Universe · entity
Munro Partners
Institutional manager (13F) · CIK 1768744
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $2.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | NVIDIA CORPORATION | $288M | 1,653,751 |
| 2 | GE VERNOVA INC | $227M | 259,933 |
| 3 | AMAZON COM INC | $166M | 798,898 |
| 4 | NEXTERA ENERGY INC | $143M | 1,544,112 |
| 5 | BROADCOM INC | $126M | 408,396 |
| 6 | ALPHABET INC | $125M | 435,667 |
| 7 | TKO GROUP HOLDINGS INC | $123M | 610,781 |
| 8 | EATON CORP PLC | $118M | 328,527 |
| 9 | TARGA RES CORP | $108M | 428,800 |
| 10 | JOHNSON CONTROLS INTERNATION | $106M | 807,487 |
| 11 | MASTERCARD INCORPORATED | $103M | 206,114 |
| 12 | ELI LILLY & CO | $94M | 102,075 |
| 13 | LIBERTY MEDIA CORP DEL | $91M | 1,068,228 |
| 14 | RTX CORPORATION | $87M | 448,785 |
| 15 | CIENA CORP | $83M | 214,975 |
| 16 | HOWMET AEROSPACE INC | $83M | 358,477 |
| 17 | STERLING INFRASTRUCTURE INC | $67M | 164,995 |
| 18 | GE AEROSPACE | $65M | 227,855 |
| 19 | MCKESSON CORP | $60M | 68,765 |
| 20 | LUMENTUM HLDGS INC | $52M | 73,395 |
| 21 | BWX TECHNOLOGIES INC | $50M | 246,220 |
| 22 | QUANTA SVCS INC | $49M | 90,002 |
| 23 | CF INDUSTRIES HOLD | $48M | 372,730 |
| 24 | LEGENCE CORP | $42M | 747,832 |
| 25 | LINDE PLC | $32M | 64,959 |
| 26 | COMFORT SYS USA INC | $29M | 20,704 |
| 27 | LEONARDO DRS INC | $28M | 626,915 |
| 28 | BROOKFIELD INFRASTRUCTURE PA | $26M | 711,885 |
| 29 | MODINE MFG CO | $26M | 118,320 |
| 30 | VERTIV HOLDINGS CO | $23M | 93,015 |
| 31 | GFL ENVIRONMENTAL INC | $22M | 520,187 |
| 32 | CRH PLC | $19M | 183,080 |
| 33 | CAMECO CORP | $18M | 165,265 |
| 34 | CURTISS WRIGHT CORP | $17M | 25,190 |
| 35 | PRIMORIS SVCS CORP | $16M | 112,170 |
| 36 | INTERACTIVE BROKERS GROUP IN | $15M | 219,390 |
| 37 | CONSTELLATION ENERGY CORP | $14M | 50,050 |
| 38 | CONSTRUCTION PARTNERS INC | $14M | 125,575 |
| 39 | HEICO CORP NEW | $13M | 48,450 |
| 40 | AAR CORP | $13M | 119,225 |
| 41 | CLEAN HARBORS INC | $12M | 40,669 |
| 42 | COHERENT CORP | $10M | 41,305 |
| 43 | NISOURCE INC | $10M | 209,530 |
| 44 | NOVA LTD | $9M | 21,450 |
| 45 | POWELL INDS INC | $8M | 14,680 |
| 46 | NEXTPOWER INC | $8M | 65,635 |
| 47 | V2X INC | $8M | 110,485 |
| 48 | SOLSTICE ADVANCED MATLS INC | $7M | 94,700 |
| 49 | ARGAN INC | $7M | 13,225 |
| 50 | CBOE GLOBAL MKTS INC | $7M | 24,235 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.