Munro Partners
Munro Partners reported 61 positions worth $4.54B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: NVDA (6.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $296.8M | 6.54% | 1,483,301 | — | — | |
| ▸ 2 | GEV | SH | $256.0M | 5.64% | 217,873 | — | — | |
| ▸ 3 | GOOGL | SH | $222.9M | 4.91% | 623,657 | — | — | |
| ▸ 4 | AMZN | SH | $219.8M | 4.84% | 922,313 | — | — | |
| ▸ 5 | AMAT | SH | $201.4M | 4.44% | 278,565 | — | — | |
| ▸ 6 | PWR | SH | $198.9M | 4.38% | 276,277 | — | — | |
| ▸ 7 | MA | SH | $158.7M | 3.50% | 308,934 | — | — | |
| ▸ 8 | AVGO | SH | $147.1M | 3.24% | 389,356 | — | — | |
| ▸ 9 | JCI | SH | $139.5M | 3.07% | 954,862 | — | — | |
| ▸ 10 | LITE | SH | $137.5M | 3.03% | 160,222 | — | — |
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Frequently Asked Questions
What stocks does Munro Partners hold as of Q2 2026?
Munro Partners reported 61 positions worth $4.54B in its Q2 2026 13F filing. Largest positions: NVDA (6.5%), GEV (5.6%), GOOGL (4.9%), AMZN (4.8%) and AMAT (4.4%).
What did Munro Partners buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Munro Partners sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.