Fund Universe

Munro Partners

CIK 0001768744 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.213
AUM ($M)
4,401
Positions
59
Turnover
0.39
Top-10 wt
45%
Herfindahl
0.032
History (qtrs)
32
Excess Return

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Quarter
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Security type

Holdings · 81 positions · portfolio value $4,401M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
NVDA funds › NVIDIA CORPORATION TRIM 6.7% -3.0% 296.8 1,483,301 -170,450 7
GEV funds › GE VERNOVA INC TRIM 5.8% -1.9% 256.0 217,873 -42,060 7
GOOGL funds › ALPHABET INC ADD 5.1% +0.8% 222.9 623,657 +187,990 7
AMZN funds › AMAZON COM INC ADD 5.0% -0.6% 219.8 922,313 +123,415 7
AMAT funds › APPLIED MATLS INC NEW 4.6% +4.6% 201.4 278,565 +278,565 1
PWR funds › QUANTA SVCS INC ADD 4.5% +2.8% 198.9 276,277 +186,275 7
MA funds › MASTERCARD INCORPORATED ADD 3.6% +0.1% 158.7 308,934 +102,820 7
AVGO funds › BROADCOM INC TRIM 3.3% -0.9% 147.1 389,356 -19,040 7
JCI funds › JOHNSON CONTROLS INTERNATION ADD 3.2% -0.4% 139.5 954,862 +147,375 7
LITE funds › LUMENTUM HLDGS INC ADD 3.1% +1.4% 137.5 160,222 +86,827 2
FLEX funds › FLEX LTD NEW 3.0% +3.0% 130.4 804,342 +804,342 1
HWM funds › HOWMET AEROSPACE INC ADD 3.0% +0.2% 130.1 483,932 +125,455 7
MOD funds › MODINE MFG CO ADD 2.7% +1.8% 118.4 443,360 +325,040 2
LLY funds › ELI LILLY & CO TRIM 2.6% -0.5% 116.6 97,240 -4,835 3
MU funds › MICRON TECHNOLOGY INC NEW 2.6% +2.6% 115.4 99,985 +99,985 1
GE funds › GE AEROSPACE ADD 2.6% +0.4% 115.4 308,680 +80,825 3
TKO funds › TKO GROUP HOLDINGS INC TRIM 2.6% -1.6% 113.1 561,729 -49,052 7
FWONK funds › LIBERTY MEDIA CORP DEL ADD 2.4% -0.7% 105.2 1,106,033 +37,805 7
RTX funds › RTX CORPORATION ADD 2.3% -0.6% 102.8 541,675 +92,890 2
AMD funds › ADVANCED MICRO DEVICES INC NEW 2.3% +2.3% 99.8 171,716 +171,716 1
WWD funds › WOODWARD INC NEW 2.2% +2.2% 97.9 230,170 +230,170 1
WMB funds › WILLIAMS COS INC NEW 2.1% +2.1% 91.0 1,224,673 +1,224,673 1
CGNX funds › COGNEX CORP NEW 1.7% +1.7% 75.8 1,046,750 +1,046,750 1
ARM funds › ARM HOLDINGS PLC NEW 1.6% +1.6% 68.7 193,733 +193,733 1
INIO funds › INNIO NV NEW 1.6% +1.6% 68.7 1,736,315 +1,736,315 1
LGN funds › LEGENCE CORP ADD 1.5% +0.1% 66.4 779,617 +31,785 4
FIX funds › COMFORT SYS USA INC ADD 1.4% +0.4% 59.9 30,230 +9,526 7
LIN funds › LINDE PLC ADD 1.2% +0.1% 54.5 105,094 +40,135 7
ONTO funds › ONTO INNOVATION INC NEW 1.2% +1.2% 51.6 136,375 +136,375 1
MRVL funds › MARVELL TECHNOLOGY INC NEW 1.2% +1.2% 51.1 171,565 +171,565 1
AEIS funds › ADVANCED ENERGY INDS NEW 1.1% +1.1% 50.4 135,051 +135,051 1
NEE funds › NEXTERA ENERGY INC TRIM 1.1% -3.7% 49.1 559,902 -984,210 7
CLH funds › CLEAN HARBORS INC ADD 1.0% +0.6% 44.7 149,769 +109,100 7
POWL funds › POWELL INDS INC ADD 0.8% +0.5% 34.2 119,502 +104,822 2
CCJ funds › CAMECO CORP ADD 0.7% +0.1% 31.2 306,375 +141,110 3
UCTT funds › ULTRA CLEAN HLDGS INC NEW 0.6% +0.6% 26.2 183,547 +183,547 1
