Reported positions
Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
Munro Partners
- sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
- $3.0B
- ALL retained default holdings for this (filer, period), including NULL-value ones
- 59
- positions with no comparable holding in the prior quarter (kind new), 2026-03-31
- 20
- positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
- 22
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Period
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | the reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | derived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Prev value | Curr value | Prev shares | Curr shares | |
|---|---|---|---|---|---|---|---|
position key pos:15642 · issuer key iss:1334 COM | TRIM | −$36.6M | −88,770 | $325M | $288M | 1,742,521 | 1,653,751 |
position key pos:17386 · issuer key iss:806 COM | TRIM | +$11.0M | −70,405 | $216M | $227M | 330,338 | 259,933 |
position key pos:14175 · issuer key iss:95 COM | TRIM | −$47.2M | −126,275 | $214M | $166M | 925,173 | 798,898 |
position key pos:10718 · issuer key iss:1311 COM | ADD | +$113M | +1,167,275 | $30.3M | $143M | 376,837 | 1,544,112 |
position key pos:12827 · issuer key iss:323 COM | ADD | +$82.6M | +281,720 | $43.8M | $126M | 126,676 | 408,396 |
position key pos:15142 · issuer key iss:89 CAP STK CL A | TRIM | −$54.4M | −138,240 | $180M | $125M | 573,907 | 435,667 |
position key pos:15730 · issuer key iss:1746 CL A | TRIM | −$25.7M | −101,475 | $149M | $123M | 712,256 | 610,781 |
position key pos:17839 · issuer key iss:2093 SHS | ADD | +$29.4M | +51,985 | $88.1M | $118M | 276,542 | 328,527 |
position key pos:13890 · issuer key iss:1760 COM | ADD | +$49.0M | +111,590 | $58.5M | $108M | 317,210 | 428,800 |
position key pos:13619 · issuer key iss:2145 SHS | TRIM | −$1.2M | −85,770 | $107M | $106M | 893,257 | 807,487 |
position key pos:14206 · issuer key iss:1193 CL A | TRIM | −$34.9M | −35,360 | $138M | $103M | 241,474 | 206,114 |
position key pos:15863 · issuer key iss:1123 COM | ADD | +$52.5M | +63,555 | $41.4M | $93.9M | 38,520 | 102,075 |
position key pos:14426 · issuer key iss:1118 COM LBTY ONE S C | TRIM | −$48.9M | −350,340 | $140M | $90.8M | 1,418,568 | 1,068,228 |
position key pos:15626 · issuer key iss:1529 COM | NEW | +$86.6M | +448,785 | $0 | $86.6M | — | 448,785 |
position key pos:16143 · issuer key iss:448 COM NEW | TRIM | +$12.3M | −89,455 | $71.2M | $83.5M | 304,430 | 214,975 |
position key pos:14429 · issuer key iss:923 COM | ADD | +$69.2M | +293,194 | $13.4M | $82.6M | 65,283 | 358,477 |
position key pos:17743 · issuer key iss:1718 COM | NEW | +$67.2M | +164,995 | $0 | $67.2M | — | 164,995 |
position key pos:12492 · issuer key iss:810 COM NEW | TRIM | −$31.6M | −84,755 | $96.3M | $64.7M | 312,610 | 227,855 |
position key pos:17201 · issuer key iss:1208 COM | NEW | +$59.5M | +68,765 | $0 | $59.5M | — | 68,765 |
position key pos:17670 · issuer key iss:1145 COM | NEW | +$51.6M | +73,395 | $0 | $51.6M | — | 73,395 |
