Munro Partners Top Holdings and 13F Report (2026) About Munro PartnersInvestment ActivityMunro Partners has $4.54 billion in total holdings as of June 30, 2026.Munro Partners owns shares of 60 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 46.47% of the portfolio was purchased this quarter.About 20.33% of the portfolio was sold this quarter.This quarter, Munro Partners has purchased 59 new stocks and bought additional shares in 23 stocks.Munro Partners sold shares of 14 stocks and completely divested from 22 stocks this quarter.Largest Holdings NVIDIA $296,793,697GE VERNOVA INC $255,970,273Alphabet $222,876,302Amazon.com $219,824,080Applied Materials $201,402,495 Largest New Holdings this Quarter 038222105 - Applied Materials $201,402,495 HoldingY2573F102 - Flex $130,359,708 Holding595112103 - Micron Technology $115,411,686 Holding88160R101 - Tesla $112,931,100 Holding007903107 - Advanced Micro Devices $99,751,542 Holding Largest Purchases this Quarter Applied Materials 278,565 shares (about $201.40M)Quanta Services 186,275 shares (about $134.13M)Flex 804,342 shares (about $130.36M)Micron Technology 99,985 shares (about $115.41M)Tesla 268,500 shares (about $112.93M) Largest Sales this Quarter Targa Resources 384,930 shares (about $103.22M)Ciena 177,029 shares (about $86.84M)NextEra Energy 984,210 shares (about $86.38M)GE VERNOVA INC 42,060 shares (about $49.41M)NVIDIA 170,450 shares (about $34.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMunro Partners Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$296,793,697$34,105,340 â–¼-10.3%1,483,3016.5%TechnologyGE VERNOVA INC$255,970,273$49,414,612 â–¼-16.2%217,8735.6%COMGOOGLAlphabet$222,876,302$67,181,986 â–²43.1%623,6574.9%Communication ServicesAMZNAmazon.com$219,824,080$29,414,731 â–²15.4%922,3134.8%Consumer DiscretionaryAMATApplied Materials$201,402,495$201,402,495 â–²New Holding278,5654.4%TechnologyPWRQuanta Services$198,930,491$134,125,451 â–²207.0%276,2774.4%IndustrialsMAMastercard$158,668,502$52,808,352 â–²49.9%308,9343.5%FinanceAVGOBroadcom$147,079,229$7,192,360 â–¼-4.7%389,3563.2%TechnologyJCIJohnson Controls International$139,514,887$21,532,961 â–²18.3%954,8623.1%IndustrialsLITELumentum$137,480,089$74,502,775 â–²118.3%160,2223.0%TechnologyFLEXFlex$130,359,708$130,359,708 â–²New Holding804,3422.9%TechnologyHWMHowmet Aerospace$130,109,958$33,729,831 â–²35.0%483,9322.9%IndustrialsMODModine Manufacturing$118,385,987$86,792,181 â–²274.7%443,3602.6%IndustrialsLLYEli Lilly and Company$116,632,573$5,799,244 â–¼-4.7%97,2402.6%HealthcareMUMicron Technology$115,411,686$115,411,686 â–²New Holding99,9852.5%TechnologyGEGE Aerospace$115,362,976$30,206,727 â–²35.5%308,6802.5%IndustrialsTKO GROUP HOLDINGS INC$113,081,665$9,874,658 â–¼-8.0%561,7292.5%CL ATSLATesla$112,931,100$112,931,100 â–²New Holding268,5002.5%Consumer DiscretionaryFWONKLiberty Media Corporation - Liberty Formula One Series C$105,227,980$3,596,768 â–²3.5%1,106,0332.3%Communication ServicesRTXRTX$102,771,998$17,624,020 â–²20.7%541,6752.3%IndustrialsAMDAdvanced Micro Devices$99,751,542$99,751,542 â–²New Holding171,7162.2%TechnologyWWDWoodward$97,923,525$97,923,525 â–²New Holding230,1702.2%IndustrialsWMBWilliams Companies$91,042,191$91,042,191 â–²New Holding1,224,6732.0%EnergyCGNXCognex$75,805,635$75,805,635 â–²New Holding1,046,7501.7%TechnologyARM HOLDINGS PLC$68,691,910$68,691,910 â–²New Holding193,7331.5%SPONSORED ADSINNIO NV$68,671,258$68,671,258 â–²New Holding1,736,3151.5%ORDINARY SHARESLEGENCE CORP$66,446,757$2,709,036 â–²4.3%779,6171.5%CL AFIXComfort Systems