Munro Partners
Top Portfolio Positions
58 positions ·
$2,860,205,968 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
1,653,751 | $288,414,174 | 10.08% | |
| GEV |
GE Vernova Inc.
Industrials
|
259,933 | $226,895,515 | 7.93% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
798,898 | $166,386,486 | 5.82% | |
| NEE |
Nextera Energy Inc
Utilities
|
1,544,112 | $143,417,122 | 5.01% | |
| AVGO |
Broadcom Inc.
Technology
|
408,396 | $126,402,645 | 4.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
435,667 | $125,280,402 | 4.38% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
610,781 | $123,163,988 | 4.31% | |
| ETN |
Eaton Corp plc
Industrials
|
328,527 | $117,504,252 | 4.11% | |
| TRGP |
Targa Resources Corp.
Energy
|
428,800 | $107,513,024 | 3.76% | |
| JCI |
Johnson Controls International plc
Industrials
|
807,487 | $105,740,422 | 3.70% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GFL
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,702,201 | 520,187 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,278,580 | 658,407 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,340,982 | 344,892 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $12,926,186 | 256,167 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $11,880,491 | 245,922 | Shares | Sole | 2025-10-14 | |
| 2024-12-31 | $11,457,024 | 257,230 | Shares | Sole | 2025-10-15 | |
| 2024-09-30 | $5,771,234 | 144,715 | Shares | Sole | 2025-10-21 | |
| 2024-06-30 | $5,859,159 | 150,505 | Shares | Sole | 2025-10-21 | |
| 2024-03-31 | $4,991,977 | 144,695 | Shares | Sole | 2025-10-21 | |
| 2023-12-31 | $2,183,965 | 63,285 | Shares | Sole | 2025-10-28 | |
| 2023-09-30 | $3,844,389 | 121,045 | Shares | Sole | 2025-10-28 | |
| 2023-06-30 | $2,302,004 | 59,330 | Shares | Sole | 2025-10-28 | |
| No 13F history on record for this holder in this stock. | ||||||