Munro Partners 13F Holdings · Q2 2026
Munro Partners reported 59 securities worth $4.54B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.54%), GEV (5.64%), GOOGL (4.91%). Among its top 25 positions this quarter: 9 new, 11 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $296.8M | 6.54% | 1.5M | Trimmed |
| 2 | GEV | GE VERNOVA INC | $256.0M | 5.64% | 217,873 | Trimmed |
| 3 | GOOGL | ALPHABET INC | $222.9M | 4.91% | 623,657 | Added |
| 4 | AMZN | AMAZON COM INC | $219.8M | 4.84% | 922,313 | Added |
| 5 | AMAT | APPLIED MATLS INC | $201.4M | 4.44% | 278,565 | New |
| 6 | PWR | QUANTA SVCS INC | $198.9M | 4.38% | 276,277 | Added |
| 7 | MA | MASTERCARD INCORPORATED | $158.7M | 3.50% | 308,934 | Added |
| 8 | AVGO | BROADCOM INC | $147.1M | 3.24% | 389,356 | Trimmed |
| 9 | JCI | JOHNSON CONTROLS INTERNATION | $139.5M | 3.07% | 954,862 | Added |
| 10 | LITE | LUMENTUM HLDGS INC | $137.5M | 3.03% | 160,222 | Added |
| 11 | FLEX | FLEX LTD | $130.4M | 2.87% | 804,342 | New |
| 12 | HWM | HOWMET AEROSPACE INC | $130.1M | 2.87% | 483,932 | Added |
| 13 | MOD | MODINE MFG CO | $118.4M | 2.61% | 443,360 | Added |
| 14 | LLY | ELI LILLY & CO | $116.6M | 2.57% | 97,240 | Trimmed |
| 15 | GE | GE AEROSPACE | $115.4M | 2.54% | 308,680 | Added |
| 16 | MU | MICRON TECHNOLOGY INC | $115.4M | 2.54% | 99,985 | New |
| 17 | TKO | TKO GROUP HOLDINGS INC | $113.1M | 2.49% | 561,729 | Trimmed |
| 18 | TSLA | TESLA INC | $112.9M | 2.49% | 268,500 | New |
| 19 | FWONK | LIBERTY MEDIA CORP DEL | $105.2M | 2.32% | 1.1M | Added |
| 20 | RTX | RTX CORPORATION | $102.8M | 2.26% | 541,675 | Added |
| 21 | AMD | ADVANCED MICRO DEVICES INC | $99.8M | 2.20% | 171,716 | New |
| 22 | WWD | WOODWARD INC | $97.9M | 2.16% | 230,170 | New |
| 23 | WMB | WILLIAMS COS INC | $91.0M | 2.01% | 1.2M | New |
| 24 | CGNX | COGNEX CORP | $75.8M | 1.67% | 1.0M | New |
| 25 | ARM | ARM HOLDINGS PLC | $68.7M | 1.51% | 193,733 | New |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR