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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
+8.69%
1 Year Est. Return
+68.18%
3 Year Est. Return
+265.16%
5 Year Est. Return
+378.9%
10 Year Est. Return
–
AUM
$3.01B
AUM Growth
+$265M
Cap. Flow
+$99.4M
Cap. Flow %
3.3%
Top 10 Hldgs %
46.01%
Holding
79
New
17
Increased
32
Reduced
19
Closed
11

Top Buys

Rank Stock Value
1
CDNS icon
Cadence Design Systems
CDNS
+$82.2M
2
CLH icon
Clean Harbors
CLH
+$67.8M
3
DDOG icon
Datadog
DDOG
+$56.1M
4
JCI icon
Johnson Controls International
JCI
+$44.3M
5
WIX icon
WIX.com
WIX
+$41.4M

Top Sells

Rank Stock Value
1
TSM icon
TSMC
TSM
+$115M
2
SNPS icon
Synopsys
SNPS
+$72.2M
3
KLAC icon
KLA
KLAC
+$71.9M
4
V icon
Visa
V
+$64.5M
5
GEV icon
GE Vernova
GEV
+$49.4M

Sector Composition

Rank Sector Weight
1 Technology 31.68%
2 Industrials 18.52%
3 Communication Services 11.83%
4 Consumer Discretionary 11.25%
5 Utilities 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WIX icon
26
WIX.com
WIX
$2.52B
$51.1M 1.7%
238,040
+216,490
+1,005% +$41.4M
UBER icon
27
Uber
UBER
$153B
$49.9M 1.66%
826,460
-155,895
-16% -$11.1M
AXON
28
Axon Enterprise
AXON
$46.4B
$44M 1.46%
74,097
-15,005
-17% -$8.16M
TKO icon
29
TKO Group
TKO
$13.6B
$42.8M 1.42%
+301,376
New +$39.4M
AMAT icon
30
Applied Materials
AMAT
$428B
$41.3M 1.37%
254,159
-62,065
-20% -$11.2M
LULU icon
31
CALL
lululemon athletica
LULU
$14.6B
$37.9M 1.26%
+99,200
New +$32.4M
RDNT icon
32
RadNet
RDNT
$5.69B
$31.1M 1.03%
444,960
+213,562
+92% +$15.8M
HWM icon
33
Howmet Aerospace
HWM
$112B
$30.8M 1.02%
+281,230
New +$30.8M
ARES icon
34
Ares Management
ARES
$30.9B
$27M 0.9%
+152,415
New +$26M
MIR icon
35
Mirion Technologies
MIR
$3.91B
$19.6M 0.65%
+1,122,215
New +$17.4M
PWR icon
36
Quanta Services
PWR
$101B
$17.7M 0.59%
55,917
+11,125
+25% +$3.58M
LIN icon
37
Linde
LIN
$226B
$12.8M 0.43%
30,576
+12,670
+71% +$5.77M
APP icon
38
CALL
Applovin
APP
$116B
$12.8M 0.42%
+39,500
New +$9.99M
GFL icon
39
GFL Environmental
GFL
$14.9B
$11.5M 0.38%
257,230
+112,515
+78% +$4.9M
NEE icon
40
NextEra Energy
NEE
$177B
$9.38M 0.31%
130,885
+60,305
+85% +$4.68M
ETN icon
41
Eaton
ETN
$174B
$7.2M 0.24%
21,695
-1,620
-7% -$569K
ONON icon
42
On Holding
ONON
$12.5B
$6.22M 0.21%
113,490
+7,275
+7% +$385K
V icon
43
Visa
V
$677B
$4.44M 0.15%
14,050
-214,645
-94% -$64.5M
CCJ icon
44
Cameco
CCJ
$42.4B
$4.33M 0.14%
+84,270
New +$4.59M
IT icon
45
Gartner
IT
$11.7B
$3.64M 0.12%
7,515
+910
+14% +$469K
PCOR icon
46
Procore
PCOR
$8.67B
$3.59M 0.12%
+47,930
New +$3.4M
MELI icon
47
Mercado Libre
MELI
$92.3B
$3.47M 0.12%
2,040
-10
-0.5% -$19.5K
VRT icon
48
Vertiv
VRT
$105B
$3.46M 0.11%
30,460
-176,875
-85% -$21M
XYL icon
49
Xylem
XYL
$28.1B
$2.97M 0.1%
+25,620
New +$3.24M
BIP icon
50
Brookfield Infrastructure Partners
BIP
$18B
$2.28M 0.08%
71,745
+40,510
+130% +$1.38M
1
2
3 4

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Munro Partners's Q4 2024 Portfolio in Review

As of Q4 2024, Munro Partners held 79 positions worth $3.01B, up 9.7% from $2.75B the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Munro Partners deployed $99.4M of net new capital in Q4 2024, opening 17 new positions and adding to 32 existing holdings. Its largest new stake was Cadence Design Systems: 282,620 shares worth $84.9M.

By sector, the portfolio is most concentrated in Technology at 32% of assets, down from 38% a quarter earlier, followed by Industrials and Communication Services.

On the sell side, the largest reduction was Visa, an estimated $64.5M trimmed.

  • Munro Partners's largest Q4 2024 buy was Cadence Design Systems: 282,620 shares worth $84.9M.
  • Munro Partners added most to Clean Harbors in Q4 2024, an estimated $67.8M increase.
  • Munro Partners's biggest Q4 2024 reduction was Visa, cutting an estimated $64.5M.
  • Munro Partners fully exited TSMC in Q4 2024, selling an estimated $115M.
  • Munro Partners's ten largest holdings make up 46% of its $3.01B portfolio in Q4 2024.
  • Munro Partners opened 17 new positions and closed 11 in Q4 2024.
  • Munro Partners's portfolio value rose 9.7% quarter-over-quarter to $3.01B.

Based on Munro Partners's 13F filing for Q4 2024, filed 15 Oct 2025.