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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
ALAB icon
51
Astera Labs
ALAB
$58B
$1.68M 0.06%
12,700
+6,530
+106% +$613K
IBKR icon
52
Interactive Brokers
IBKR
$39.8B
$1.63M 0.05%
36,800
+22,340
+154% +$941K
TRGP icon
53
Targa Resources
TRGP
$55.1B
$1.57M 0.05%
8,810
+5,750
+188% +$1.03M
GDDY icon
54
GoDaddy
GDDY
$11.5B
$1.47M 0.05%
7,450
+4,430
+147% +$810K
TW icon
55
Tradeweb Markets
TW
$21.6B
$1.41M 0.05%
10,805
+4,645
+75% +$613K
APP icon
56
Applovin
APP
$116B
$1.11M 0.04%
3,420
-1,345
-28% -$340K
RDDT icon
57
Reddit
RDDT
$31.1B
$1.1M 0.04%
6,735
+450
+7% +$55.6K
ULS icon
58
UL Solutions
ULS
$15.8B
$891K 0.03%
17,865
+9,650
+117% +$500K
HUT
59
Hut 8
HUT
$10.9B
$838K 0.03%
40,905
+32,995
+417% +$674K
ZS icon
60
Zscaler
ZS
$27.3B
$795K 0.03%
4,405
+2,590
+143% +$501K
RYAN icon
61
Ryan Specialty Holdings
RYAN
$11B
$763K 0.03%
+11,890
New +$828K
ONTO icon
62
Onto Innovation
ONTO
$15.3B
$733K 0.02%
4,395
+2,820
+179% +$515K
NVMI
63
Nova
NVMI
$12.5B
$604K 0.02%
3,065
+360
+13% +$69.2K
BWXT icon
64
BWX Technologies
BWXT
$15.6B
$545K 0.02%
+4,895
New +$598K
CART icon
65
Maplebear
CART
$11.8B
$538K 0.02%
12,990
+6,435
+98% +$279K
HEI icon
66
HEICO Corp
HEI
$51.4B
$530K 0.02%
+2,230
New +$578K
MPWR icon
67
Monolithic Power Systems
MPWR
$68.9B
$435K 0.01%
+735
New +$532K
AVAV icon
68
AeroVironment
AVAV
$9.45B
$390K 0.01%
+2,535
New +$496K
ARM icon
69
Arm
ARM
$302B
– –
-10,489
Closed -$1.5M
CAMT icon
70
Camtek
CAMT
$7.25B
– –
-17,860
Closed -$1.43M
ELF icon
71
e.l.f. Beauty
ELF
$5.81B
– –
-2,025
Closed -$221K
FSLR icon
72
First Solar
FSLR
$26.9B
– –
-14,330
Closed -$3.57M
KLAC icon
73
KLA
KLAC
$259B
– –
-928,400
Closed -$71.9M
PINS icon
74
Pinterest
PINS
$13.4B
– –
-65,155
Closed -$2.11M
SNPS icon
75
Synopsys
SNPS
$79.7B
– –
-142,611
Closed -$72.2M
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.