Munro Partners
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.95B
Q ending 2026-03-31
Prior quarter
$3.85B
Q ending 2025-12-31
Change
-23.3% QoQ · +38.1% YoY
Positions
59
reported holdings
Largest positions
All 59 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $288.4M | 1.7M |
| Ge Vernova Inc | GEV | Shares | $226.9M | 260K |
| Amazon Com Inc | AMZN | Shares | $166.4M | 799K |
| Nextera Energy Inc | NEE | Shares | $143.4M | 1.5M |
| Broadcom Inc | AVGO | Shares | $126.4M | 408K |
| Alphabet Inc | GOOGL | Shares | $125.3M | 436K |
| Tko Group Holdings Inc | TKO | Shares | $123.2M | 611K |
| Eaton Corp Plc | Shares | $117.5M | 329K | |
| Targa Res Corp | TRGP | Shares | $107.5M | 429K |
| Johnson Controls Internation | Shares | $105.7M | 807K | |
| Mastercard Incorporated | MA | Shares | $103.0M | 206K |
| Eli Lilly & Co | LLY | Shares | $93.9M | 102K |
| Liberty Media Corp Del | FWONK | Shares | $90.8M | 1.1M |
| Rtx Corporation | RTX | Shares | $86.6M | 449K |
| Ciena Corp | CIEN | Shares | $83.5M | 215K |
| Howmet Aerospace Inc | HWM | Shares | $82.6M | 358K |
| Sterling Infrastructure Inc | STRL | Shares | $67.2M | 165K |
| Ge Aerospace | GE | Shares | $64.7M | 228K |
| Mckesson Corp | MCK | Shares | $59.5M | 69K |
| Lumentum Hldgs Inc | LITE | Shares | $51.6M | 73K |
| Bwx Technologies Inc | BWXT | Shares | $50.3M | 246K |
| Quanta Svcs Inc | PWR | Shares | $49.4M | 90K |
| Cf Industries Hold | CF | Shares | $48.4M | 373K |
| Legence Corp | LGN | Shares | $42.2M | 748K |
| Linde Plc | Shares | $32.2M | 65K | |
| Comfort Sys Usa Inc | FIX | Shares | $28.6M | 21K |
| Leonardo Drs Inc | DRS | Shares | $27.9M | 627K |
| Brookfield Infrastructure Pa | Shares | $25.7M | 712K | |
| Modine Mfg Co | MOD | Shares | $25.6M | 118K |
| Vertiv Holdings Co | VRT | Shares | $23.3M | 93K |
| Gfl Environmental Inc | GFL | Shares | $21.7M | 520K |
| Crh Plc | Shares | $19.2M | 183K | |
| Cameco Corp | CCJ | Shares | $17.9M | 165K |
| Curtiss Wright Corp | CW | Shares | $17.2M | 25K |
| Primoris Svcs Corp | PRIM | Shares | $16.0M | 112K |
| Interactive Brokers Group In | IBKR | Shares | $14.7M | 219K |
| Constellation Energy Corp | CEG | Shares | $14.0M | 50K |
| Construction Partners Inc | ROAD | Shares | $14.0M | 126K |
| Heico Corp New | HEI | Shares | $13.3M | 48K |
| Aar Corp | AIR | Shares | $13.1M | 119K |
| Clean Harbors Inc | CLH | Shares | $11.7M | 41K |
| Coherent Corp | COHR | Shares | $9.8M | 41K |
| Nisource Inc | NI | Shares | $9.8M | 210K |
| Nova Ltd | Shares | $9.3M | 21K | |
| Powell Inds Inc | POWL | Shares | $7.9M | 15K |
| Nextpower Inc | NXT | Shares | $7.9M | 66K |
| V2X Inc | VVX | Shares | $7.6M | 110K |
| Solstice Advanced Matls Inc | SOLS | Shares | $7.2M | 95K |
| Argan Inc | AGX | Shares | $7.2M | 13K |
| Cboe Global Mkts Inc | CBOE | Shares | $6.8M | 24K |
| Microsoft Corp | MSFT | Shares | $5.7M | 15K |
| Rambus Inc Del | RMBS | Shares | $5.5M | 64K |
| Celestica Inc | CLS | Shares | $5.5M | 20K |
| Littelfuse Inc | LFUS | Shares | $5.5M | 16K |
| Teradyne Inc | TER | Shares | $4.5M | 15K |
| Medline Inc | MDLN | Shares | $4.1M | 91K |
| Forgent Power Solutions Inc | FPS | Shares | $2.9M | 100K |
| Sharkninja Inc | Shares | $2.2M | 20K | |
| Meta Platforms Inc | META | Shares | $1.2M | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.