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Munro Partners’s Cameco CCJ Stock Holding History

Munro Partners’s Portfolio CCJ Stock Details CCJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.2M Buy
306,375
+141,110
+85% +$15.8M 0.69% 36
2026
Q1 		$17.9M Buy
165,265
+80,495
+95% +$9.21M 0.61% 33
2025
Q4 		$7.76M Buy
+84,770
New +$7.63M 0.2% 47
2025
Q2 		– Sell
-33,651
Closed -$1.39M – 69
2025
Q1 		$1.39M Sell
33,651
-50,619
-60% -$2.38M 0.06% 55
2024
Q4 		$4.33M Buy
+84,270
New +$4.59M 0.14% 44
2024
Q3 		– Sell
-124,850
Closed -$6.14M – 64
2024
Q2 		$6.14M Buy
124,850
+5,085
+4% +$258K 0.23% 32
2024
Q1 		$5.19M Sell
119,765
-235,690
-66% -$10.3M 0.19% 37
2023
Q4 		$15.3M Buy
+355,455
New +$14.9M 0.69% 32

Other funds holding CCJ

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Munro Partners's CCJ Position: Q2 2026 in Review

Munro Partners increased its Cameco (CCJ) stake by 85% in Q2 2026, buying an estimated $15.8M and bringing the position to 306,375 shares worth $31.2M. The position accounts for 0.69% of the portfolio, ranked #36.

Munro Partners first reported a position in CCJ in Q4 2023 and has held it in 8 quarters since. 1,033 funds tracked by Wall St. Rank hold CCJ as of Q2 2026.

  • Munro Partners held 306,375 shares of Cameco worth $31.2M as of Q2 2026.
  • Munro Partners bought 141,110 Cameco shares in Q2 2026, an estimated $15.8M.
  • Cameco made up 0.69% of Munro Partners's portfolio in Q2 2026, its #36 holding.
  • Munro Partners first reported a position in Cameco in Q4 2023 and has held it in 8 quarters since.
  • 1,033 funds tracked by Wall St. Rank held Cameco as of Q2 2026.

Based on Munro Partners's 13F filing for Q2 2026, filed 10 Aug 2026.