MP

Munro Partners Portfolio holdings

AUM $3.65B
1-Year Est. Return 44.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+44.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.11B
AUM Growth
-$773M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$20.4M
3
+$19.9M
4
ISRG icon
Intuitive Surgical
ISRG
+$18.7M
5
TKO icon
TKO Group
TKO
+$16.8M

Top Sells

1
+$79.4M
2
+$76.4M
3
+$68.9M
4
DDOG icon
Datadog
DDOG
+$58.4M
5
SN icon
SharkNinja
SN
+$54.8M

Sector Composition

1 Technology 26.4%
2 Communication Services 19.71%
3 Industrials 19.41%
4 Consumer Discretionary 9.38%
5 Healthcare 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.7M 0.87%
+37,750
27
$16.2M 0.76%
34,708
+4,132
28
$15.8M 0.74%
222,865
+91,980
29
$14.9M 0.7%
58,450
+2,533
30
$12.1M 0.56%
+24,255
31
$11.9M 0.56%
245,922
-11,308
32
$10.1M 0.47%
37,274
+15,579
33
$7.65M 0.36%
38,802
-274,314
34
$5.49M 0.26%
+16,295
35
$5.48M 0.26%
+20,855
36
$4.85M 0.23%
2,485
+445
37
$4.65M 0.22%
55,715
-656,594
38
$4.63M 0.22%
28,330
-209,710
39
$4.29M 0.2%
+21,482
40
$4.28M 0.2%
21,360
+12,550
41
$4.21M 0.2%
141,305
+69,560
42
$3.7M 0.17%
24,915
+14,110
43
$3.5M 0.16%
+13,040
44
$3.34M 0.16%
22,790
-129,625
45
$3.01M 0.14%
41,695
+11,235
46
$2.94M 0.14%
11,549
-271,071
47
$2.88M 0.13%
69,520
+32,720
48
$2.54M 0.12%
14,090
+6,640
49
$2.04M 0.1%
+61,920
50
$1.9M 0.09%
33,775
+15,910
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