Institutional manager

Munro Partners

Holds positions in 33 of the S&P 500, worth $3.42bn as reported for the quarter ended 30-jun-2026.

Positions held33of 488 index companies covered

Reported value$3.42bnS&P 500 positions only

Top ten weight58%how concentrated the book is

Filing entities1single filer

Largest positions

The 33 biggest by reported value.

NvidiaNVDA1.5m$297mInformation Technology GE VernovaGEV217,873$256mIndustrials Alphabet Inc. (Class A)GOOGL623,657$223mCommunication Services AmazonAMZN922,313$220mConsumer Discretionary Applied MaterialsAMAT278,565$201mInformation Technology Quanta ServicesPWR276,277$199mIndustrials MastercardMA308,934$159mFinancials BroadcomAVGO389,356$147mInformation Technology Johnson ControlsJCI954,862$140mIndustrials LumentumLITE160,222$137mInformation Technology Flex Ltd.FLEX804,342$130mInformation Technology Howmet AerospaceHWM483,932$130mIndustrials Lilly (Eli)LLY97,240$117mHealth Care Micron TechnologyMU99,985$115mInformation Technology GE AerospaceGE308,680$115mIndustrials TKO Group HoldingsTKO561,729$113mCommunication Services RTX CorporationRTX541,675$103mIndustrials Advanced Micro DevicesAMD171,716$100mInformation Technology Williams CompaniesWMB1.2m$91mEnergy Legence Corp.LGN779,617$66m Comfort Systems USAFIX30,230$60mIndustrials Linde plcLIN105,094$55mMaterials Marvell TechnologyMRVL171,565$51mInformation Technology NextEra EnergyNEE559,902$49mUtilities TeradyneTER50,471$24mInformation Technology NiSourceNI463,224$22mUtilities QualcommQCOM110,365$20mInformation Technology CienaCIEN37,946$19mInformation Technology SandiskSNDK5,969$14mInformation Technology VertivVRT39,070$13mIndustrials CRH plcCRH113,325$12mMaterials Targa ResourcesTRGP43,870$12mEnergy Interactive BrokersIBKR124,504$11mFinancials

What this page is not

Positions in the companies this site covers, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.