Q2 2026 13F · SEC CIK 1768744

Munro Partners

Hedge fundFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $4.4B
Reported positions: 59
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.1 yrs

Munro Partners is a hedge fund that reported 59 positions worth $4.4B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Nvidia Corporation Com (NVDA, 6.7%), Ge Vernova Inc (GEV, 5.8%), Alphabet Inc (GOOGL, 5.1%).

Munro Partners holdings largest 50 of 59 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Munro Partners 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation Com	6.7%	9.8%	1,483,301	-10.3%	$296.8M
GEVGe Vernova Inc	5.8%	7.7%	217,873	-16.2%	$256.0M
GOOGLAlphabet Inc	5.1%	4.2%	623,657	+43.1%	$222.9M
AMZNAmazon Com Inc Com	5.0%	5.6%	922,313	+15.4%	$219.8M
AMATApplied Matls Inc	4.6%	—	278,565	—	$201.4M
PWRQuanta Svcs Inc Com	4.5%	1.7%	276,277	+207.0%	$198.9M
MAMastercard Inc.	3.6%	3.5%	308,934	+49.9%	$158.7M
AVGOBroadcom Inc	3.3%	4.3%	389,356	-4.7%	$147.1M
JCIJohnson Controls Internation	3.2%	3.6%	954,862	+18.3%	$139.5M
LITELumentum Hldgs Inc Com	3.1%	1.7%	160,222	+118.3%	$137.5M
FLEXFlex Ltd	3.0%	—	804,342	—	$130.4M
HWMHowmet Aerospace Inc	3.0%	2.8%	483,932	+35.0%	$130.1M
MODModine Mfg Co	2.7%	0.9%	443,360	+274.7%	$118.4M
LLYLilly Eli & Co	2.6%	3.2%	97,240	-4.7%	$116.6M
MUMicron Technology Inc	2.6%	—	99,985	—	$115.4M
GEGe Aerospace	2.6%	2.2%	308,680	+35.5%	$115.4M
TKOTko Group Holdings Inc	2.6%	4.2%	561,729	-8.0%	$113.1M
FWONKLiberty Media Corp Del	2.4%	3.1%	1,106,033	+3.5%	$105.2M
RTXRtx Corporation Com	2.3%	2.9%	541,675	+20.7%	$102.8M
AMDAdvanced Micro Devices Inc	2.3%	—	171,716	—	$99.8M
WWDWoodward Inc	2.2%	—	230,170	—	$97.9M
WMBWilliams Companies	2.1%	—	1,224,673	—	$91.0M
CGNXCognex Corp	1.7%	—	1,046,750	—	$75.8M
ARMArm Hldgs PLC Equity A Funsponsored ADR	1.6%	—	193,733	—	$68.7M
INIOInnio NV	1.6%	—	1,736,315	—	$68.7M
LGNLegence Corp	1.5%	1.4%	779,617	+4.3%	$66.4M
FIXComfort Sys USA Inc	1.4%	1.0%	30,230	+46.0%	$59.9M
LINLinde PLC	1.2%	1.1%	105,094	+61.8%	$54.5M
ONTOOnto Innovation Inc	1.2%	—	136,375	—	$51.6M
MRVLMarvell Technology Inc	1.2%	—	171,565	—	$51.1M
AEISAdvanced Energy Inds	1.1%	—	135,051	—	$50.4M
NEENextera Energy Inc Com	1.1%	4.9%	559,902	-63.7%	$49.1M
CLHClean Harbors Inc	1.0%	0.4%	149,769	+268.3%	$44.7M
POWLPowell Industries Inc	0.8%	0.3%	119,502	+714.0%	$34.2M
CCJCameco Corp Com	0.7%	0.6%	306,375	+85.4%	$31.2M
UCTTUltra Clean Hldgs Inc	0.6%	—	183,547	—	$26.2M
TERTeradyne Inc	0.6%	—	50,471	—	$24.4M
SOLSSolstice Advanced Matls Inc	0.5%	0.2%	267,580	+182.6%	$23.7M
NINisource Inc	0.5%	0.3%	463,224	+121.1%	$22.0M
DRSLeonardo Drs Inc	0.5%	0.9%	506,570	-19.2%	$21.6M
QCOMQualcomm Inc	0.5%	—	110,365	—	$20.4M
NVMINova Ltd	0.5%	0.3%	36,962	+72.3%	$20.1M
AIRAar Corp	0.5%	0.4%	139,137	+16.7%	$19.9M
NXTNextpower Inc	0.4%	0.3%	165,755	+152.5%	$19.7M
CIENCiena Corp	0.4%	2.8%	37,946	-82.3%	$18.6M
HEIHeico Corp New	0.4%	0.5%	45,747	-5.6%	$16.3M
BIPBrookfield Infrastructure Pa	0.4%	0.9%	428,502	-39.8%	$15.6M
MYRGMYR Group Inc.	0.3%	—	30,625	—	$15.3M
TSEMTower Semiconductor Ltd	0.3%	—	56,530	—	$14.7M
SNDKSandisk Corp	0.3%	—	5,969	—	$13.6M

What Munro Partners bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.1% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$4.4B	59
Q1 2026	$3.0B	59
Q4 2025	$3.6B	58
Q3 2025	$3.7B	63
Q2 2025	$3.2B	66

Questions about Munro Partners's portfolio

What stocks does Munro Partners own?

Munro Partners's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 59 positions worth $4.4B. The largest are Nvidia Corporation Com (NVDA) at 6.7%, Ge Vernova Inc (GEV) at 5.8%, Alphabet Inc (GOOGL) at 5.1%, Amazon Com Inc Com (AMZN) at 5.0% and Applied Matls Inc (AMAT) at 4.6%.

What did Munro Partners buy last quarter?

In Q2 2026, Munro Partners added Powell Industries Inc (POWL) (+714.0% shares), Modine Mfg Co (MOD) (+274.7% shares) and Clean Harbors Inc (CLH) (+268.3% shares), compared with its Q1 2026 filing.

What did Munro Partners sell last quarter?

In Q2 2026, Munro Partners cut from its top 50 Eaton Corp PLC (ETN), cut from its top 50 Targa Res Corp (TRGP), cut from its top 50 Sterling Infrastructure Inc (STRL), cut from its top 50 Mckesson Corp Com (MCK), cut from its top 50 Bwx Technologies Inc (BWXT), Ciena Corp (CIEN) (-82.3% shares), Nextera Energy Inc Com (NEE) (-63.7% shares) and Brookfield Infrastructure Pa (BIP) (-39.8% shares), compared with its Q1 2026 filing.

When is Munro Partners's next 13F filing due?

13F filings are due 45 days after each quarter ends. Munro Partners's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.