLS INTERNATION | 807K | $106M | 3.6% | −10% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MUNRO SIGNAL
AC read
Munro Partners is a Other fund managing $2.7 billion in assets. The fund runs a portfolio of 62 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed