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MP

Munro Partners Portfolio holdings

AUM $2.95B
1-Year Est. Return 68.18%
This Fund
S&P 500
This Quarter Est. Return
+27.34%
1 Year Est. Return
+68.18%
3 Year Est. Return
+265.16%
5 Year Est. Return
+378.9%
10 Year Est. Return
–
AUM
$2.79B
AUM Growth
+$555M
Cap. Flow
+$72.3M
Cap. Flow %
2.59%
Top 10 Hldgs %
58.58%
Holding
61
New
8
Increased
24
Reduced
25
Closed
4

Top Buys

Rank Stock Value
1
TSM icon
TSMC
TSM
+$55.3M
2
SNPS icon
Synopsys
SNPS
+$46.9M
3
MSFT icon
Microsoft
MSFT
+$45.1M
4
CRH icon
CRH
CRH
+$38.8M
5
NXT icon
Nextpower Inc
NXT
+$34.2M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$60.1M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$52.6M
3
CAMT icon
Camtek
CAMT
+$39.9M
4
AVGO icon
Broadcom
AVGO
+$30.4M
5
CLH icon
Clean Harbors
CLH
+$18.7M

Sector Composition

Rank Sector Weight
1 Technology 47.43%
2 Consumer Discretionary 16.76%
3 Communication Services 13.35%
4 Financials 7.24%
5 Utilities 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ONON icon
26
On Holding
ONON
$12.5B
$40.1M 1.44%
1,132,090
-372,240
-25% -$11.4M
SN icon
27
SharkNinja
SN
$26.1B
$36.2M 1.3%
580,964
-55,735
-9% -$2.95M
MU icon
28
Micron Technology
MU
$991B
$31.3M 1.12%
+265,425
New +$24M
APP icon
29
Applovin
APP
$116B
$31.3M 1.12%
451,735
+447,675
+11,026% +$23.7M
AXON
30
Axon Enterprise
AXON
$46.4B
$20.2M 0.72%
+64,585
New +$17.9M
CLH icon
31
Clean Harbors
CLH
$16.3B
$8.48M 0.3%
42,126
-104,277
-71% -$18.7M
PWR icon
32
Quanta Services
PWR
$101B
$6.26M 0.22%
24,107
+5,575
+30% +$1.23M
WM icon
33
Waste Management
WM
$91B
$6.15M 0.22%
28,858
-1,550
-5% -$305K
FIX icon
34
Comfort Systems
FIX
$59.6B
$6.11M 0.22%
19,245
+4,115
+27% +$1.05M
LIN icon
35
Linde
LIN
$226B
$6.11M 0.22%
13,166
+1,715
+15% +$743K
CNM icon
36
Core & Main
CNM
$8.71B
$5.25M 0.19%
91,784
-6,090
-6% -$279K
CCJ icon
37
Cameco
CCJ
$42.4B
$5.19M 0.19%
119,765
-235,690
-66% -$10.3M
GFL icon
38
GFL Environmental
GFL
$14.9B
$4.99M 0.18%
144,695
+81,410
+129% +$2.81M
VRT icon
39
Vertiv
VRT
$105B
$4.91M 0.18%
60,140
+19,755
+49% +$1.24M
MELI icon
40
Mercado Libre
MELI
$92.3B
$3.8M 0.14%
2,510
-5
-0.2% -$8.18K
COST icon
41
Costco
COST
$420B
$3.47M 0.12%
4,740
-23,258
-83% -$16.6M
ARM icon
42
Arm
ARM
$302B
$3.18M 0.11%
25,454
-31,911
-56% -$3.38M
IT icon
43
Gartner
IT
$11.7B
$3.16M 0.11%
6,625
-65
-1% -$29.9K
VLTO icon
44
Veralto
VLTO
$24B
$2.75M 0.1%
31,025
-6,850
-18% -$568K
MSCI icon
45
MSCI
MSCI
$40.9B
$2.39M 0.09%
4,264
-2,995
-41% -$1.68M
AVGO icon
46
Broadcom
AVGO
$2.04T
$2.23M 0.08%
16,800
-245,650
-94% -$30.4M
NEE icon
47
NextEra Energy
NEE
$177B
$2.1M 0.08%
32,900
-18,001
-35% -$1.05M
VST icon
48
Vistra
VST
$47.4B
$2.01M 0.07%
+28,915
New +$1.43M
MPWR icon
49
Monolithic Power Systems
MPWR
$68.9B
$1.95M 0.07%
2,880
+2,740
+1,957% +$1.83M
WIX icon
50
WIX.com
WIX
$2.52B
$263K 0.01%
+1,910
New +$251K
1
2
3

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Munro Partners's Q1 2024 Portfolio in Review

As of Q1 2024, Munro Partners held 61 positions worth $2.79B, up 25% from $2.23B the previous quarter. Its ten largest holdings account for 59% of the portfolio.

Munro Partners's Q1 2024 filing shows 8 new, 24 increased, 25 reduced and 4 closed positions. Its largest new stake was CRH: 507,850 shares worth $43.8M. The largest sale was UnitedHealth, an estimated $60.1M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 41% a quarter earlier, followed by Consumer Discretionary and Communication Services.

  • Munro Partners's largest Q1 2024 buy was CRH: 507,850 shares worth $43.8M.
  • Munro Partners added most to TSMC in Q1 2024, an estimated $55.3M increase.
  • Munro Partners's biggest Q1 2024 reduction was Alphabet (Google) Class A, cutting an estimated $52.6M.
  • Munro Partners fully exited UnitedHealth in Q1 2024, selling an estimated $60.1M.
  • Munro Partners's ten largest holdings make up 59% of its $2.79B portfolio in Q1 2024.
  • Munro Partners opened 8 new positions and closed 4 in Q1 2024.
  • Munro Partners's portfolio value rose 25% quarter-over-quarter to $2.79B.

Based on Munro Partners's 13F filing for Q1 2024, filed 21 Oct 2025.