Stock Taper 
MUNRO PARTNERS
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Viavi Solutions Inc. | VIAV | 129.78K | $6.2M |
 Advanced Energy Industries, Inc. | AEIS | 135.05K | $50.36M |
 Onto Innovation Inc. | ONTO | 136.38K | $51.61M |
 AAR Corp. | AIR | 139.14K | $19.89M |
 Clean Harbors, Inc. | CLH | 149.77K | $44.74M |
 Lumentum Holdings Inc. | LITE | 160.22K | $137.48M |
 Nextpower Inc. | NXT | 165.75K | $19.75M |
 BorgWarner Inc. | BWA | 167.19K | $11.1M |
 Marvell Technology, Inc. | MRVL | 171.56K | $51.11M |
 Advanced Micro Devices, Inc. | AMD | 171.72K | $99.75M |
 Ultra Clean Holdings, Inc. | UCTT | 183.55K | $26.17M |
 Arm Holdings plc American Depositary Shares | ARM | 193.73K | $68.69M |
 GE Vernova Inc. | GEV | 217.87K | $255.97M |
 Woodward, Inc. | WWD | 230.17K | $97.92M |
 Solstice Advanced Materials Inc. | SOLS | 267.58K | $23.71M |
 Quanta Services, Inc. | PWR | 276.28K | $198.93M |
 Applied Materials, Inc. | AMAT | 278.56K | $201.4M |
 Cameco Corporation | CCJ | 306.38K | $31.21M |
 GE Aerospace | GE | 308.68K | $115.36M |
 Mastercard Incorporated | MA | 308.93K | $158.67M |