Munro Partners
Munro Partners reported 59 stocks worth $4.4B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are NVDA (6.7%), GEV (5.8%) and GOOGL (5.1%). Compared with Q1 2026, the fund opened new positions in AMAT, FLEX and MU, added to GOOGL, AMZN and PWR, trimmed NVDA, GEV and AVGO and sold out of ETN, STRL and MCK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NVDA Nvidia Corporation | $297M | 6.7% | 1.5M | −170K (−10%) | 8 of 8 | |
| 2 |  GEV GE Vernova Inc | $256M | 5.8% | 218K | −42K (−16%) | 8 of 8 | |
| 3 |  GOOGL Alphabet Inc | $223M | 5.1% | 624K | +188K (+43%) | 8 of 8 | |
| 4 |  AMZN Amazon Com Inc | $220M | 5.0% | 922K | +123K (+15%) | 8 of 8 | |
| 5 |  AMAT Applied Matls Inc | $201M | 4.6% | 279K | New position | 3 of 8 | |
| 6 |  PWR Quanta Svcs Inc | $199M | 4.5% | 276K | +186K (+207%) | 8 of 8 | |
| 7 |  MA Mastercard Incorporated | $159M | 3.6% | 309K | +103K (+50%) | 8 of 8 | |
| 8 |  AVGO Broadcom Inc | $147M | 3.3% | 389K | −19K (−5%) | 8 of 8 | |
| 9 |  JCI Johnson Controls Int F | $140M | 3.2% | 955K | +147K (+18%) | 8 of 8 | |
| 10 |  LITE Lumentum Hldgs Inc | $137M | 3.1% | 160K | +87K (+118%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ETN Eaton Corp PLC | $118M | 329K |
 STRL Sterling Infrastructure | $67.2M | 165K |
 MCK Mckesson Corp | $59.5M | 69K |
 BWXT Bwx Technologies Inc | $50.3M | 246K |
 CF CF Inds Hldgs Inc | $48.4M | 373K |
🔒 Free account: see all 22.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Munro Partners 13F FAQ
What does Munro Partners own?
Munro Partners reported 59 stocks worth $4.4B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are NVDA (6.7%), GEV (5.8%) and GOOGL (5.1%). The table above lists every position in the filing (the top 10 without an account).
What did Munro Partners buy and sell in Q2 2026?
Compared with Q1 2026: 22 new positions, 23 added to, 14 trimmed and 22 sold out. New positions include AMAT, FLEX and MU. It sold all of ETN, STRL and MCK.
When will Munro Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Munro Partners's portfolio worth?
The Q2 2026 filing reports $4.4B in US stocks ($4.5B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.