TER funds › TERADYNE INC ADD 0.6% +0.4% 24.4 50,471 +35,236 2
SOLS funds › SOLSTICE ADVANCED MATLS INC ADD 0.5% +0.3% 23.7 267,580 +172,880 2
NI funds › NISOURCE INC ADD 0.5% +0.2% 22.0 463,224 +253,694 2
DRS funds › LEONARDO DRS INC TRIM 0.5% -0.5% 21.6 506,570 -120,345 6
QCOM funds › QUALCOMM INC NEW 0.5% +0.5% 20.4 110,365 +110,365 1
NVMI funds › NOVA LTD ADD 0.5% +0.1% 20.1 36,962 +15,512 7
AIR funds › AAR CORP ADD Common Stock 0.5% +0.0% 19.9 139,137 +19,912 3
NXT funds › NEXTPOWER INC ADD 0.4% +0.2% 19.7 165,755 +100,120 2
CIEN funds › CIENA CORP TRIM 0.4% -2.4% 18.6 37,946 -177,029 4
HEI funds › HEICO CORP NEW TRIM 0.4% -0.1% 16.3 45,747 -2,703 7
BIP funds › BROOKFIELD INFRASTRUCTURE PA TRIM 0.4% -0.5% 15.6 428,502 -283,383 7
MYRG funds › MYR GROUP INC NEW 0.3% +0.3% 15.3 30,625 +30,625 1
TSEM funds › TOWER SEMICONDUCTOR LTD NEW 0.3% +0.3% 14.7 56,530 +56,530 1
SNDK funds › SANDISK CORP NEW 0.3% +0.3% 13.6 5,969 +5,969 1
VRT funds › VERTIV HOLDINGS CO TRIM 0.3% -0.5% 13.1 39,070 -53,945 7
RDDT funds › REDDIT INC NEW 0.3% +0.3% 12.9 74,339 +74,339 1
CRH funds › CRH PLC TRIM 0.3% -0.4% 12.1 113,325 -69,755 7
TRGP funds › TARGA RES CORP TRIM 0.3% -3.4% 11.8 43,870 -384,930 7
BWA funds › BORGWARNER INC NEW 0.3% +0.3% 11.1 167,194 +167,194 1
IBKR funds › INTERACTIVE BROKERS GROUP IN TRIM 0.2% -0.3% 10.8 124,504 -94,886 7
ULS funds › UL SOLUTIONS INC NEW 0.1% +0.1% 6.5 64,020 +64,020 1
VIAV funds › VIAVI SOLUTIONS INC NEW 0.1% +0.1% 6.2 129,776 +129,776 1
ALGM funds › ALLEGRO MICROSYSTEMS INC NEW 0.1% +0.1% 3.5 49,800 +49,800 1
GFL funds › GFL ENVIRONMENTAL INC EXIT 0.0% -0.7% 0.0 0 -520,187 0
CLS funds › CELESTICA INC EXIT 0.0% -0.2% 0.0 0 -19,510 0
CW funds › CURTISS WRIGHT CORP EXIT 0.0% -0.6% 0.0 0 -25,190 0
MDLN funds › MEDLINE INC EXIT 0.0% -0.1% 0.0 0 -91,330 0
MCK funds › MCKESSON CORP EXIT 0.0% -2.0% 0.0 0 -68,765 0
CEG funds › CONSTELLATION ENERGY CORP EXIT 0.0% -0.5% 0.0 0 -50,050 0
RMBS funds › RAMBUS INC DEL EXIT 0.0% -0.2% 0.0 0 -64,395 0
SN funds › SHARKNINJA INC EXIT 0.0% -0.1% 0.0 0 -20,350 0
AGX funds › ARGAN INC EXIT 0.0% -0.2% 0.0 0 -13,225 0
CF funds › CF INDUSTRIES HOLD EXIT 0.0% -1.6% 0.0 0 -372,730 0
FPS funds › FORGENT POWER SOLUTIONS INC EXIT 0.0% -0.1% 0.0 0 -100,185 0
PRIM funds › PRIMORIS SVCS CORP EXIT 0.0% -0.5% 0.0 0 -112,170 0
LFUS funds › LITTELFUSE INC EXIT 0.0% -0.2% 0.0 0 -16,095 0
VVX funds › V2X INC EXIT 0.0% -0.3% 0.0 0 -110,485 0
ROAD funds › CONSTRUCTION PARTNERS INC EXIT 0.0% -0.5% 0.0 0 -125,575 0
ETN funds › EATON CORP PLC EXIT 0.0% -4.0% 0.0 0 -328,527 0
STRL funds › STERLING INFRASTRUCTURE INC EXIT 0.0% -2.3% 0.0 0 -164,995 0
META funds › META PLATFORMS INC EXIT 0.0% -0.0% 0.0 0 -2,015 0
MSFT funds › MICROSOFT CORP EXIT 0.0% -0.2% 0.0 0 -15,347 0
CBOE funds › CBOE GLOBAL MKTS INC EXIT 0.0% -0.2% 0.0 0 -24,235 0
BWXT funds › BWX TECHNOLOGIES INC EXIT 0.0% -1.7% 0.0 0 -246,220 0
COHR funds › COHERENT CORP EXIT 0.0% -0.3% 0.0 0 -41,305 0

