Munro Partners: 13F holdings
CIK 17687442026Q2
| Positions | 60 |
|---|
| Reported value | $4.5bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 60 (+1 vs prior quarter) |
|---|
| Reported value | $4.5bn (+53.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| NVDA NVIDIA CORPORATION | 1,483,301 | $296.8m | 6.5% |
| GEV GE VERNOVA INC | 217,873 | $256.0m | 5.6% |
| GOOGL ALPHABET INC | 623,657 | $222.9m | 4.9% |
| AMZN AMAZON COM INC | 922,313 | $219.8m | 4.8% |
| AMAT APPLIED MATLS INC | 278,565 | $201.4m | 4.4% |
| PWR QUANTA SVCS INC | 276,277 | $198.9m | 4.4% |
| MA MASTERCARD INCORPORATED | 308,934 | $158.7m | 3.5% |
| AVGO BROADCOM INC | 389,356 | $147.1m | 3.2% |
| JOHNSON CONTROLS INTERNATION | 954,862 | $139.5m | 3.1% |
| LITE LUMENTUM HLDGS INC | 160,222 | $137.5m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1768744")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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