Munro Partners
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed October 21, 2025), Munro Partners reported 57 stock positions worth $2.8 billion. Its top holding was Nvidia (NVDA) at 11.6% of the portfolio, followed by Microsoft (MSFT, 7.9%) and Amazon.com (AMZN, 7.8%). Compared with Q4 2023, it opened 8 new positions, sold out of 3, added to 24 and reduced 25. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +75%) and the biggest sale Alphabet Class A (GOOGL, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- MELBOURNE, C3
- CIK
- 0001768744
- Portfolio Value
- $2.8B (Q1 2024)
- SEC Filing
- 0001768744-25-000016 ↗ filed Oct 21, 2025
Holdings Value
Holdings 57 stocks · $2.8B
| NVDA Nvidia Corp. | 11.63% | 358,966 | $324.3M | Reduce -3.1% |
| MSFT Microsoft Corp. | 7.93% | 525,493 | $221.1M | Add +26.9% |
| AMZN Amazon.com Inc. | 7.77% | 1,202,117 | $216.8M | Add +2.5% |
| CEG Constellation Energy | 5.88% | 886,971 | $164.0M | Add +27.9% |
| META Meta Platforms Inc. Class A | 5.08% | 292,015 | $141.8M | Add +33.0% |
| TSM Taiwan Semiconductor-SP ADR | 5.07% | 1,040,477 | $141.6M | Add +74.8% |
| NOW ServiceNow Inc. | 4.39% | 160,528 | $122.4M | Add +5.7% |
| V Visa Inc. Class A | 3.97% | 396,805 | $110.7M | Reduce -6.1% |
| SNPS Synopsys Inc. | 3.69% | 180,006 | $102.9M | Add +90.0% |
| MA Mastercard Inc. Class A | 3.18% | 184,069 | $88.6M | Reduce -0.3% |
| FWONK Liberty Media Corp. Class C | 2.89% | 1,229,747 | $80.7M | Add +4.1% |
| CMG Chipotle Mexican Grill Inc. | 2.80% | 26,889 | $78.2M | Reduce -4.1% |
| INTU Intuit Inc. | 2.73% | 117,377 | $76.3M | Add +7.6% |
| LLY Eli Lilly & Co. | 2.53% | 90,746 | $70.6M | Reduce -13.1% |
| UBER Uber Technologies Inc. | 2.44% | 883,820 | $68.0M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 2.36% | 436,367 | $65.9M | Reduce -45.8% |
| AMAT Applied Materials Inc. | 2.24% | 303,103 | $62.5M | Add +19.0% |
| BSX Boston Scientific Corp. | 2.23% | 909,785 | $62.3M | Reduce -0.1% |
| ADBE Adobe Inc. | 2.17% | 119,965 | $60.5M | Reduce -9.5% |
| ONTO Onto Innovation Inc. | 2.15% | 330,925 | $59.9M | Add +65.5% |
| PINS Pinterest Inc. Class A | 1.89% | 1,520,075 | $52.7M | Add +27.8% |
| LULU Lululemon Athletica Inc. | 1.69% | 120,327 | $47.0M | Add +3.2% |
| ABNB Airbnb Inc. Class A | 1.62% | 273,867 | $45.2M | Add +18.0% |
| CRH CRH PLC | 1.57% | 507,850 | $43.8M | New |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 1.47% | 728,950 | $41.0M | Add +750.0% |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.44% | 1,132,090 | $40.1M | Reduce -24.7% |
| SN Sharkninja Inc. | 1.30% | 580,964 | $36.2M | Reduce -8.8% |
| MU Micron Technology Inc. | 1.12% | 265,425 | $31.3M | New |
| APP AppLovin Corp. Class A | 1.12% | 451,735 | $31.3M | Add +11026.5% |
| AXON Axon Enterprise Inc. | 0.72% | 64,585 | $20.2M | New |
| CLH Clean Harbors Inc. | 0.30% | 42,126 | $8.5M | Reduce -71.2% |
