Munro Partners
CIK 1768744
13F filing for Q2 2026・No. 976
- Holdings
- US$4.54B
- Quarter change
- +US$1.59B
- Entries
- 61
- Net bought (estimate)
- +US$1.05B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 22
- Cut 14
- Added 23
- Corporate actions 0
- Unchanged 0
Largest holdings
59 stocks worth US$4.4B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 1,483,301 | US$296.79M | 6.74% |
| GEVGE VERNOVA INCCOM | Cut | 217,873 | US$255.97M | 5.82% |
| GOOGLAlphabetCAP STK CL A | Added | 623,657 | US$222.88M | 5.06% |
| AMZNAmazonCOM | Added | 922,313 | US$219.82M | 4.99% |
| AMATAPPLIED MATLS INCCOM | New | 278,565 | US$201.4M | 4.58% |
| PWRQUANTA SVCS INCCOM | Added | 276,277 | US$198.93M | 4.52% |
| MAMASTERCARD INCORPORATEDCL A | Added | 308,934 | US$158.67M | 3.61% |
| AVGOBroadcomCOM | Cut | 389,356 | US$147.08M | 3.34% |
| JCIJOHNSON CONTROLS INTERNATIONSHS | Added | 954,862 | US$139.51M | 3.17% |
| LITELUMENTUM HLDGS INCCOM | Added | 160,222 | US$137.48M | 3.12% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.