Munro Partners
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed October 21, 2025), Munro Partners reported 57 stock positions worth $2.7 billion. Its top holding was Nvidia (NVDA) at 11.2% of the portfolio, followed by Amazon.com (AMZN, 8.6%) and Microsoft (MSFT, 8.6%). Compared with Q1 2024, it opened 8 new positions, sold out of 8, added to 21 and reduced 27. The biggest buy was a new position in GE Vernova (GEV) and the biggest sale an exit from Adobe (ADBE).
- Most Recent 13F
- Q2 2026
- Location
- MELBOURNE, C3
- CIK
- 0001768744
- Portfolio Value
- $2.7B (Q2 2024)
- SEC Filing
- 0001768744-25-000015 ↗ filed Oct 21, 2025
Holdings Value
Holdings 57 stocks · $2.7B
| NVDA Nvidia Corp. | 11.17% | 2,440,728 | $301.5M | Reduce -32.0% |
| AMZN Amazon.com Inc. | 8.62% | 1,204,197 | $232.7M | Add +0.2% |
| MSFT Microsoft Corp. | 8.58% | 518,293 | $231.7M | Reduce -1.4% |
| CEG Constellation Energy | 6.81% | 918,090 | $183.9M | Add +3.5% |
| TSM Taiwan Semiconductor-SP ADR | 6.37% | 989,757 | $172.0M | Reduce -4.9% |
| NOW ServiceNow Inc. | 4.45% | 152,848 | $120.2M | Reduce -4.8% |
| AMAT Applied Materials Inc. | 3.61% | 413,128 | $97.5M | Add +36.3% |
| META Meta Platforms Inc. Class A | 3.53% | 189,210 | $95.4M | Reduce -35.2% |
| GEV GE Vernova Inc. | 3.48% | 547,625 | $93.9M | New |
| V Visa Inc. Class A | 3.20% | 329,305 | $86.4M | Reduce -17.0% |
| SNPS Synopsys Inc. | 3.17% | 143,896 | $85.6M | Reduce -20.1% |
| LLY Eli Lilly & Co. | 3.00% | 89,566 | $81.1M | Reduce -1.3% |
| MA Mastercard Inc. Class A | 2.98% | 182,209 | $80.4M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 2.92% | 433,457 | $79.0M | Reduce -0.7% |
| FWONK Liberty Media Corp. Class C | 2.86% | 1,076,297 | $77.3M | Reduce -12.5% |
| UBER Uber Technologies Inc. | 2.83% | 1,051,615 | $76.4M | Add +19.0% |
| BSX Boston Scientific Corp. | 2.59% | 906,945 | $69.8M | Reduce -0.3% |
| SN Sharkninja Inc. | 2.31% | 828,179 | $62.2M | Add +42.5% |
| CMG Chipotle Mexican Grill Inc. | 2.27% | 979,595 | $61.4M | Reduce -27.1% |
| QCOM Qualcomm Inc. | 2.24% | 303,915 | $60.5M | New |
| CRH CRH PLC | 2.17% | 782,820 | $58.7M | Add +54.1% |
| CW Curtiss-Wright Corp. | 1.68% | 167,440 | $45.4M | New |
| ARM Arm Holdings PLC-ADR | 1.64% | 270,107 | $44.2M | Add +961.2% |
| NEE Nextera Energy Inc. | 1.41% | 536,265 | $38.0M | Add +1530.0% |
| FIX Comfort Systems USA Inc. | 1.04% | 92,080 | $28.0M | Add +378.5% |
| INTU Intuit Inc. | 0.98% | 40,362 | $26.5M | Reduce -65.6% |
| APP AppLovin Corp. Class A | 0.85% | 276,419 | $23.0M | Reduce -38.8% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.45% | 310,875 | $12.1M | Reduce -72.5% |
| PWR Quanta Services Inc. | 0.29% | 30,887 | $7.8M | Add +28.1% |
| CLH Clean Harbors Inc. | 0.28% | 33,106 | $7.5M | Reduce -21.4% |