| PWR Quanta Services Inc. | 0.22% | 24,107 | $6.3M | Add +30.1% |
| WM Waste Management Inc. | 0.22% | 28,858 | $6.2M | Reduce -5.1% |
| FIX Comfort Systems USA Inc. | 0.22% | 19,245 | $6.1M | Add +27.2% |
| LIN Linde PLC | 0.22% | 13,166 | $6.1M | Add +15.0% |
| CNM Core & Main Inc. Class A | 0.19% | 91,784 | $5.3M | Reduce -6.2% |
| CCJ Cameco Corp. | 0.19% | 119,765 | $5.2M | Reduce -66.3% |
| GFL GFL Environmental Inc.-Sub VT | 0.18% | 144,695 | $5.0M | Add +128.6% |
| VRT Vertiv Holdings Co. Class A | 0.18% | 60,140 | $4.9M | Add +48.9% |
| MELI MercadoLibre Inc. | 0.14% | 2,510 | $3.8M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.12% | 4,740 | $3.5M | Reduce -83.1% |
| ARM Arm Holdings PLC-ADR | 0.11% | 25,454 | $3.2M | Reduce -55.6% |
| IT Gartner Inc. | 0.11% | 6,625 | $3.2M | Reduce -1.0% |
| VLTO Veralto Corp. | 0.10% | 31,025 | $2.8M | Reduce -18.1% |
| MSCI MSCI Inc. | 0.09% | 4,264 | $2.4M | Reduce -41.3% |
| AVGO Broadcom Inc. | 0.08% | 1,680 | $2.2M | Reduce -93.6% |
| NEE Nextera Energy Inc. | 0.08% | 32,900 | $2.1M | Reduce -35.4% |
| VST Vistra Corp. | 0.07% | 28,915 | $2.0M | New |
| MPWR Monolithic Power Systems Inc. | 0.07% | 2,880 | $2.0M | Add +1957.1% |
| WIX Wix.com Ltd. | 0.01% | 1,910 | $263K | New |
| TW Tradeweb Markets Inc. Class A | 0.01% | 2,155 | $224K | Add +14.0% |
| CART Maplebear Inc. | 0.01% | 5,365 | $200K | New |
| CAMT Camtek Ltd. | 0.01% | 2,375 | $199K | Reduce -99.5% |
| GDDY GoDaddy Inc. Class A | 0.01% | 1,170 | $139K | Add +7.3% |
| MNDY Monday.com Ltd. | 0.00% | 430 | $97K | New |
| DECK Deckers Outdoor Corp. | 0.00% | 99 | $93K | Reduce -43.4% |
| ALAB Astera Labs Inc. | 0.00% | 500 | $37K | New |
Portfolio Sells Q4 2023 → Q1 2024
| GOOGL Alphabet Inc. Class A | Reduce -45.8% | 2.36% | −2.82 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −2.77 |
| CAMT Camtek Ltd. | Reduce -99.5% | 0.01% | −1.62 |
| ADBE Adobe Inc. | Reduce -9.5% | 2.17% | −1.48 |
| AVGO Broadcom Inc. | Reduce -93.6% | 0.08% | −1.27 |
| V Visa Inc. Class A | Reduce -6.1% | 3.97% | −1.10 |
| CLH Clean Harbors Inc. | Reduce -71.2% | 0.30% | −0.87 |
| COST Costco Wholesale Corp. | Reduce -83.1% | 0.12% | −0.73 |
| CCJ Cameco Corp. | Reduce -66.3% | 0.19% | −0.52 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 3.18% | −0.45 |
| ONON On Holding AG Class A | Reduce -24.7% | 1.44% | −0.43 |
| LLY Eli Lilly & Co. | Reduce -13.1% | 2.53% | −0.27 |
| SN Sharkninja Inc. | Reduce -8.8% | 1.30% | −0.20 |
| BSX Boston Scientific Corp. | Reduce -0.1% | 2.23% | −0.19 |
| CMG Chipotle Mexican Grill Inc. | Reduce -4.1% | 2.80% | −0.15 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.11 |
| MSCI MSCI Inc. | Reduce -41.3% | 0.09% | −0.10 |
| ARM Arm Holdings PLC-ADR | Reduce -55.6% | 0.11% | −0.08 |
| UBER Uber Technologies Inc. | Reduce -0.1% | 2.44% | −0.07 |
| JCI Johnson Controls Internation | Sold out | 0.00% | −0.07 |
| NEE Nextera Energy Inc. | Reduce -35.4% | 0.08% | −0.07 |
