Munro Partners Top Holdings and 13F Report (2026) About Munro PartnersInvestment ActivityMunro Partners has $2.95 billion in total holdings as of March 31, 2026.Munro Partners owns shares of 59 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 30.90% of the portfolio was purchased this quarter.About 60.68% of the portfolio was sold this quarter.This quarter, Munro Partners has purchased 59 new stocks and bought additional shares in 16 stocks.Munro Partners sold shares of 23 stocks and completely divested from 20 stocks this quarter.Largest Holdings NVIDIA $288,414,174GE VERNOVA INC $226,895,516Amazon.com $166,386,486NextEra Energy $143,417,123Broadcom $126,402,646 Largest New Holdings this Quarter 75513E101 - RTX $86,570,627 Holding859241101 - Sterling Infrastructure $67,197,514 Holding58155Q103 - McKesson $59,506,480 Holding55024U109 - Lumentum $51,579,070 Holding05605H100 - BWX Technologies $50,349,528 Holding Largest Purchases this Quarter NextEra Energy 1,167,275 shares (about $108.42M)Broadcom 281,720 shares (about $87.20M)RTX 448,785 shares (about $86.57M)Howmet Aerospace 293,194 shares (about $67.57M)Sterling Infrastructure 164,995 shares (about $67.20M) Largest Sales this Quarter NVIDIA 853,770 shares (about $148.90M)Microsoft 369,128 shares (about $136.64M)Constellation Energy 429,207 shares (about $119.86M)Meta Platforms 180,750 shares (about $103.41M)CRH PLC 919,320 shares (about $96.64M) 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$288,414,174$148,897,488 ▼-34.0%1,653,7519.8%Computer and TechnologyGE VERNOVA INC$226,895,516$61,456,525 ▼-21.3%259,9337.7%COMAMZNAmazon.com$166,386,486$26,299,294 ▼-13.6%798,8985.6%Retail/WholesaleNEENextEra Energy$143,417,123$108,416,502 ▲309.8%1,544,1124.9%UtilitiesAVGOBroadcom$126,402,646$87,195,157 ▲222.4%408,3964.3%Computer and TechnologyGOOGLAlphabet$125,280,403$39,752,295 ▼-24.1%435,6674.2%Computer and TechnologyTKO GROUP HOLDINGS INC$123,163,989$20,462,434 ▼-14.2%610,7814.2%CL AETNEaton$117,504,252$18,593,475 ▲18.8%328,5274.0%IndustrialsTRGPTarga Resources$107,513,024$27,978,961 ▲35.2%428,8003.6%EnergyJCIJohnson Controls International$105,740,423$11,231,582 ▼-9.6%807,4873.6%ConstructionMAMastercard$102,986,921$17,667,978 ▼-14.6%206,1143.5%Business ServicesLLYEli Lilly and Company$93,885,523$58,455,983 ▲165.0%102,0753.2%MedicalFWONKLiberty Media Corporation - Liberty Formula One Series C$90,820,745$29,785,907 ▼-24.7%1,068,2283.1%Consumer DiscretionaryRTXRTX$86,570,627$86,570,627 ▲New Holding448,7852.9%AerospaceCIENCiena$83,459,744$34,729,115 ▼-29.4%214,9752.8%Computer and TechnologyHWMHowmet Aerospace$82,614,609$67,569,489 ▲449.1%358,4772.8%AerospaceSTRLSterling Infrastructure$67,197,514$67,197,514 ▲New Holding164,9952.3%ConstructionGEGE Aerospace$64,658,413$24,050,926 ▼-27.1%227,8552.2%AerospaceMCKMcKesson$59,506,480$59,506,480 ▲New Holding68,7652.0%MedicalLITELumentum$51,579,070$51,579,070 ▲New Holding73,3951.7%Computer and TechnologyBWXTBWX Technologies$50,349,528$50,349,528 ▲New Holding246,2201.7%AerospacePWRQuanta Services$49,412,898$7,510,594 ▲17.9%90,0021.7%ConstructionCFCF Industries$48,395,263$48,395,263 ▲New Holding372,7301.6%Basic MaterialsLEGENCE CORP$42,222,595$36,631,813 ▼-46.5%747,8321.4%CL ALINDE PLC$32,204,074$1,430,268 ▲4.6%64,9591.1%SHSFIXComfort Systems USA$28,550,609$3,764,643 ▼-11.6%20,7041.0%ConstructionDRSLeonardo DRS$27,910,256$13,303,466 ▲91.1%626,9150.9%AerospaceBIPBrookfield Infrastructure Partners$25,713,286$12,845,897 ▲99.8%711,8850.9%FinanceMODModine Manufacturing$25,641,127$25,641,127 ▲New Holding118,3200.9%Auto/Tires/TrucksVRTVertiv$23,307,699$10,543,154 ▼-31.1%93,0150.8%Computer and TechnologyGFLGFL Environmental$21,702,202$5,766,538 ▼-21.0%520,1870.7%Business ServicesCRH PLC$19,245,370$96,638,920 ▼-83.4%183,0800.7%ORDCCJCameco$17,949,432$8,742,562 ▲95.0%165,2650.6%Basic MaterialsCWCurtiss-Wright$17,157,413$4,338,734 ▲33.8%25,1900.6%AerospacePRIMORIS SVCS CORP$16,044,797$16,044,797 ▲New Holding112,1700.5%COMIBKRInteractive Brokers Group$14,714,487$6,640,265 ▲82.2%219,3900.5%FinanceCEGConstellation Energy$13,976,463$119,856,059 ▼-89.6%50,0500.5%EnergyROADConstruction Partners$13,953,894$5,195,971 ▲59.3%125,5750.5%ConstructionHEIHeico$13,284,990$64,834,042 ▼-83.0%48,4500.5%AerospaceAIRAAR$13,050,369$1,196,398 ▲10.1%119,2250.4%AerospaceCLHClean Harbors$11,661,022$12,928,655 ▼-52.6%40,6690.4%Business ServicesCOHRCoherent$9,839,264$265,604 ▲2.8%41,3050.3%Business ServicesNINiSource$9,776,670$9,776,670 ▲New Holding209,5300.3%UtilitiesNVMINova$9,315,306$6,527,228 ▼-41.2%21,4500.3%Computer and TechnologyPOWLPowell Industries$7,943,054$7,943,054 ▲New Holding14,6800.3%IndustrialsNXTNextpower$7,912,299$7,912,299 ▲New Holding65,6350.3%EnergyVVXV2X$7,568,223$7,568,223 ▲New Holding110,4850.3%Business ServicesSOLSTICE ADVANCED MATLS INC$7,212,352$7,212,352 ▲New Holding94,7000.2%COM SHSAGXArgan$7,202,996$7,202,996 ▲New Holding13,2250.2%ConstructionCBOECboe Global Markets$6,811,731$6,811,731 ▲New Holding24,2350.2%Financial ServicesMSFTMicrosoft$5,680,999$136,640,112 ▼-96.0%15,3470.2%Computer and TechnologyRMBSRambus$5,539,902$5,539,902 ▲New Holding64,3950.2%Computer and TechnologyCELESTICA INC$5,495,577$42,666,071 ▼-88.6%19,5100.2%COMLFUSLittelfuse$5,461,838$5,461,838 ▲New Holding16,0950.2%Computer and TechnologyTERTeradyne$4,516,568$4,516,568 ▲New Holding15,2350.2%Computer and TechnologyMEDLINE INC$4,064,185$4,064,185 ▲New Holding91,3300.1%COM CL AFORGENT POWER SOLUTIONS INC$2,932,415$2,932,415 ▲New Holding100,1850.1%COM SHS CL ASNSharkNinja$2,155,065$80,932,592 ▼-97.4%20,3500.1%Retail/WholesaleMETAMeta Platforms$1,152,842$103,412,502 ▼-98.9%2,0150.0%Computer and TechnologyMIRMirion Technologies$0$124,374,777 ▼-100.0%00.0%Business ServicesBSXBoston Scientific$0$119,836,834 ▼-100.0%00.0%MedicalVVisa$0$92,341,943 ▼-100.0%00.0%Business ServicesSHOPIFY INC$0$63,250,747 ▼-100.0%00.0%CL A SUB VTG SHSISRGIntuitive Surgical$0$61,954,120 ▼-100.0%00.0%MedicalJEFJefferies Financial Group$0$60,470,016 ▼-100.0%00.0%FinanceAXONAxon Enterprise$0$55,465,180 ▼-100.0%00.0%AerospaceREDDIT INC$0$9,551,099 ▼-100.0%00.0%CL ATALEN ENERGY CORP$0$8,668,175 ▼-100.0%00.0%COMPODDInsulet$0$7,523,833 ▼-100.0%00.0%MedicalTTTrane Technologies$0$6,575,534 ▼-100.0%00.0%ConstructionASTERA LABS INC$0$6,559,575 ▼-100.0%00.0%COMFUTUFutu$0$6,428,822 ▼-100.0%00.0%Business ServicesWAYSTAR HLDG CORP$0$5,964,266 ▼-100.0%00.0%COMWMWaste Management$0$5,654,237 ▼-100.0%00.0%Business ServicesTWTradeweb Markets$0$5,169,448 ▼-100.0%00.0%FinanceMELIMercadoLibre$0$4,723,440 ▼-100.0%00.0%Retail/WholesaleFERMI INC$0$4,214,400 ▼-100.0%00.0%COMSPOTSpotify Technology$0$3,699,123 ▼-100.0%00.0%Computer and TechnologyAVAVAeroVironment$0$2,712,796 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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