Munro Partners
MELBOURNE C3 · SEC CIK 0001768744
$45.40亿2026Q2 申报市值
61持仓数
43.6%前十大占比 · 第一大 6.5%
23 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMAT 新建仓+$2.01亿
PWR 加仓+$1.34亿
FLEX 新建仓+$1.30亿
MU 新建仓+$1.15亿
AMD 新建仓+$9,975.15万
2026Q2 卖出最多 按季末市值估算
ETN 清仓-$1.18亿
TRGP 减仓-$1.03亿
CIEN 减仓-$8,684.33万
NEE 减仓-$8,638.41万
STRL 清仓-$6,719.75万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.97亿 | 6.54% | 1,483,301 | -170,450 | -10.3% | -$3,410.53万 | 减仓 |
| GEV | GE VERNOVA INC | $2.56亿 | 5.64% | 217,873 | -42,060 | -16.2% | -$4,941.46万 | 减仓 |
| GOOGL | ALPHABET INC | $2.23亿 | 4.91% | 623,657 | 187,990 | 43.1% | $6,718.20万 | 加仓 |
| AMZN | AMAZON COM INC | $2.20亿 | 4.84% | 922,313 | 123,415 | 15.4% | $2,941.47万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2.01亿 | 4.44% | 278,565 | 278,565 | — | $2.01亿 | 新建仓 |
| PWR | QUANTA SVCS INC | $1.99亿 | 4.38% | 276,277 | 186,275 | 207.0% | $1.34亿 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.59亿 | 3.50% | 308,934 | 102,820 | 49.9% | $5,280.84万 | 加仓 |
| AVGO | BROADCOM INC | $1.47亿 | 3.24% | 389,356 | -19,040 | -4.7% | -$719.24万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.40亿 | 3.07% | 954,862 | 147,375 | 18.3% | $2,153.30万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1.37亿 | 3.03% | 160,222 | 86,827 | 118.3% | $7,450.28万 | 加仓 |
| FLEX | FLEX LTD | $1.30亿 | 2.87% | 804,342 | 804,342 | — | $1.30亿 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $1.30亿 | 2.87% | 483,932 | 125,455 | 35.0% | $3,372.98万 | 加仓 |
| MOD | MODINE MFG CO | $1.18亿 | 2.61% | 443,360 | 325,040 | 274.7% | $8,679.22万 | 加仓 |
| LLY | ELI LILLY & CO | $1.17亿 | 2.57% | 97,240 | -4,835 | -4.7% | -$579.92万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $1.15亿 | 2.54% | 99,985 | 99,985 | — | $1.15亿 | 新建仓 |
| GE | GE AEROSPACE | $1.15亿 | 2.54% | 308,680 | 80,825 | 35.5% | $3,020.67万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $1.13亿 | 2.49% | 561,729 | -49,052 | -8.0% | -$987.47万 | 减仓 |
| TSLA | TESLA INC 看涨期权 | $1.13亿 | 2.49% | 268,500 | 268,500 | — | $1.13亿 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $1.05亿 | 2.32% | 1,106,033 | 37,805 | 3.5% | $359.68万 | 加仓 |
| RTX | RTX CORPORATION | $1.03亿 | 2.26% | 541,675 | 92,890 | 20.7% | $1,762.40万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $9,975.15万 | 2.20% | 171,716 | 171,716 | — | $9,975.15万 | 新建仓 |
| WWD | WOODWARD INC | $9,792.35万 | 2.16% | 230,170 | 230,170 | — | $9,792.35万 | 新建仓 |
| WMB | WILLIAMS COS INC | $9,104.22万 | 2.01% | 1,224,673 | 1,224,673 | — | $9,104.22万 | 新建仓 |
| CGNX | COGNEX CORP | $7,580.56万 | 1.67% | 1,046,750 | 1,046,750 | — | $7,580.56万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $6,869.19万 | 1.51% | 193,733 | 193,733 | — | $6,869.19万 | 新建仓 |
| INIO | INNIO NV | $6,867.13万 | 1.51% | 1,736,315 | 1,736,315 | — | $6,867.13万 | 新建仓 |
| LGN | LEGENCE CORP | $6,644.68万 | 1.46% | 779,617 | 31,785 | 4.3% | $270.90万 | 加仓 |