| MELI MercadoLibre Inc. | Reduce -0.2% | 0.14% | −0.05 |
| VLTO Veralto Corp. | Reduce -18.1% | 0.10% | −0.04 |
| WM Waste Management Inc. | Reduce -5.1% | 0.22% | −0.03 |
| IT Gartner Inc. | Reduce -1.0% | 0.11% | −0.03 |
| DECK Deckers Outdoor Corp. | Reduce -43.4% | 0.00% | −0.00 |
| CNM Core & Main Inc. Class A | Reduce -6.2% | 0.19% | +0.01 |
| NVDA Nvidia Corp. | Reduce -3.1% | 11.63% | +3.17 |
Portfolio Buys Q4 2023 → Q1 2024
| TSM Taiwan Semiconductor-SP ADR | Add +74.8% | 5.07% | +2.22 |
| CEG Constellation Energy | Add +27.9% | 5.88% | +2.14 |
| CRH CRH PLC | New | 1.57% | +1.57 |
| META Meta Platforms Inc. Class A | Add +33.0% | 5.08% | +1.50 |
| SNPS Synopsys Inc. | Add +90.0% | 3.69% | +1.44 |
| NXT Nextpower Inc. | Add +750.0% | 1.47% | +1.29 |
| MU Micron Technology Inc. | New | 1.12% | +1.12 |
| APP AppLovin Corp. Class A | Add +11026.5% | 1.12% | +1.11 |
| MSFT Microsoft Corp. | Add +26.9% | 7.93% | +0.75 |
| ONTO Onto Innovation Inc. | Add +65.5% | 2.15% | +0.74 |
| AXON Axon Enterprise Inc. | New | 0.72% | +0.72 |
| AMAT Applied Materials Inc. | Add +19.0% | 2.24% | +0.34 |
| ABNB Airbnb Inc. Class A | Add +18.0% | 1.62% | +0.16 |
| VRT Vertiv Holdings Co. Class A | Add +48.9% | 0.18% | +0.09 |
| GFL GFL Environmental Inc.-Sub VT | Add +128.6% | 0.18% | +0.08 |
| FIX Comfort Systems USA Inc. | Add +27.2% | 0.22% | +0.08 |
| VST Vistra Corp. | New | 0.07% | +0.07 |
| MPWR Monolithic Power Systems Inc. | Add +1957.1% | 0.07% | +0.07 |
| PWR Quanta Services Inc. | Add +30.1% | 0.22% | +0.04 |
| WIX Wix.com Ltd. | New | 0.01% | +0.01 |
| CART Maplebear Inc. | New | 0.01% | +0.01 |
| MNDY Monday.com Ltd. | New | 0.00% | +0.00 |
| LIN Linde PLC | Add +15.0% | 0.22% | +0.00 |
| ALAB Astera Labs Inc. | New | 0.00% | +0.00 |
| TW Tradeweb Markets Inc. Class A | Add +14.0% | 0.01% | +0.00 |
| GDDY GoDaddy Inc. Class A | Add +7.3% | 0.01% | −0.00 |
| PINS Pinterest Inc. Class A | Add +27.8% | 1.89% | −0.14 |
| INTU Intuit Inc. | Add +7.6% | 2.73% | −0.41 |
| AMZN Amazon.com Inc. | Add +2.5% | 7.77% | −0.44 |
| FWONK Liberty Media Corp. Class C | Add +4.1% | 2.89% | −0.55 |
| NOW ServiceNow Inc. | Add +5.7% | 4.39% | −0.56 |
| LULU Lululemon Athletica Inc. | Add +3.2% | 1.69% | −1.06 |
Options Activity Q4 2023 → Q1 2024
| AMZN Amazon.com Inc. | call | Sold out | 430,200 | $65.4Mbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 59 | $4.4B | NVDA, GEV, GOOGL, AMZN, AMAT |
| Q1 2026 | 59 | $3.0B | NVDA, GEV, AMZN, NEE, AVGO |
| Q4 2025 | 58 | $3.6B | NVDA, GEV, AMZN, MSFT, GOOGL |
| Q3 2025 | 63 | $3.7B | NVDA, AMZN, MSFT, FWONK, CEG |
| Q2 2025Amended | 66 | $3.2B | NVDA, MSFT, AMZN, META, CEG |
| Q1 2025 | 60 | $2.1B | AMZN, NVDA, MSFT, MA, META |
| Q4 2024 | 65 | $2.9B | NVDA, CEG, AMZN, MSFT, MA |
| Q3 2024 | 62 | $2.7B | NVDA, CEG, AMZN, MSFT, GEV |
| Q2 2024 | 57 | $2.7B | NVDA, AMZN, MSFT, CEG, TSM |
| Q1 2024 | 57 | $2.8B | NVDA, MSFT, AMZN, CEG, META |