position key pos:12280 · issuer key iss:218 COM | NEW | +$50.3M | +246,220 | $0 | $50.3M | — | 246,220 |
position key pos:13325 · issuer key iss:1511 COM | ADD | +$17.2M | +13,680 | $32.2M | $49.4M | 76,322 | 90,002 |
position key pos:11039 · issuer key iss:352 COM | NEW | +$48.4M | +372,730 | $0 | $48.4M | — | 372,730 |
position key pos:13789 · issuer key iss:1106 CL A | TRIM | −$17.9M | −648,810 | $60.1M | $42.2M | 1,396,642 | 747,832 |
position key pos:12681 · issuer key iss:2154 SHS | ADD | +$5.7M | +2,885 | $26.5M | $32.2M | 62,074 | 64,959 |
position key pos:17974 · issuer key iss:488 COM | TRIM | +$6.7M | −2,730 | $21.9M | $28.6M | 23,434 | 20,704 |
position key pos:15110 · issuer key iss:1112 COM | ADD | +$16.7M | +298,820 | $11.2M | $27.9M | 328,095 | 626,915 |
position key pos:15985 · issuer key iss:2059 LP INT UNIT | ADD | +$13.3M | +355,645 | $12.4M | $25.7M | 356,240 | 711,885 |
position key pos:10427 · issuer key iss:1241 COM | NEW | +$25.6M | +118,320 | $0 | $25.6M | — | 118,320 |
position key pos:16193 · issuer key iss:1909 COM CL A | TRIM | +$1.4M | −42,075 | $21.9M | $23.3M | 135,090 | 93,015 |
position key pos:16538 · issuer key iss:792 SUB VTG SHS | TRIM | −$6.6M | −138,220 | $28.3M | $21.7M | 658,407 | 520,187 |
position key pos:11017 · issuer key iss:2082 ORD | TRIM | −$118M | −919,320 | $138M | $19.2M | 1,102,400 | 183,080 |
position key pos:11527 · issuer key iss:381 COM | ADD | +$10.2M | +80,495 | $7.8M | $17.9M | 84,770 | 165,265 |
position key pos:17976 · issuer key iss:547 COM | ADD | +$6.8M | +6,370 | $10.4M | $17.2M | 18,820 | 25,190 |
position key pos:12596 · issuer key iss:1481 COM | NEW | +$16.0M | +112,170 | $0 | $16.0M | — | 112,170 |
position key pos:13075 · issuer key iss:985 COM CL A | ADD | +$7.0M | +99,005 | $7.7M | $14.7M | 120,385 | 219,390 |
position key pos:16507 · issuer key iss:508 COM | TRIM | −$155M | −429,207 | $169M | $14.0M | 479,257 | 50,050 |
position key pos:18186 · issuer key iss:509 COM CL A | ADD | +$5.4M | +46,760 | $8.6M | $14.0M | 78,815 | 125,575 |
position key pos:14837 · issuer key iss:896 COM | TRIM | −$78.9M | −236,448 | $92.2M | $13.3M | 284,898 | 48,450 |
position key pos:10581 · issuer key iss:2 COM | ADD | +$4.1M | +10,930 | $9.0M | $13.1M | 108,295 | 119,225 |
position key pos:10478 · issuer key iss:460 COM | TRIM | −$8.4M | −45,090 | $20.1M | $11.7M | 85,759 | 40,669 |
position key pos:15686 · issuer key iss:478 COM | ADD | +$2.4M | +1,115 | $7.4M | $9.8M | 40,190 | 41,305 |
position key pos:12127 · issuer key iss:1315 COM | NEW | +$9.8M | +209,530 | $0 | $9.8M | — | 209,530 |
position key pos:13280 · issuer key iss:2278 COM | TRIM | −$2.7M | −15,030 | $12.0M | $9.3M | 36,480 | 21,450 |
position key pos:17530 · issuer key iss:1474 COM | NEW | +$7.9M | +14,680 | $0 | $7.9M | — | 14,680 |
position key pos:10925 · issuer key iss:1309 CLASS A COM | NEW | +$7.9M | +65,635 | $0 | $7.9M | — | 65,635 |
