Munro Partners

MELBOURNE, C3 · CIK 1768744 · 13F filing filed 2026-08-10

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMelbourne

$4.4bn reported value +49.1% vs Q1 2026

59positions

45.0%in top 10

22 new 23 added 14 reduced 22 sold out vs Q1 2026

Options: 2 call positions ($138.4m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	1,483,301	$296.8m6.74%	6.74%	Reduced -170.4k	-170,450 -10.3%
2	GE VERNOVA INC COM GEV	GEV	217,873	$256.0m5.82%	5.82%	Reduced -42.1k	-42,060 -16.2%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	623,657	$222.9m5.06%	5.06%	Added +188.0k	+187,990 43.1%
4	AMAZON COM INC COM AMZN	AMZN	922,313	$219.8m4.99%	4.99%	Added +123.4k	+123,415 15.4%
5	APPLIED MATLS INC COM AMAT	AMAT	278,565	$201.4m4.58%	4.58%	New
6	QUANTA SVCS INC COM PWR	PWR	276,277	$198.9m4.52%	4.52%	Added +186.3k	+186,275 207.0%
7	MASTERCARD INCORPORATED CL A MA	MA	308,934	$158.7m3.61%	3.61%	Added +102.8k	+102,820 49.9%
8	BROADCOM INC COM AVGO	AVGO	389,356	$147.1m3.34%	3.34%	Reduced -19.0k	-19,040 -4.7%
9	JOHNSON CTLS INTL PLC SHS JCI	JCI	954,862	$139.5m3.17%	3.17%	Added +147.4k	+147,375 18.2%
10	LUMENTUM HLDGS INC COM LITE	LITE	160,222	$137.5m3.12%	3.12%	Added +86.8k	+86,827 118.3%
11	FLEX LTD ORD FLEX	FLEX	804,342	$130.4m2.96%	2.96%	New
12	HOWMET AEROSPACE INC COM HWM	HWM	483,932	$130.1m2.96%	2.96%	Added +125.5k	+125,455 35.0%
13	MODINE MFG CO COM MOD	MOD	443,360	$118.4m2.69%	2.69%	Added +325.0k	+325,040 274.7%
14	ELI LILLY & CO COM LLY	LLY	97,240	$116.6m2.65%	2.65%	Reduced -4.8k	-4,835 -4.7%
15	MICRON TECHNOLOGY INC COM MU	MU	99,985	$115.4m2.62%	2.62%	New
16	GE AEROSPACE COM NEW GE	GE	308,680	$115.4m2.62%	2.62%	Added +80.8k	+80,825 35.5%
17	TKO GROUP HOLDINGS INC CL A TKO	TKO	561,729	$113.1m2.57%	2.57%	Reduced -49.1k	-49,052 -8.0%
18	LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK	FWONK	1,106,033	$105.2m2.39%	2.39%	Added +37.8k	+37,805 3.5%
19	RTX CORPORATION COM RTX	RTX	541,675	$102.8m2.34%	2.34%	Added +92.9k	+92,890 20.7%
20	ADVANCED MICRO DEVICES INC COM AMD	AMD	171,716	$99.8m2.27%	2.27%	New
21	WOODWARD INC COM WWD	WWD	230,170	$97.9m2.22%	2.22%	New
22	WILLIAMS COS INC COM WMB	WMB	1,224,673	$91.0m2.07%	2.07%	New
23	COGNEX CORP COM CGNX	CGNX	1,046,750	$75.8m1.72%	1.72%	New
24	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	193,733	$68.7m1.56%	1.56%	New
25	INNIO NV ORDINARY SHARES INIO	INIO	1,736,315	$68.7m1.56%	1.56%	New
26	LEGENCE CORP CL A LGN	LGN	779,617	$66.4m1.51%	1.51%	Added +31.8k	+31,785 4.2%
27	COMFORT SYS USA INC COM FIX	FIX	30,230	$59.9m1.36%	1.36%	Added +9.5k	+9,526 46.0%
28	LINDE PLC SHS LIN	LIN	105,094	$54.5m1.24%	1.24%	Added +40.1k	+40,135 61.8%
29	ONTO INNOVATION INC COM ONTO	ONTO	136,375	$51.6m1.17%	1.17%	New
30	MARVELL TECHNOLOGY INC COM MRVL	MRVL	171,565	$51.1m1.16%	1.16%	New
31	ADVANCED ENERGY INDS COM AEIS	AEIS	135,051	$50.4m1.14%	1.14%	New
32	NEXTERA ENERGY INC COM NEE	NEE	559,902	$49.1m1.12%	1.12%	Reduced -984.2k	-984,210 -63.7%
33	CLEAN HARBORS INC COM CLH	CLH	149,769	$44.7m1.02%	1.02%	Added +109.1k	+109,100 268.3%
34	POWELL INDS INC COM POWL	POWL	119,502	$34.2m0.78%	0.78%	Added +75.5k	+75,462 171.3%
35	CAMECO CORP COM CCJ	CCJ	306,375	$31.2m0.71%	0.71%	Added +141.1k	+141,110 85.4%
36	ULTRA CLEAN HLDGS INC COM UCTT	UCTT	183,547	$26.2m0.59%	0.59%	New