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 4,401 59 0.39 45% 0.032 0.211 in
2026Q1 2,951 59 0.40 52% 0.040 0.229 in
2025Q4 3,584 58 0.31 52% 0.038 0.342 in
2025Q3 3,650 63 0.22 43% 0.032 0.450 in
2025Q2 3,197 67 0.26 49% 0.039 0.459 in
2025Q1 2,105 60 0.21 51% 0.040 0.441 in
2024Q4 2,878 65 0.22 48% 0.036 0.319 in
2024Q3 2,745 62 0.21 53% 0.041 0.310 in
2024Q2 2,700 57 0.20 60% 0.052 0.440 in
2024Q1 2,790 57 0.19 59% 0.049 0.557 in
2023Q4 2,169 52 0.25 54% 0.042 0.332 in
2023Q3 1,982 38 0.24 63% 0.052 0.405 in
2023Q2 2,171 33 0.32 61% 0.051 0.208 in
2023Q1 2,045 36 0.31 56% 0.046 0.297 in
2022Q4 1,749 35 0.25 64% 0.055 0.539 in
2022Q3 1,641 32 0.17 66% 0.056 0.620 in
2022Q2 1,701 29 0.31 71% 0.062 0.229 in
2022Q1 2,787 28 0.27 60% 0.051 0.454 in
2021Q4 3,578 27 0.12 59% 0.049 0.723 in
2021Q3 2,920 27 0.18 59% 0.049 0.558 in
2021Q2 2,904 23 0.20 60% 0.050 0.515 in
2021Q1 2,323 25 0.25 58% 0.049 0.449 in
2020Q4 2,039 27 0.19 51% 0.042 0.302 in
2020Q3 1,395 23 0.14 59% 0.052 0.566 in
2020Q2 887 24 0.20 62% 0.054 0.389 in
2020Q1 486 23 0.24 65% 0.061 0.397 in
2019Q4 629 26 0.17 51% 0.044 0.095 in
2019Q3 558 28 0.23 52% 0.044 0.058 in
2019Q2 547 26 0.17 60% 0.053 0.143 in
2019Q1 548 31 0.31 54% 0.045 0.051 in
2018Q4 96 18 0.44 76% 0.071 0.016 entered
2018Q3 152 30 0.00 50% 0.040 0.000 out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status