EdgeMarket › What Munro Partners reported owning
What Munro Partners reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.0BPositions
59Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 288.4M | 9.8% | 1.7M | 214.72 | +22.4% |
| GEV GE Vernova Inc. | 226.9M | 7.7% | 259.9K | 956.85 | +58.3% |
| AMZN AMAZON COM INC | 166.4M | 5.6% | 798.9K | 258.63 | +15.6% |
| NEE NEXTERA ENERGY INC | 143.4M | 4.9% | 1.5M | 83.65 | +9.8% |
| AVGO Broadcom Inc. | 126.4M | 4.3% | 408.4K | 368.45 | +26.5% |
| GOOGL Alphabet Inc. | 125.3M | 4.2% | 435.7K | 344.82 | +73.0% |
| TKO TKO Group Holdings, Inc. | 123.2M | 4.2% | 610.8K | 193.14 | +5.8% |
| ETN Eaton Corp plc | 117.5M | 4.0% | 328.5K | 419.20 | +21.1% |
| TRGP Targa Resources Corp. | 107.5M | 3.6% | 428.8K | 299.10 | +83.6% |
| JCI Johnson Controls International plc | 105.7M | 3.6% | 807.5K | 143.05 | +35.0% |
| MA Mastercard Inc | 103.0M | 3.5% | 206.1K | 580.63 | -2.0% |
| LLY ELI LILLY & Co | 93.9M | 3.2% | 102.1K | 1,255.40 | +78.0% |
| FWONK Liberty Media Corp | 90.8M | 3.1% | 1.1M | 104.94 | +3.2% |
| RTX RTX Corp | 86.6M | 2.9% | 448.8K | 209.91 | +34.1% |
| CIEN CIENA CORP | 83.5M | 2.8% | 215.0K | 395.79 | +356.8% |
| HWM Howmet Aerospace Inc. | 82.6M | 2.8% | 358.5K | 271.68 | +58.0% |
| STRL STERLING INFRASTRUCTURE, INC. | 67.2M | 2.3% | 165.0K | 516.81 | +88.0% |
| GE GENERAL ELECTRIC CO | 64.7M | 2.2% | 227.9K | 348.37 | +30.7% |
| MCK MCKESSON CORP | 59.5M | 2.0% | 68.8K | 858.90 | +22.2% |
| LITE Lumentum Holdings Inc. | 51.6M | 1.7% | 73.4K | 866.71 | +647.9% |
| BWXT BWX Technologies, Inc. | 50.3M | 1.7% | 246.2K | 156.78 | -4.1% |
| PWR QUANTA SERVICES, INC. | 49.4M | 1.7% | 90.0K | 639.34 | +70.1% |
| CF CF Industries Holdings, Inc. | 48.4M | 1.6% | 372.7K | 129.60 | +51.7% |
| LGN Legence Corp. | 42.2M | 1.4% | 747.8K | 59.37 | — |
| LIN LINDE PLC | 32.2M | 1.1% | 65.0K | 487.57 | +1.1% |
| FIX COMFORT SYSTEMS USA INC | 28.6M | 1.0% | 20.7K | 1,655.61 | +143.1% |
| DRS Leonardo DRS, Inc. | 27.9M | 0.9% | 626.9K | 40.70 | -0.9% |
| BIP Brookfield Infrastructure Partners L.P. | 25.7M | 0.9% | 711.9K | 38.95 | +29.1% |
| MOD MODINE MANUFACTURING CO | 25.6M | 0.9% | 118.3K | 197.68 | +46.5% |
| VRT Vertiv Holdings Co | 23.3M | 0.8% | 93.0K | 261.95 | +105.4% |
| GFL GFL Environmental Inc. | 21.7M | 0.7% | 520.2K | 41.05 | -18.7% |
| CRH CRH PUBLIC LTD CO | 19.2M | 0.7% | 183.1K | 95.07 | -14.2% |
| CCJ CAMECO CORP | 17.9M | 0.6% | 165.3K | 102.51 | +45.5% |
| CW CURTISS WRIGHT CORP | 17.2M | 0.6% | 25.2K | 634.99 | +32.2% |
| PRIM Primoris Services Corp | 16.0M | 0.5% | 112.2K | 77.18 | -30.2% |
| IBKR Interactive Brokers Group, Inc. | 14.7M | 0.5% | 219.4K | 93.87 | +50.3% |
| CEG Constellation Energy Corp | 14.0M | 0.5% | 50.0K | 272.88 | -13.2% |
| ROAD Construction Partners, Inc. | 14.0M | 0.5% | 125.6K | 112.17 | -2.3% |
| HEI HEICO CORP | 13.3M | 0.5% | 48.5K | 355.04 | +15.6% |
| AIR AAR CORP | 13.1M | 0.4% | 119.2K | 134.82 | +87.9% |
| CLH CLEAN HARBORS INC | 11.7M | 0.4% | 40.7K | 315.98 | +29.5% |
| COHR COHERENT CORP. | 9.8M | 0.3% | 41.3K | 289.52 | +234.5% |
| NI NISOURCE INC. | 9.8M | 0.3% | 209.5K | 40.62 | -4.5% |
| NVMI NOVA LTD. | 9.3M | 0.3% | 21.4K | 376.99 | +53.0% |
| POWL POWELL INDUSTRIES INC | 7.9M | 0.3% | 14.7K | 197.67 | +140.6% |
| NXT Nextpower Inc. | 7.9M | 0.3% | 65.6K | 86.18 | +30.3% |
| VVX V2X, Inc. | 7.6M | 0.3% | 110.5K | 78.50 | +37.9% |
| SOLS Solstice Advanced Materials Inc. | 7.2M | 0.2% | 94.7K | 56.16 | — |
| AGX ARGAN INC | 7.2M | 0.2% | 13.2K | 501.63 | +132.4% |
| CBOE Cboe Global Markets, Inc. | 6.8M | 0.2% | 24.2K | 300.74 | +19.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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