Munro Partners

Position in TER — Teradyne, Inc

CIK 1768744 MELBOURNE, C3

Position in TER

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$24,419,888

+$19,903,320 QoQ

Shares Held

50,471

+231.3% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#218

of 1,417 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Munro Partners holds $323,673,615 across 5 Semiconductor Equipment & Materials names. TER ranks #4 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	278,565	$201,402,495
2	ONTO	Onto Innovation Inc.	136,375	$51,611,118
3	UCTT	Ultra Clean Holdings, Inc.	183,547	$26,171,966
4	TER	Teradyne, Inc This page	50,471	$24,419,888
5	NVMI	Nova Ltd.	36,962	$20,068,148

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,419,888	50,471	+231.3%	Shares	Sole	2026-08-10
2026-03-31	$4,516,568	15,235	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.