position key pos:17087 · issuer key iss:1892 COM | NEW | +$7.6M | +110,485 | $0 | $7.6M | — | 110,485 |
position key pos:12515 · issuer key iss:1689 COM SHS | NEW | +$7.2M | +94,700 | $0 | $7.2M | — | 94,700 |
position key pos:12496 · issuer key iss:163 COM | NEW | +$7.2M | +13,225 | $0 | $7.2M | — | 13,225 |
position key pos:11182 · issuer key iss:347 COM | NEW | +$6.8M | +24,235 | $0 | $6.8M | — | 24,235 |
position key pos:11825 · issuer key iss:1225 COM | TRIM | −$180M | −369,128 | $186M | $5.7M | 384,475 | 15,347 |
position key pos:17656 · issuer key iss:1520 COM | NEW | +$5.5M | +64,395 | $0 | $5.5M | — | 64,395 |
position key pos:15005 · issuer key iss:415 COM | TRIM | −$45.0M | −151,470 | $50.5M | $5.5M | 170,980 | 19,510 |
position key pos:11388 · issuer key iss:1133 COM | NEW | +$5.5M | +16,095 | $0 | $5.5M | — | 16,095 |
position key pos:15327 · issuer key iss:1780 COM | NEW | +$4.5M | +15,235 | $0 | $4.5M | — | 15,235 |
position key pos:15409 · issuer key iss:1212 COM CL A | NEW | +$4.1M | +91,330 | $0 | $4.1M | — | 91,330 |
position key pos:16477 · issuer key iss:760 COM SHS CL A | NEW | +$2.9M | +100,185 | $0 | $2.9M | — | 100,185 |
position key pos:10705 · issuer key iss:2209 COM SHS | TRIM | −$85.6M | −764,236 | $87.8M | $2.2M | 784,586 | 20,350 |
position key pos:11390 · issuer key iss:720 CL A | TRIM | −$119M | −180,750 | $121M | $1.2M | 182,765 | 2,015 |
| pos:10534 | EXIT‡e | −$4.7M | −2,345 | $4.7M | $0 | 2,345 | — |
| pos:10882 | EXIT‡e | −$9.6M | −41,550 | $9.6M | $0 | 41,550 | — |
| pos:11548 | EXIT‡e | −$6.4M | −39,150 | $6.4M | $0 | 39,150 | — |
| pos:11788 | EXIT‡e | −$3.7M | −6,370 | $3.7M | $0 | 6,370 | — |
| pos:11840 | EXIT‡e | −$60.5M | −975,795 | $60.5M | $0 | 975,795 | — |
| pos:12735 | EXIT‡e | −$55.5M | −97,662 | $55.5M | $0 | 97,662 | — |
| pos:12848 | EXIT‡e | −$92.3M | −263,300 | $92.3M | $0 | 263,300 | — |
| pos:13926 | EXIT‡e | −$5.2M | −48,070 | $5.2M | $0 | 48,070 | — |
| pos:14081 | EXIT‡e | −$6.6M | −16,895 | $6.6M | $0 | 16,895 | — |
| pos:14095 | EXIT‡e | −$120M | −1,256,810 | $120M | $0 | 1,256,810 | — |
| pos:14209 | EXIT‡e | −$2.7M | −11,215 | $2.7M | $0 | 11,215 | — |
| pos:14534 | EXIT‡e | −$6.6M | −39,430 | $6.6M | $0 | 39,430 | — |
| pos:14916 | EXIT‡e | −$5.7M | −25,735 | $5.7M | $0 | 25,735 | — |
| pos:15030 | EXIT‡e | −$6.0M | −182,115 | $6.0M | $0 | 182,115 | — |
position key pos:15642 · issuer key iss:1334 COM CALL | EXIT‡e | −$143M | −765,000 | $143M | $0 | 765,000 | — |
| pos:15958 | EXIT‡e | −$8.7M | −23,125 | $8.7M | $0 | 23,125 | — |
| pos:16048 CALL | EXIT‡e | −$119M | −417,500 | $119M | $0 | 417,500 | — |
| pos:16048 | EXIT‡e | −$5.2M | −222,720 | $5.2M | $0 | 222,720 | — |
| pos:16421 CALL | EXIT‡e | −$4.2M | −526,800 | $4.2M | $0 | 526,800 | — |
| pos:16805 | EXIT‡e | −$62.0M | −109,390 | $62.0M | $0 | 109,390 | — |
| pos:17234 | EXIT‡e | −$7.5M | −26,470 | $7.5M | $0 | 26,470 | — |
| pos:18191 | EXIT‡e | −$63.3M | −392,935 | $63.3M | $0 | 392,935 | — |
Flags: no row carries a flag.
