Munro Partners
Top Portfolio Positions
58 positions ·
$2,860,205,968 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in PRIM
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,044,796 | 112,170 | Shares | Sole | 2026-05-06 | |
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