SEC 13F Intelligence

Managers / Q1 2026

Munro Partners

CIK 0001768744 · LEVEL 12, 80 COLLINS STREET, SOUTH TOWER, MELBOURNE, 3000 · 61438130775

Reported Value
$3.0B
Q1 2026
Positions
59
Filings on Record
32
2019–present window
Filed
May 6, 2026
original filing

Summary

Munro Partners reported $3.0B in U.S.-listed holdings across 59 positions for Q1 2026.

Its largest position, NVDA, represents 9.8% of the portfolio.

Compared with Q4 2025, the fund opened 20 new positions and exited 20.

Reported Value by Quarter

13F Reported Value
Q2 ’25: $3.2BQ2 ’25Q3 ’25: $172MQ3 ’25Q4 ’25: $3.8BQ4 ’25Q1 ’26: $3.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$3.0B59May 6, 202613F-HRchanges · EDGAR ↗
Q4 2025$3.8B61Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$172M31Oct 29, 202513F-HRchanges · EDGAR ↗
Q2 2025$3.2B67Aug 27, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.