1–20 of the 81 changes on this page
Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗
Reported positions — 2026-03-31
1–59 of 59 positions · $3.0B disclosed value over 59 rows · 0 undisclosed-value rowsViewThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
| This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | Share of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Wt |
|---|---|---|---|---|---|
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVIDIA CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $288M | 1,653,751 | 9.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GE VERNOVA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $227M | 259,933 | 7.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMAZON COM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $166M | 798,898 | 5.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEXTERA ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $143M | 1,544,112 | 4.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BROADCOM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $126M | 408,396 | 4.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALPHABET INC · CAP STK CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $125M | 435,667 | 4.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TKO GROUP HOLDINGS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $123M | 610,781 | 4.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EATON CORP PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $118M | 328,527 | 4.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TARGA RES CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $108M | 428,800 | 3.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | JOHNSON CONTROLS INTERNATION · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $106M | 807,487 | 3.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MASTERCARD INCORPORATED · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $103M | 206,114 | 3.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ELI LILLY & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $93.9M | 102,075 | 3.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LIBERTY MEDIA CORP DEL · COM LBTY ONE S C CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $90.8M | 1,068,228 | 3.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RTX CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $86.6M | 448,785 | 2.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CIENA CORP · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $83.5M | 214,975 | 2.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HOWMET AEROSPACE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $82.6M | 358,477 | 2.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STERLING INFRASTRUCTURE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $67.2M | 164,995 | 2.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GE AEROSPACE · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $64.7M | 227,855 | 2.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MCKESSON CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $59.5M | 68,765 | 2.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LUMENTUM HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $51.6M | 73,395 | 1.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BWX TECHNOLOGIES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $50.3M | 246,220 | 1.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | QUANTA SVCS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $49.4M | 90,002 | 1.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CF INDUSTRIES HOLD · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $48.4M | 372,730 | 1.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LEGENCE CORP · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $42.2M | 747,832 | 1.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LINDE PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $32.2M | 64,959 | 1.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COMFORT SYS USA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $28.6M | 20,704 | 1.0% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LEONARDO DRS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $27.9M | 626,915 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BROOKFIELD INFRASTRUCTURE PA · LP INT UNIT CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $25.7M | 711,885 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MODINE MFG CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $25.6M | 118,320 | 0.9% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VERTIV HOLDINGS CO · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $23.3M | 93,015 | 0.8% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GFL ENVIRONMENTAL INC · SUB VTG SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $21.7M | 520,187 | 0.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CRH PLC · ORD CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $19.2M | 183,080 | 0.7% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CAMECO CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $17.9M | 165,265 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CURTISS WRIGHT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $17.2M | 25,190 | 0.6% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PRIMORIS SVCS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $16.0M | 112,170 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INTERACTIVE BROKERS GROUP IN · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $14.7M | 219,390 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CONSTELLATION ENERGY CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $14.0M | 50,050 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CONSTRUCTION PARTNERS INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $14.0M | 125,575 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HEICO CORP NEW · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $13.3M | 48,450 | 0.5% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AAR CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $13.1M | 119,225 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CLEAN HARBORS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $11.7M | 40,669 | 0.4% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COHERENT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $9.8M | 41,305 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NISOURCE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $9.8M | 209,530 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NOVA LTD · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $9.3M | 21,450 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | POWELL INDS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $7.9M | 14,680 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NEXTPOWER INC · CLASS A COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $7.9M | 65,635 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | V2X INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $7.6M | 110,485 | 0.3% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SOLSTICE ADVANCED MATLS INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $7.2M | 94,700 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ARGAN INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $7.2M | 13,225 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CBOE GLOBAL MKTS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $6.8M | 24,235 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MICROSOFT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $5.7M | 15,347 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RAMBUS INC DEL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $5.5M | 64,395 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CELESTICA INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $5.5M | 19,510 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LITTELFUSE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $5.5M | 16,095 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TERADYNE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $4.5M | 15,235 | 0.2% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MEDLINE INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $4.1M | 91,330 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FORGENT POWER SOLUTIONS INC · COM SHS CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $2.9M | 100,185 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SHARKNINJA INC · COM SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $2.2M | 20,350 | 0.1% | |
| verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | META PLATFORMS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-06 +36d | $1.2M | 2,015 | 0.0% |
1–20 of 59 positions
Change kind and share change are in Position changes above; Congress overlap is planned.
1–59 of 59 positions · page 1 of 1
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗
Book shape
2026-03-31 · concentration · vs tracked median · tick = median- Top-25 concentration
- 86.0%above median 80.0%
- Concentration index
- 398 bpsbelow median 446 bps
- Positions with value
- 59 / 59median book 97.5 positions
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · : 86.0% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 398 · QoQ moves: 81
Filing history
AVAILABLE QUARTERS| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
PLANNED sector rotation · Congress overlap · signals for this filer
Complete source filings on SEC EDGAR
The complete filing on EDGAR.
The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.
Open Munro Partners's 13F filings on SEC EDGAR ↗Notes on this data
Share changes
Compare consecutive quarters
Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.
Coverage
A snapshot, not current holdings
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).