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MUNRO PARTNERS
MUNRO PARTNERS
Latest filing: 2026-06-30
MUNRO PARTNERS runs MUNRO PARTNERS and currently holds 61 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $4.54B. Their top holdings are NVDA, GEV, GOOGL, AMZN, AMAT. The top five represent 26.4% of reported portfolio weight. MUNRO PARTNERS ranks #138 out of 1000 investors tracked by Alpha Score. In the most recent quarter, MUNRO PARTNERS initiated 21 new positions. They added to 24 existing positions. They trimmed 14 positions. Their current best-performing preview position is TER with returns of +63.21%.
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61 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 6.54% | $79.04 | $214.76 | +171.71% | Trimmed -10.31% |
 GEV GE VERNOVA INC | 5.64% | $424.71 | $956.64 | +125.25% | Trimmed -16.18% |
 GOOGL ALPHABET INC | 4.91% | $216.09 | $344.82 | +59.57% | Added +43.15% |
 AMZN AMAZON COM INC | 4.84% | $157.78 | $258.63 | +63.92% | Added +15.45% |
 AMAT APPLIED MATLS INC | 4.44% | $723.00 | $492.32 | -31.91% | New Buy |
 PWR QUANTA SVCS INC | 4.38% | $596.38 | $639.59 | +7.25% | Added +206.97% |
 MA MASTERCARD INCORPORATED | 3.50% | $458.18 | $580.56 | +26.71% | Added +49.88% |
 AVGO BROADCOM INC | 3.24% | $288.38 | $368.45 | +27.77% | Trimmed -4.66% |
 JCI JOHNSON CONTROLS INTERNATION | 3.07% | $94.25 | $143.05 | +51.78% | Added +18.25% |
 LITE LUMENTUM HLDGS INC | 3.03% | $786.92 | $866.71 | +10.14% | Added +118.30% |
Showing 1-10 of 61