| LIN Linde PLC | 0.23% | 14,006 | $6.1M | Add +6.4% |
| CCJ Cameco Corp. | 0.23% | 124,850 | $6.1M | Add +4.3% |
| VRT Vertiv Holdings Co. Class A | 0.22% | 68,385 | $5.9M | Add +13.7% |
| GFL GFL Environmental Inc.-Sub VT | 0.22% | 150,505 | $5.9M | Add +4.0% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.20% | 117,770 | $5.5M | Reduce -83.8% |
| CNM Core & Main Inc. Class A | 0.17% | 95,464 | $4.7M | Add +4.0% |
| MELI MercadoLibre Inc. | 0.12% | 1,915 | $3.1M | Reduce -23.7% |
| IT Gartner Inc. | 0.11% | 6,625 | $3.0M | No change |
| AVGO Broadcom Inc. | 0.10% | 1,690 | $2.7M | Add +0.6% |
| PINS Pinterest Inc. Class A | 0.10% | 60,885 | $2.7M | Reduce -96.0% |
| VLTO Veralto Corp. | 0.08% | 23,810 | $2.3M | Reduce -23.3% |
| WM Waste Management Inc. | 0.08% | 10,288 | $2.2M | Reduce -64.3% |
| ONTO Onto Innovation Inc. | 0.08% | 9,465 | $2.1M | Reduce -97.1% |
| COST Costco Wholesale Corp. | 0.06% | 1,760 | $1.5M | Reduce -62.9% |
| ETN Eaton Corp. PLC | 0.06% | 4,745 | $1.5M | New |
| ABNB Airbnb Inc. Class A | 0.05% | 9,065 | $1.4M | Reduce -96.7% |
| WIX Wix.com Ltd. | 0.02% | 3,055 | $486K | Add +60.0% |
| TW Tradeweb Markets Inc. Class A | 0.02% | 3,880 | $411K | Add +80.0% |
| BIP Brookfield Infrastructure Pa | 0.01% | 13,660 | $375K | New |
| AXON Axon Enterprise Inc. | 0.01% | 1,150 | $338K | Reduce -98.2% |
| CAMT Camtek Ltd. | 0.01% | 2,675 | $335K | Add +12.6% |
| CART Maplebear Inc. | 0.01% | 9,295 | $299K | Add +73.3% |
| ELF Elf Beauty Inc. | 0.01% | 1,415 | $298K | New |
| GDDY GoDaddy Inc. Class A | 0.01% | 1,320 | $184K | Add +12.8% |
| ULS Ul Solutions Inc. Class A | 0.01% | 4,080 | $172K | New |
| RDDT Reddit Inc. Class A | 0.01% | 2,160 | $138K | New |
| MPWR Monolithic Power Systems Inc. | 0.00% | 155 | $127K | Reduce -94.6% |
Portfolio Sells Q1 2024 → Q2 2024
| ADBE Adobe Inc. | Sold out | 0.00% | −2.17 |
| ONTO Onto Innovation Inc. | Reduce -97.1% | 0.08% | −2.07 |
| PINS Pinterest Inc. Class A | Reduce -96.0% | 0.10% | −1.79 |
| INTU Intuit Inc. | Reduce -65.6% | 0.98% | −1.75 |
| LULU Lululemon Athletica Inc. | Sold out | 0.00% | −1.69 |
| ABNB Airbnb Inc. Class A | Reduce -96.7% | 0.05% | −1.57 |
| META Meta Platforms Inc. Class A | Reduce -35.2% | 3.53% | −1.55 |
| NXT Nextpower Inc. | Reduce -83.8% | 0.20% | −1.27 |
| MU Micron Technology Inc. | Sold out | 0.00% | −1.12 |
| ONON On Holding AG Class A | Reduce -72.5% | 0.45% | −0.99 |
| V Visa Inc. Class A | Reduce -17.0% | 3.20% | −0.77 |
| AXON Axon Enterprise Inc. | Reduce -98.2% | 0.01% | −0.71 |
| CMG Chipotle Mexican Grill Inc. | Reduce -27.1% | 2.27% | −0.53 |
| SNPS Synopsys Inc. | Reduce -20.1% | 3.17% | −0.52 |
| NVDA Nvidia Corp. | Reduce -32.0% | 11.17% | −0.46 |
| APP AppLovin Corp. Class A | Reduce -38.8% | 0.85% | −0.27 |
