Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Munro Partners (CIK 1768744) reported $2.95B across 55 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($288.4M, 9.77%), GEV ($226.9M, 7.69%), AMZN ($166.4M, 5.64%), NEE ($143.4M, 4.86%), AVGO ($126.4M, 4.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $288.4M | 9.77% | 1.7M | Trimmed |
| 2 | GEV | GE VERNOVA INC | $226.9M | 7.69% | 259,933 | Trimmed |
| 3 | AMZN | AMAZON COM INC | $166.4M | 5.64% | 798,898 | Trimmed |
| 4 | NEE | NEXTERA ENERGY INC | $143.4M | 4.86% | 1.5M | Added |
| 5 | AVGO | BROADCOM INC | $126.4M | 4.28% | 408,396 | Added |
| 6 | GOOGL | ALPHABET INC | $125.3M | 4.25% | 435,667 | Trimmed |
| 7 | TKO | TKO GROUP HOLDINGS INC | $123.2M | 4.17% | 610,781 | Trimmed |
| 8 | ETN | EATON CORP PLC | $117.5M | 3.98% | 328,527 | Added |
| 9 | TRGP | TARGA RES CORP | $107.5M | 3.64% | 428,800 | Added |
| 10 | JCI | JOHNSON CONTROLS INTERNATION | $105.7M | 3.58% | 807,487 | Trimmed |
| 11 | MA | MASTERCARD INCORPORATED | $103.0M | 3.49% | 206,114 | Trimmed |
| 12 | LLY | ELI LILLY & CO | $93.9M | 3.18% | 102,075 | Added |
| 13 | FWONK | LIBERTY MEDIA CORP DEL | $90.8M | 3.08% | 1.1M | Trimmed |
| 14 | RTX | RTX CORPORATION | $86.6M | 2.93% | 448,785 | New |
| 15 | CIEN | CIENA CORP | $83.5M | 2.83% | 214,975 | Trimmed |
| 16 | HWM | HOWMET AEROSPACE INC | $82.6M | 2.80% | 358,477 | Added |
| 17 | STRL | STERLING INFRASTRUCTURE INC | $67.2M | 2.28% | 164,995 | New |
| 18 | GE | GE AEROSPACE | $64.7M | 2.19% | 227,855 | Trimmed |
| 19 | MCK | MCKESSON CORP | $59.5M | 2.02% | 68,765 | New |
| 20 | LITE | LUMENTUM HLDGS INC | $51.6M | 1.75% | 73,395 | New |
| 21 | BWXT | BWX TECHNOLOGIES INC | $50.3M | 1.71% | 246,220 | New |
| 22 | PWR | QUANTA SVCS INC | $49.4M | 1.67% | 90,002 | Added |
| 23 | CF | CF INDUSTRIES HOLD | $48.4M | 1.64% | 372,730 | New |
| 24 | LEGENCE CORP | $42.2M | 1.43% | 747,832 | Trimmed | |
| 25 | LIN | LINDE PLC | $32.2M | 1.09% | 64,959 | Added |
Source: SEC Form 13F filings · as of 2026-03-31