account_balance
Investment manager · 13F filer · SEC CIK 1768744
Munro Partners
Reported value$4.2Bas of Sep 30, 2026
Positions60 25 new, 24 sold out
Top 10 weight51.0%NVDA alone is 10%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
NVDANVIDIA Corp
10.2%Added +26%
AMZNAmazon.com Inc
6.0%Added +10%
GEVGE Vernova Inc.
5.5%Added +12%
GOOGLAlphabet Inc.
5.5%Added +8%
MAMastercard Inc
4.7%Added +17%
LITELumentum Holdings Inc.
4.1%Added +12%
TRGPTarga Resources Corp.
3.9%Added +1290%
TKOTKO Group Holdings, Inc.
3.7%Added +55%
JCIJohnson Controls International PLC
3.7%Added +10%
LINLinde PLC
3.6%Added +200%
FWONKLiberty Media Corp
3.3%+34%
PWRQuanta Services, Inc.
2.8%−33%
NVDANVIDIA Corp
10.2%Added +26%
AMZNAmazon.com Inc
6.0%+10%
GEVGE Vernova Inc.
5.5%+12%
GOOGLAlphabet Inc.
5.5%+8%
MAMastercard Inc
4.7%+17%
LITELumentum Holdings Inc.
4.1%
TRGPTarga Resources Corp.
3.9%
TKOTKO Group Holdings, Inc.
3.7%
JCIJohnson Controls International PLC
3.7%
LIN3.6%FWONKPWR2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
NVDA NVIDIA Corp 10.2% Added +26%AMZN Amazon.com Inc 6.0% Added +10%GEV GE Vernova Inc. 5.5% Added +12%GOOGL Alphabet Inc. 5.5% Added +8%MA Mastercard Inc 4.7% Added +17%LITE Lumentum Holdings Inc. 4.1% Added +12%TRGP Targa Resources Corp. 3.9% Added +1290%TKO TKO Group Holdings, Inc. 3.7% Added +55%JCI Johnson Controls International PLC 3.7% Added +10%LIN Linde PLC 3.6% Added +200%FWONK Liberty Media Corp 3.3% Added +34%PWR Quanta Services, Inc. 2.8% Trimmed −33%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.