USA$59,914,349$18,880,056 â–²46.0%30,2301.3%IndustrialsLINDE PLC$54,537,480$20,827,657 â–²61.8%105,0941.2%SHSONTOOnto Innovation$51,611,119$51,611,119 â–²New Holding136,3751.1%TechnologyMRVLMarvell Technology$51,107,498$51,107,498 â–²New Holding171,5651.1%TechnologyAEISAdvanced Energy Industries$50,356,466$50,356,466 â–²New Holding135,0511.1%TechnologyNEENextEra Energy$49,142,599$86,384,113 â–¼-63.7%559,9021.1%UtilitiesQCOMQualcomm$45,895,368$45,895,368 â–²New Holding248,3651.0%TechnologyCLHClean Harbors$44,743,489$32,593,625 â–²268.3%149,7691.0%IndustrialsPOWLPowell Industries$34,220,593$30,016,828 â–²714.0%119,5020.8%IndustrialsCCJCameco$31,207,358$14,373,465 â–²85.4%306,3750.7%EnergyUCTTUltra Clean$26,171,967$26,171,967 â–²New Holding183,5470.6%TechnologyTERTeradyne$24,419,889$17,048,586 â–²231.3%50,4710.5%TechnologySOLSTICE ADVANCED MATLS INC$23,707,588$15,317,168 â–²182.6%267,5800.5%COM SHSNINiSource$22,026,301$12,063,150 â–²121.1%463,2240.5%UtilitiesDRSLeonardo DRS$21,615,342$5,135,121 â–¼-19.2%506,5700.5%IndustrialsNVMINova$20,068,148$8,422,085 â–²72.3%36,9620.4%TechnologyAIRAAR$19,886,851$2,846,022 â–²16.7%139,1370.4%IndustrialsNXTNextpower$19,748,051$11,928,297 â–²152.5%165,7550.4%IndustrialsCIENCiena$18,614,790$86,843,347 â–¼-82.3%37,9460.4%TechnologyHEIHeico$16,294,624$962,782 â–¼-5.6%45,7470.4%IndustrialsBIPBrookfield Infrastructure Partners$15,636,038$10,340,646 â–¼-39.8%428,5020.3%UtilitiesMYRGMYR Group$15,324,750$15,324,750 â–²New Holding30,6250.3%IndustrialsTSEMTower Semiconductor$14,733,979$14,733,979 â–²New Holding56,5300.3%TechnologySANDISK CORP$13,571,894$13,571,894 â–²New Holding5,9690.3%COMVRTVertiv$13,081,417$18,061,864 â–¼-58.0%39,0700.3%IndustrialsREDDIT INC$12,903,764$12,903,764 â–²New Holding74,3390.3%CL ACRH PLC$12,125,775$7,463,785 â–¼-38.1%113,3250.3%ORDTRGPTarga Resources$11,763,302$103,215,132 â–¼-89.8%43,8700.3%EnergyBWABorgWarner$11,101,682$11,101,682 â–²New Holding167,1940.2%Consumer DiscretionaryIBKRInteractive Brokers Group$10,836,828$8,258,877 â–¼-43.2%124,5040.2%FinanceUL SOLUTIONS INC$6,521,077$6,521,077 â–²New Holding64,0200.1%CLASS A COM SHSVIAVViavi Solutions$6,196,804$6,196,804 â–²New Holding129,7760.1%TechnologyALGMAllegro MicroSystems$3,467,076$3,467,076 â–²New Holding49,8000.1%TechnologyETNEaton$0$117,504,252 â–¼-100.0%00.0%IndustrialsSTRLSterling Infrastructure$0$67,197,514 â–¼-100.0%00.0%IndustrialsMCKMcKesson$0$59,506,480 â–¼-100.0%00.0%HealthcareBWXTBWX Technologies$0$50,349,528 â–¼-100.0%00.0%IndustrialsCFCF Industries$0$48,395,263 â–¼-100.0%00.0%MaterialsGFLGFL Environmental$0$21,702,202 â–¼-100.0%00.0%IndustrialsCWCurtiss-Wright$0$17,157,413 â–¼-100.0%00.0%IndustrialsPRIMORIS SVCS CORP$0$16,044,797 â–¼-100.0%00.0%COMCEGConstellation Energy$0$13,976,463 â–¼-100.0%00.0%UtilitiesROADConstruction Partners$0$13,953,894 â–¼-100.0%00.0%IndustrialsCOHRCoherent$0$9,839,264 â–¼-100.0%00.0%TechnologyVVXV2X$0$7,568,223 â–¼-100.0%00.0%IndustrialsAGXArgan$0$7,202,996 â–¼-100.0%00.0%IndustrialsCBOECboe Global Markets$0$6,811,731 â–¼-100.0%00.0%FinanceMSFTMicrosoft$0$5,680,999 â–¼-100.0%00.0%TechnologyRMBSRambus$0$5,539,902 â–¼-100.0%00.0%TechnologyCELESTICA INC$0$5,495,577 â–¼-100.0%00.0%COMLFUSLittelfuse$0$5,461,838 â–¼-100.0%00.0%TechnologyMEDLINE INC$0$4,064,185 â–¼-100.0%00.0%COM CL AFORGENT POWER SOLUTIONS INC$0$2,932,415 â–¼-100.0%00.0%COM SHS CL ASNSharkNinja$0$2,155,065 â–¼-100.0%00.0%Consumer DiscretionaryMETAMeta Platforms$0$1,152,842 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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