Investor
Munro Partners
CIK 0001768744 · filed 2026-05-06 · SEC filing
13F book
$2.95B
Positions
59
20 new · 19 sold
Largest name
9.8%
Nvidia Corp · NVDA
Est. mark
$85.3M
Price effect on 39 names still held. Flow −$717.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 1.65M | $288.4M | 9.8% | −$20M | Cut−$36.6M |
| GE Vernova Inc. | GEV | 259.9K | $226.9M | 7.7% | $57M | Cut$11M |
| Amazon Com Inc | AMZN | 798.9K | $166.4M | 5.6% | −$18M | Cut−$47.2M |
| Nextera Energy Inc | — | 1.54M | $143.4M | 4.9% | $4.75M | Added$113.2M |
| Broadcom Inc. | AVGO | 408.4K | $126.4M | 4.3% | −$4.64M | Added$82.6M |
| Alphabet Inc | — | 435.7K | $125.3M | 4.2% | −$11.1M | Cut−$54.4M |
| TKO Group Holdings, Inc. | TKO | 610.8K | $123.2M | 4.2% | −$4.49M | Cut−$25.7M |
| Eaton Corp Plc | ETN | 328.5K | $117.5M | 4.0% | $10.8M | Added$29.4M |
| Targa Res Corp | — | 428.8K | $107.5M | 3.6% | $21M | Added$49M |
| Johnson Ctls Intl Plc | — | 807.5K | $105.7M | 3.6% | $9.04M | Cut−$1.23M |
| Mastercard Inc | MA | 206.1K | $103M | 3.5% | −$14.7M | Cut−$34.9M |
| Eli Lilly & Co | LLY | 102.1K | $93.9M | 3.2% | −$5.97M | Added$52.5M |
| Liberty Media Corp Del | — | 1.07M | $90.8M | 3.1% | −$14.4M | Cut−$48.9M |
| RTX Corp | RTX | 448.8K | $86.6M | 2.9% | — | New |
| Ciena Corp | CIEN | 215K | $83.5M | 2.8% | $33.2M | Cut$12.3M |
| Howmet Aerospace Inc. | HWM | 358.5K | $82.6M | 2.8% | $1.66M | Added$69.2M |
| Sterling Infrastructure, Inc. | STRL | 165K | $67.2M | 2.3% | — | New |
| Ge Aerospace | — | 227.9K | $64.7M | 2.2% | −$5.53M | Cut−$31.6M |
| Mckesson Corp | MCK | 68.8K | $59.5M | 2.0% | — | New |
| Lumentum Hldgs Inc | — | 73.4K | $51.6M | 1.7% | — | New |
| BWX Technologies, Inc. | BWXT | 246.2K | $50.3M | 1.7% | — | New |
| Quanta Svcs Inc | — | 90K | $49.4M | 1.7% | $9.69M | Added$17.2M |
| Cf Inds Hldgs Inc | — | 372.7K | $48.4M | 1.6% | — | New |
| Legence Corp. | LGN | 747.8K | $42.2M | 1.4% | $10M | Cut−$17.9M |
| Linde Plc | LIN | 65K | $32.2M | 1.1% | $4.31M | Added$5.74M |
| Comfort Sys Usa Inc | — | 20.7K | $28.6M | 1.0% | $9.23M | Cut$6.68M |
| Leonardo DRS, Inc. | DRS | 626.9K | $27.9M | 0.9% | $3.42M | Added$16.7M |
| Brookfield Infrast Partners | — | 711.9K | $25.7M | 0.9% | $491.6K | Added$13.3M |
| Modine Mfg Co | — | 118.3K | $25.6M | 0.9% | — | New |
| Vertiv Holdings Co | VRT | 93K | $23.3M | 0.8% | $8.24M | Cut$1.42M |
| GFL Environmental Inc. | GFL | 520.2K | $21.7M | 0.7% | −$639.8K | Cut−$6.58M |
| Crh Plc | — | 183.1K | $19.2M | 0.7% | −$3.6M | Cut−$118.3M |
| Cameco Corp | CCJ | 165.3K | $17.9M | 0.6% | $1.45M | Added$10.2M |
| Curtiss Wright Corp | CW | 25.2K | $17.2M | 0.6% | $2.44M | Added$6.78M |
| Primoris Svcs Corp | — | 112.2K | $16M | 0.5% | — | New |
| Interactive Brokers Group In | — | 219.4K | $14.7M | 0.5% | $332.3K | Added$6.97M |
| Constellation Energy Corp | CEG | 50K | $14M | 0.5% | −$3.7M | Cut−$155.3M |
| Construction Partners, Inc. | ROAD | 125.6K | $14M | 0.5% | $202.6K | Added$5.4M |
| Heico Corp New | — | 48.5K | $13.3M | 0.4% | −$2.39M | Cut−$78.9M |
| Aar Corp | AIR | 119.2K | $13.1M | 0.4% | $2.89M | Added$4.08M |
| Clean Harbors Inc | CLH | 40.7K | $11.7M | 0.4% | $2.12M | Cut−$8.45M |
| Coherent Corp. | COHR | 41.3K | $9.84M | 0.3% | $2.16M | Added$2.42M |
| Nisource Inc. | NI | 209.5K | $9.78M | 0.3% | — | New |
| Nova Ltd. | NVMI | 21.4K | $9.32M | 0.3% | $2.27M | Cut−$2.66M |
| Powell Inds Inc | — | 14.7K | $7.94M | 0.3% | — | New |
| Nextpower Inc. | NXT | 65.6K | $7.91M | 0.3% | — | New |
| V2X, Inc. | VVX | 110.5K | $7.57M | 0.3% | — | New |
| Solstice Advanced Matls Inc | — | 94.7K | $7.21M | 0.2% | — | New |
| Argan Inc | AGX | 13.2K | $7.2M | 0.2% | — | New |
| Cboe Global Mkts Inc | — | 24.2K | $6.81M | 0.2% | — | New |
| Microsoft Corp | MSFT | 15.3K | $5.68M | 0.2% | −$1.74M | Cut−$180.3M |
| Rambus Inc Del | — | 64.4K | $5.54M | 0.2% | — | New |
| Celestica Inc | CLS | 19.5K | $5.5M | 0.2% | −$271.8K | Cut−$45M |
| Littelfuse Inc | — | 16.1K | $5.46M | 0.2% | — | New |
| Teradyne, Inc | TER | 15.2K | $4.52M | 0.2% | — | New |
| Medline Inc. | MDLN | 91.3K | $4.06M | 0.1% | — | New |
| Forgent Power Solutions, Inc. | FPS | 100.2K | $2.93M | 0.1% | — | New |
| SharkNinja, Inc. | SN | 20.4K | $2.16M | 0.1% | −$122.1K | Cut−$85.6M |
| Meta Platforms, Inc. | META | 2.02K | $1.15M | 0.0% | −$177.2K | Cut−$119.5M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.