Portfolio (Quarterly) Guide ↗

Munro Partners

· CIK 0001768744

13F Portfolio $4.5B AUM 61 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 24 New 23 Added 14 Reduced 22 Exited

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	SN	SHARKNINJA INC	Consumer Cyclical	20,350	$2.2M	0.07%	SOLD
22	META	META PLATFORMS INC	Communication Services	2,015	$1.2M	0.04%	SOLD

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Sector Allocation

Technology 36.6%

Industrials 26.9%

Communication Services 8.3%

Consumer Cyclical 8.3%

Utilities 8.1%

Financial Services 4.0%

Energy 3.2%

Healthcare 2.8%

Basic Materials 1.9%