Munro Partners: summary

Munro Partners reported 62 positions with a reported value of $4.29B in its 13F for Q3 2026. Compared with Q2 2026: 27 new positions, 26 exited.

Top positions

• NVIDIA CORPORATION
• AMAZON COM INC
• GE VERNOVA INC
• ALPHABET INC
• MASTERCARD INCORPORATED CL A
• Lumentum Holdings Inc
• Targa Resources Corp
• TKO Group Holdings Inc
• JOHNSON CONTROLS INTERNATION
• LINDE PLC SHS