Stock Taper 
MUNRO PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sandisk Corporation | SNDK | 5.97K | $13.57M |
 Comfort Systems USA, Inc. | FIX | 30.23K | $59.91M |
 MYR Group Inc. | MYRG | 30.63K | $15.32M |
 Nova Ltd. | NVMI | 36.96K | $20.07M |
 Ciena Corporation | CIEN | 37.95K | $18.61M |
 Vertiv Holdings Co | VRT | 39.07K | $13.08M |
 Targa Resources Corp. | TRGP | 43.87K | $11.76M |
 HEICO Corporation | HEI | 45.75K | $16.29M |
 Allegro MicroSystems, Inc. | ALGM | 49.8K | $3.47M |
 Teradyne, Inc. | TER | 50.47K | $24.42M |
 Tower Semiconductor Ltd. | TSEM | 56.53K | $14.73M |
 UL Solutions Inc. | ULS | 64.02K | $6.52M |
 Reddit, Inc. | RDDT | 74.34K | $12.9M |
 Eli Lilly and Company | LLY | 97.24K | $116.63M |
 Micron Technology, Inc. | MU | 99.98K | $115.41M |
 Linde plc | LIN | 105.09K | $54.54M |
 QUALCOMM Incorporated | QCOM | 110.36K | $20.39M |
 CRH plc | CRH | 113.33K | $12.13M |
 Powell Industries, Inc. | POWL | 119.5K | $34.22M |
 Interactive Brokers Group, Inc. | IBKR | 124.5K | $10.84M |