Munro Partners Closed Holding Positions

Munro Partners

  • $3.69 Trillion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
NVST
Envista Holdings Corp

Healthcare
Q1 2020 Filed on Oct 27, 2025
16,698
$11.91 - $33.2 $199K - $554K
ROKU
Roku, Inc

Communication Services
Q4 2019 Filed on Oct 27, 2025
32,400
$102.4 - $164.28 $3.32M - $5.32M
FISV
Fiserv Inc

Technology
Q3 2020 Filed on Oct 27, 2025
23,914
$93.06 - $104.07 $2.23M - $2.49M
FIS
Fidelity National Information Services, Inc.

Technology
Q4 2020 Filed on Oct 27, 2025
321,729
$123.97 - $151.18 $39.9M - $48.6M
AYX
Alteryx, Inc.

Technology
Q4 2019 Filed on Oct 27, 2025
31,500
$87.42 - $115.75 $2.75M - $3.65M
MU
Micron Technology Inc

Technology
Q2 2021 Filed on Oct 27, 2025
1,059,600
$76.8 - $95.59 $81.4M - $101M
WMS
Advanced Drainage Systems, Inc.

Industrials
Q4 2022 Filed on Oct 27, 2025
23,423
$80.62 - $135.25 $1.89M - $3.17M
DAR
Darling Ingredients Inc.

Consumer Defensive
Q4 2021 Filed on Oct 27, 2025
1,262,804
$61.91 - $85.34 $78.2M - $108M
DIS
Walt Disney CO

Communication Services
Q2 2022 Filed on Oct 27, 2025
322,300
$93.29 - $138.58 $30.1M - $44.7M
RTX
Raytheon Technologies Corp

Industrials
Q2 2023 Filed on Oct 27, 2025
805,653
$92.14 - $104.66 $74.2M - $84.3M
GNRC
Generac Holdings Inc.

Industrials
Q2 2022 Filed on Oct 27, 2025
102,995
$204.62 - $316.01 $21.1M - $32.5M
DE
Deere & CO

Industrials
Q1 2023 Filed on Oct 27, 2025
1,598
$385.5 - $439.61 $616K - $702K
AEP
American Electric Power CO Inc

Utilities
Q4 2023 Filed on Oct 27, 2025
18,695
$71.33 - $83.57 $1.33M - $1.56M
SNOW
Snowflake Inc.

Technology
Q1 2022 Filed on Oct 27, 2025
99,785
$166.75 - $332.01 $16.6M - $33.1M
ON
On Semiconductor Corp

Technology
Q4 2023 Filed on Oct 27, 2025
371,774
$62.64 - $95.14 $23.3M - $35.4M
BALL
Ball Corp

Consumer Cyclical
Q3 2022 Filed on Oct 27, 2025
20,436
$47.49 - $73.56 $971K - $1.5M
IBP
Installed Building Products, Inc.

Consumer Cyclical
Q2 2021 Filed on Oct 27, 2025
196,083
$111.12 - $139.59 $21.8M - $27.4M
TWLO
Twilio Inc

Communication Services
Q2 2021 Filed on Oct 27, 2025
140,399
$281.02 - $400.68 $39.5M - $56.3M
NTR
Nutrien Ltd.

Basic Materials
Q1 2023 Filed on Oct 27, 2025
27,117
$71.61 - $84.5 $1.94M - $2.29M
TT
Trane Technologies PLC

Industrials
Q1 2022 Filed on Oct 27, 2025
534,483
$142.78 - $195.24 $76.3M - $104M
AMD
Advanced Micro Devices Inc

Technology
Q2 2023 Filed on Oct 27, 2025
639,875
$81.62 - $129.19 $52.2M - $82.7M
QCOM
Qualcomm Inc

Technology
Q1 2021 Filed on Oct 27, 2025
455,575
$123.2 - $164.78 $56.1M - $75.1M
VST
Vistra Corp.

Utilities
Q2 2024 Filed on Oct 20, 2025
28,915
$65.66 - $106.2 $1.9M - $3.07M
MNDY
Monday.Com Ltd.

Technology
Q2 2024 Filed on Oct 20, 2025
430
$178.07 - $246.44 $76.6K - $106K
RYAN
Ryan Specialty Holdings, Inc.

Financial Services
Q3 2025 Filed on Oct 14, 2025
19,735
$50.98 - $67.62 $1.01M - $1.33M
SBAC
Sba Communications Corp

Real Estate
Q3 2025 Filed on Oct 14, 2025
9,305
$191.35 - $239.35 $1.78M - $2.23M
CPRT
Copart Inc

Consumer Cyclical
Q3 2025 Filed on Oct 14, 2025
138,102
$44.6 - $49.97 $6.16M - $6.9M
Amrize LTD
Q3 2025 Filed on Oct 14, 2025
37,325
N/A
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