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 JCI
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,740,422 | 807,487 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $106,967,525 | 893,257 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $82,820,057 | 753,252 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $83,237,220 | 788,082 | Shares | Sole | 2025-10-15 | |
| 2025-03-31 | $76,084,472 | 949,750 | Shares | Sole | 2025-10-14 | |
| 2024-12-31 | $85,604,320 | 1,084,560 | Shares | Sole | 2025-10-15 | |
| 2024-09-30 | $41,363,801 | 532,970 | Shares | Sole | 2025-10-21 | |
| 2023-12-31 | $1,573,283 | 27,295 | Shares | Sole | 2025-10-28 | |
| 2023-09-30 | $3,126,353 | 58,755 | Shares | Sole | 2025-10-28 | |
| No 13F history on record for this holder in this stock. | ||||||