Munro Partners
CIK 0001768744 · MELBOURNE, null · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.54B
2026 Q2
Positions
61
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
NVDA
NVIDIA CORPORATION
6.5%
GEV
GE VERNOVA INC
5.6%
GOOGL
ALPHABET INC
4.9%
AMZN
AMAZON COM INC
4.8%
AMAT
APPLIED MATLS INC
4.4%
PWR
QUANTA SVCS INC
4.4%
MA
MASTERCARD INCORPORATED
3.5%
AVGO
BROADCOM INC
3.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.