| MA Mastercard Inc. Class A | Reduce -1.0% | 2.98% | −0.20 |
| WM Waste Management Inc. | Reduce -64.3% | 0.08% | −0.14 |
| MSCI MSCI Inc. | Sold out | 0.00% | −0.09 |
| VST Vistra Corp. | Sold out | 0.00% | −0.07 |
| COST Costco Wholesale Corp. | Reduce -62.9% | 0.06% | −0.07 |
| MPWR Monolithic Power Systems Inc. | Reduce -94.6% | 0.00% | −0.07 |
| FWONK Liberty Media Corp. Class C | Reduce -12.5% | 2.86% | −0.03 |
| CLH Clean Harbors Inc. | Reduce -21.4% | 0.28% | −0.03 |
| MELI MercadoLibre Inc. | Reduce -23.7% | 0.12% | −0.02 |
| VLTO Veralto Corp. | Reduce -23.3% | 0.08% | −0.01 |
| MNDY Monday.com Ltd. | Sold out | 0.00% | −0.00 |
| DECK Deckers Outdoor Corp. | Sold out | 0.00% | −0.00 |
| ALAB Astera Labs Inc. | Sold out | 0.00% | −0.00 |
| NOW ServiceNow Inc. | Reduce -4.8% | 4.45% | +0.07 |
| BSX Boston Scientific Corp. | Reduce -0.3% | 2.59% | +0.35 |
| LLY Eli Lilly & Co. | Reduce -1.3% | 3.00% | +0.47 |
| GOOGL Alphabet Inc. Class A | Reduce -0.7% | 2.92% | +0.56 |
| MSFT Microsoft Corp. | Reduce -1.4% | 8.58% | +0.65 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -4.9% | 6.37% | +1.30 |
Portfolio Buys Q1 2024 → Q2 2024
| GEV GE Vernova Inc. | New | 3.48% | +3.48 |
| QCOM Qualcomm Inc. | New | 2.24% | +2.24 |
| CW Curtiss-Wright Corp. | New | 1.68% | +1.68 |
| ARM Arm Holdings PLC-ADR | Add +961.2% | 1.64% | +1.52 |
| AMAT Applied Materials Inc. | Add +36.3% | 3.61% | +1.37 |
| NEE Nextera Energy Inc. | Add +1530.0% | 1.41% | +1.33 |
| SN Sharkninja Inc. | Add +42.5% | 2.31% | +1.01 |
| CEG Constellation Energy | Add +3.5% | 6.81% | +0.93 |
| AMZN Amazon.com Inc. | Add +0.2% | 8.62% | +0.85 |
| FIX Comfort Systems USA Inc. | Add +378.5% | 1.04% | +0.82 |
| CRH CRH PLC | Add +54.1% | 2.17% | +0.60 |
| UBER Uber Technologies Inc. | Add +19.0% | 2.83% | +0.39 |
| PWR Quanta Services Inc. | Add +28.1% | 0.29% | +0.07 |
| ETN Eaton Corp. PLC | New | 0.06% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +13.7% | 0.22% | +0.04 |
| CCJ Cameco Corp. | Add +4.3% | 0.23% | +0.04 |
| GFL GFL Environmental Inc.-Sub VT | Add +4.0% | 0.22% | +0.04 |
| AVGO Broadcom Inc. | Add +0.6% | 0.10% | +0.02 |
| BIP Brookfield Infrastructure Pa | New | 0.01% | +0.01 |
| ELF Elf Beauty Inc. | New | 0.01% | +0.01 |
| WIX Wix.com Ltd. | Add +60.0% | 0.02% | +0.01 |
| LIN Linde PLC | Add +6.4% | 0.23% | +0.01 |
| TW Tradeweb Markets Inc. Class A | Add +80.0% | 0.02% | +0.01 |
| ULS Ul Solutions Inc. Class A | New | 0.01% | +0.01 |
| CAMT Camtek Ltd. | Add +12.6% | 0.01% | +0.01 |
| RDDT Reddit Inc. Class A | New | 0.01% | +0.01 |
| CART Maplebear Inc. | Add +73.3% | 0.01% | +0.00 |
| GDDY GoDaddy Inc. Class A | Add +12.8% | 0.01% | +0.00 |
| CNM Core & Main Inc. Class A | Add +4.0% | 0.17% | −0.02 |
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 |