Holders — by stockHoldings — by fund
Munro Partners
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001768744
$4.54B
disclosed book value
60
positions
6.5%
largest position share
Positions, as of 2026-06-30
top 61 of 60 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 1.5M | $296.8M | 6.5% |
| 2 | GEVGE VERNOVA INC | 217,873 | $256.0M | 5.6% |
| 3 | GOOGLALPHABET INC | 623,657 | $222.9M | 4.9% |
| 4 | AMZNAMAZON COM INC | 922,313 | $219.8M | 4.8% |
| 5 | AMATAPPLIED MATLS INC | 278,565 | $201.4M | 4.4% |
| 6 | PWRQUANTA SVCS INC | 276,277 | $198.9M | 4.4% |
| 7 | MAMASTERCARD INCORPORATED | 308,934 | $158.7M | 3.5% |
| 8 | AVGOBROADCOM INC | 389,356 | $147.1M | 3.2% |
| 9 | JCIJOHNSON CONTROLS INTERNATION | 954,862 | $139.5M | 3.1% |
| 10 | LITELUMENTUM HLDGS INC | 160,222 | $137.5M | 3% |
| 11 | FLEXFLEX LTD | 804,342 | $130.4M | 2.9% |
| 12 | HWMHOWMET AEROSPACE INC | 483,932 | $130.1M | 2.9% |
| 13 | MODMODINE MFG CO | 443,360 | $118.4M | 2.6% |
| 14 | LLYELI LILLY & CO | 97,240 | $116.6M | 2.6% |
| 15 | MUMICRON TECHNOLOGY INC | 99,985 | $115.4M | 2.5% |
| 16 | GEGE AEROSPACE | 308,680 | $115.4M | 2.5% |
| 17 | TKOTKO GROUP HOLDINGS INC | 561,729 | $113.1M | 2.5% |
| 18 | TSLATESLA INCCALL | 268,500 | $112.9M | 2.5% |
| 19 | FWONKLIBERTY MEDIA CORP DEL | 1.1M | $105.2M | 2.3% |
| 20 | RTXRTX CORPORATION | 541,675 | $102.8M | 2.3% |
| 21 | AMDADVANCED MICRO DEVICES INC | 171,716 | $99.8M | 2.2% |
| 22 | WWDWOODWARD INC | 230,170 | $97.9M | 2.2% |
| 23 | WMBWILLIAMS COS INC | 1.2M | $91.0M | 2% |
| 24 | CGNXCOGNEX CORP | 1.0M | $75.8M | 1.7% |
| 25 | ARMARM HOLDINGS PLC | 193,733 | $68.7M | 1.5% |
| 26 | INIOINNIO NV | 1.7M | $68.7M | 1.5% |
| 27 | LGNLEGENCE CORP | 779,617 | $66.4M | 1.5% |
| 28 | FIXCOMFORT SYS USA INC | 30,230 | $59.9M | 1.3% |
| 29 | LINLINDE PLC | 105,094 | $54.5M | 1.2% |
| 30 | ONTOONTO INNOVATION INC | 136,375 | $51.6M | 1.1% |
| 31 | MRVLMARVELL TECHNOLOGY INC | 171,565 | $51.1M | 1.1% |
| 32 | AEISADVANCED ENERGY INDS | 135,051 | $50.4M | 1.1% |
| 33 | NEENEXTERA ENERGY INC | 559,902 | $49.1M | 1.1% |
| 34 | CLHCLEAN HARBORS INC | 149,769 | $44.7M | 1% |
| 35 | POWLPOWELL INDS INC | 119,502 | $34.2M | 0.8% |
| 36 | CCJCAMECO CORP | 306,375 | $31.2M | 0.7% |
| 37 | UCTTULTRA CLEAN HLDGS INC | 183,547 | $26.2M | 0.6% |
| 38 | QCOMQUALCOMM INCCALL | 138,000 | $25.5M | 0.6% |
| 39 | TERTERADYNE INC | 50,471 | $24.4M | 0.5% |
| 40 | SOLSSOLSTICE ADVANCED MATLS INC | 267,580 | $23.7M | 0.5% |
| 41 | NINISOURCE INC | 463,224 | $22.0M | 0.5% |
| 42 | DRSLEONARDO DRS INC | 506,570 | $21.6M | 0.5% |
| 43 | QCOMQUALCOMM INC | 110,365 | $20.4M | 0.4% |
| 44 | NVMINOVA LTD | 36,962 | $20.1M | 0.4% |
| 45 | AIRAAR CORP | 139,137 | $19.9M | 0.4% |
| 46 | NXTNEXTPOWER INC | 165,755 | $19.7M | 0.4% |
| 47 | CIENCIENA CORP | 37,946 | $18.6M | 0.4% |
| 48 | HEIHEICO CORP NEW | 45,747 | $16.3M | 0.4% |
| 49 | BIPBROOKFIELD INFRASTRUCTURE PA | 428,502 | $15.6M | 0.3% |
| 50 | MYRGMYR GROUP INC | 30,625 | $15.3M | 0.3% |
| 51 | TSEMTOWER SEMICONDUCTOR LTD | 56,530 | $14.7M | 0.3% |
| 52 | SNDKSANDISK CORP | 5,969 | $13.6M | 0.3% |
| 53 | VRTVERTIV HOLDINGS CO | 39,070 | $13.1M | 0.3% |
| 54 | RDDTREDDIT INC | 74,339 | $12.9M | 0.3% |
| 55 | CRHCRH PLC | 113,325 | $12.1M | 0.3% |
| 56 | TRGPTARGA RES CORP | 43,870 | $11.8M | 0.3% |
| 57 | BWABORGWARNER INC | 167,194 | $11.1M | 0.2% |
| 58 | IBKRINTERACTIVE BROKERS GROUP IN | 124,504 | $10.8M | 0.2% |
| 59 | ULSUL SOLUTIONS INC | 64,020 | $6.5M | 0.1% |
| 60 | VIAVVIAVI SOLUTIONS INC | 129,776 | $6.2M | 0.1% |
| 61 | ALGMALLEGRO MICROSYSTEMS INC | 49,800 | $3.5M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.