MUNRO PARTNERS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NVDA | 1.65M | $288.41M |
 | NEE | 1.54M | $143.42M |
 | FWONK | 1.07M | $90.82M |
 | JCI | 807K | $105.74M |
 | AMZN | 799K | $166.39M |
 | LGN | 748K | $42.22M |
 | BIP | 712K | $25.71M |
 | DRS | 627K | $27.91M |
 | TKO | 611K | $123.16M |
 | GFL | 520K | $21.70M |
 | RTX | 449K | $86.57M |
 | GOOGL | 436K | $125.28M |
 | TRGP | 429K | $107.51M |
 | AVGO | 408K | $126.40M |
 | CF | 373K | $48.40M |
 | HWM | 358K | $82.61M |
 | ETN | 329K | $117.50M |
 | GEV | 260K | $226.90M |
 | BWXT | 246K | $50.35M |
 | GE | 228K | $64.66M |
NVIDIA Corporation
NVDA
Shares Held
1.65M
Value
$288.41M
NextEra Energy, Inc.
NEE
Shares Held
1.54M
Value
$143.42M
Liberty Media Corporation
FWONK
Shares Held
1.07M
Value
$90.82M
Johnson Controls International plc
JCI
Shares Held
807K
Value
$105.74M
Amazon.com, Inc.
AMZN
Shares Held
799K
Value
$166.39M
Legence Corp. Class A Common stock
LGN
Shares Held
748K
Value
$42.22M
Brookfield Infrastructure Partners L.P.
BIP
Shares Held
712K
Value
$25.71M
Leonardo DRS, Inc.
DRS
Shares Held
627K
Value
$27.91M
TKO Group Holdings, Inc.
TKO
Shares Held
611K
Value
$123.16M
GFL Environmental Inc.
GFL
Shares Held
520K
Value
$21.70M
RTX Corporation
RTX
Shares Held
449K
Value
$86.57M
Alphabet Inc.
GOOGL
Shares Held
436K
Value
$125.28M
Targa Resources Corp.
TRGP
Shares Held
429K
Value
$107.51M
Broadcom Inc.
AVGO
Shares Held
408K
Value
$126.40M
CF Industries Holdings, Inc.
CF
Shares Held
373K
Value
$48.40M
Howmet Aerospace Inc.
HWM
Shares Held
358K
Value
$82.61M
Eaton Corporation plc
ETN
Shares Held
329K
Value
$117.50M
GE Vernova Inc.
GEV
Shares Held
260K
Value
$226.90M
BWX Technologies, Inc.
BWXT
Shares Held
246K
Value
$50.35M
GE Aerospace
GE
Shares Held
228K
Value
$64.66M