Portfolio (Quarterly) Guide ↗

Munro Partners

· CIK 0001768744

13F Portfolio $3.0B AUM 59 positions Filed May 6, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 20 New 16 Added 23 Reduced 22 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	SPOT	SPOTIFY TECHNOLOGY S A	Communication Services	6,370	$3.7M	0.10%	SOLD
22	AVAV	AEROVIRONMENT INC	Industrials	11,215	$2.7M	0.07%	SOLD

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Sector Allocation

Industrials 30.9%

Technology 21.2%

Utilities 14.8%

Communication Services 8.8%

Consumer Cyclical 6.8%

Healthcare 5.5%

Financial Services 4.4%

Energy 4.4%

Basic Materials 3.1%