37	TERADYNE INC COM TER	TER	50,471	$24.4m0.55%	0.55%	Added +35.2k	+35,236 231.3%
38	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	267,580	$23.7m0.54%	0.54%	Added +172.9k	+172,880 182.6%
39	NISOURCE INC COM NI	NI	463,224	$22.0m0.50%	0.50%	Added +253.7k	+253,694 121.1%
40	LEONARDO DRS INC COM DRS	DRS	506,570	$21.6m0.49%	0.49%	Reduced -120.3k	-120,345 -19.2%
41	QUALCOMM INC COM QCOM	QCOM	110,365	$20.4m0.46%	0.46%	New
42	NOVA LTD COM NVMI	NVMI	36,962	$20.1m0.46%	0.46%	Added +15.5k	+15,512 72.3%
43	AAR CORP COM AIR	AIR	139,137	$19.9m0.45%	0.45%	Added +19.9k	+19,912 16.7%
44	NEXTRACKER INC CLASS A COM NXT	NXT	165,755	$19.7m0.45%	0.45%	Added +100.1k	+100,120 152.5%
45	CIENA CORP COM NEW CIEN	CIEN	37,946	$18.6m0.42%	0.42%	Reduced -177.0k	-177,029 -82.3%
46	HEICO CORP NEW COM HEI	HEI	45,747	$16.3m0.37%	0.37%	Reduced -2.7k	-2,703 -5.6%
47	BROOKFIELD INFRAST PARTNERS LP INT UNIT BIP	BIP	428,502	$15.6m0.36%	0.36%	Reduced -283.4k	-283,383 -39.8%
48	MYR GROUP INC DEL COM MYRG	MYRG	30,625	$15.3m0.35%	0.35%	New
49	TOWER SEMICONDUCTOR LTD SHS NEW TSEM	TSEM	56,530	$14.7m0.33%	0.33%	New
50	SANDISK CORP COM SNDK	SNDK	5,969	$13.6m0.31%	0.31%	New
51	VERTIV HOLDINGS CO COM CL A VRT	VRT	39,070	$13.1m0.30%	0.30%	Reduced -53.9k	-53,945 -58.0%
52	REDDIT INC CL A RDDT	RDDT	74,339	$12.9m0.29%	0.29%	New
53	CRH PLC ORD CRH	CRH	113,325	$12.1m0.28%	0.28%	Reduced -69.8k	-69,755 -38.1%
54	TARGA RES CORP COM TRGP	TRGP	43,870	$11.8m0.27%	0.27%	Reduced -384.9k	-384,930 -89.8%
55	BORGWARNER INC COM BWA	BWA	167,194	$11.1m0.25%	0.25%	New
56	INTERACTIVE BROKERS GROUP IN COM CL A IBKR	IBKR	124,504	$10.8m0.25%	0.25%	Reduced -94.9k	-94,886 -43.2%
57	UL SOLUTIONS INC CLASS A COM SHS ULS	ULS	64,020	$6.5m0.15%	0.15%	New
58	VIAVI SOLUTIONS INC COM VIAV	VIAV	129,776	$6.2m0.14%	0.14%	New
59	ALLEGRO MICROSYSTEMS INC COM ALGM	ALGM	49,800	$3.5m0.08%	0.08%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EATON CORP PLC ETN	ETN	328,527	$117.5m328.5k shares
STERLING INFRASTRUCTURE INC STRL	STRL	164,995	$67.2m165.0k shares
MCKESSON CORP MCK	MCK	68,765	$59.5m68.8k shares
BWX TECHNOLOGIES INC BWXT	BWXT	246,220	$50.3m246.2k shares
CF INDS HLDGS INC CF	CF	372,730	$48.4m372.7k shares
GFL ENVIRONMENTAL INC GFL	GFL	520,187	$21.7m520.2k shares
CURTISS WRIGHT CORP CW	CW	25,190	$17.2m25.2k shares
PRIMORIS SVCS CORP PRIM	PRIM	112,170	$16.0m112.2k shares
CONSTELLATION ENERGY CORP CEG	CEG	50,050	$14.0m50.0k shares
CONSTRUCTION PARTNERS INC ROAD	ROAD	125,575	$14.0m125.6k shares
COHERENT CORP COHR	COHR	41,305	$9.8m41.3k shares
V2X INC VVX	VVX	110,485	$7.6m110.5k shares
ARGAN INC AGX	AGX	13,225	$7.2m13.2k shares
CBOE GLOBAL MKTS INC CBOE	CBOE	24,235	$6.8m24.2k shares
MICROSOFT CORP MSFT	MSFT	15,347	$5.7m15.3k shares
RAMBUS INC DEL RMBS	RMBS	64,395	$5.5m64.4k shares
CELESTICA INC CLS	CLS	19,510	$5.5m19.5k shares
LITTELFUSE INC LFUS	LFUS	16,095	$5.5m16.1k shares
MEDLINE INC MDLN	MDLN	91,330	$4.1m91.3k shares
FORGENT POWER SOLUTIONS INC FPS	FPS	100,185	$2.9m100.2k shares
SHARKNINJA INC SN	SN	20,350	$2.2m20.4k shares
META PLATFORMS INC META	META	2,015	$1.2m2.0k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
TESLA INC TSLA · Call	TSLA	Call	268,500	$112.9m268.5k shares	New
QUALCOMM INC QCOM · Call	QCOM	Call	138,000	$25.5m138.0k shares	New