MP
Munro Partners Portfolio holdings
AUM
$2.95B
1-Year Est. Return
68.18%
This Fund
S&P 500
1 Year Est. Return
+68.18%
AUM
$2.95B
AUM Growth
-$632M
(-18%)
Holding
79
Top Buys
| 1 | +$104M | |
| 2 | +$92.7M | |
| 3 | +$89.2M | |
| 4 |
Howmet Aerospace
HWM
|
+$68.3M |
| 5 |
Sterling Infrastructure
STRL
|
+$64.5M |
Top Sells
| 1 | +$154M | |
| 2 | +$130M | |
| 3 | +$120M | |
| 4 |
Meta Platforms (Facebook)
META
|
+$116M |
| 5 |
CRH
CRH
|
+$108M |
Sector Composition
| 1 | Industrials | 37.46% |
| 2 | Technology | 20.45% |
| 3 | Communication Services | 11.54% |
| 4 | Consumer Discretionary | 6.58% |
| 5 | Utilities | 6.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Reddit
RDDT
$32.6B
| – | – |
-41,550
|
|
||
|
TLN
77
Talen Energy Corp
TLN
$17.2B
| – | – |
-23,125
|
|
||
|
WAY
78
Waystar Holding Corp
WAY
$3.74B
| – | – |
-182,115
|
|
||
|
FRMI
79
Fermi Inc
FRMI
$3.88B
| – | – |
0
|
|