| FIX | COMFORT SYS USA INC | $5,991.43万 | 1.32% | 30,230 | 9,526 | 46.0% | $1,888.01万 | 加仓 |
| LIN | LINDE PLC | $5,453.75万 | 1.20% | 105,094 | 40,135 | 61.8% | $2,082.77万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $5,161.11万 | 1.14% | 136,375 | 136,375 | — | $5,161.11万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $5,110.75万 | 1.13% | 171,565 | 171,565 | — | $5,110.75万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $5,035.65万 | 1.11% | 135,051 | 135,051 | — | $5,035.65万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $4,914.26万 | 1.08% | 559,902 | -984,210 | -63.7% | -$8,638.41万 | 减仓 |
| CLH | CLEAN HARBORS INC | $4,474.35万 | 0.99% | 149,769 | 109,100 | 268.3% | $3,259.36万 | 加仓 |
| POWL | POWELL INDS INC | $3,422.06万 | 0.75% | 119,502 | 75,462 | 171.3% | $2,160.93万 | 加仓 |
| CCJ | CAMECO CORP | $3,120.74万 | 0.69% | 306,375 | 141,110 | 85.4% | $1,437.35万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $2,617.20万 | 0.58% | 183,547 | 183,547 | — | $2,617.20万 | 新建仓 |
| QCOM | QUALCOMM INC 看涨期权 | $2,550.10万 | 0.56% | 138,000 | 138,000 | — | $2,550.10万 | 新建仓 |
| TER | TERADYNE INC | $2,441.99万 | 0.54% | 50,471 | 35,236 | 231.3% | $1,704.86万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,370.76万 | 0.52% | 267,580 | 172,880 | 182.6% | $1,531.72万 | 加仓 |
| NI | NISOURCE INC | $2,202.63万 | 0.49% | 463,224 | 253,694 | 121.1% | $1,206.31万 | 加仓 |
| DRS | LEONARDO DRS INC | $2,161.53万 | 0.48% | 506,570 | -120,345 | -19.2% | -$513.51万 | 减仓 |
| QCOM | QUALCOMM INC | $2,039.43万 | 0.45% | 110,365 | 110,365 | — | $2,039.43万 | 新建仓 |
| NVMI | NOVA LTD | $2,006.81万 | 0.44% | 36,962 | 15,512 | 72.3% | $842.21万 | 加仓 |
| AIR | AAR CORP | $1,988.69万 | 0.44% | 139,137 | 19,912 | 16.7% | $284.60万 | 加仓 |
| NXT | NEXTPOWER INC | $1,974.81万 | 0.44% | 165,755 | 100,120 | 152.5% | $1,192.83万 | 加仓 |
| CIEN | CIENA CORP | $1,861.48万 | 0.41% | 37,946 | -177,029 | -82.3% | -$8,684.33万 | 减仓 |
| HEI | HEICO CORP NEW | $1,629.46万 | 0.36% | 45,747 | -2,703 | -5.6% | -$96.28万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1,563.60万 | 0.34% | 428,502 | -283,383 | -39.8% | -$1,034.06万 | 减仓 |
| MYRG | MYR GROUP INC | $1,532.47万 | 0.34% | 30,625 | 30,625 | — | $1,532.47万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1,473.40万 | 0.32% | 56,530 | 56,530 | — | $1,473.40万 | 新建仓 |
| SNDK | SANDISK CORP | $1,357.19万 | 0.30% | 5,969 | 5,969 | — | $1,357.19万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $1,308.14万 | 0.29% | 39,070 | -53,945 | -58.0% | -$1,806.19万 | 减仓 |
| RDDT | REDDIT INC | $1,290.38万 | 0.28% | 74,339 | 32,789 | 78.9% | $569.15万 | 重新持有 |
| CRH | CRH PLC | $1,212.58万 | 0.27% | 113,325 | -69,755 | -38.1% | -$746.38万 | 减仓 |
| TRGP | TARGA RES CORP | $1,176.33万 | 0.26% | 43,870 | -384,930 | -89.8% | -$1.03亿 | 减仓 |
| BWA | BORGWARNER INC | $1,110.17万 | 0.24% | 167,194 | 167,194 | — | $1,110.17万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,083.68万 | 0.24% | 124,504 | -94,886 | -43.2% | -$825.89万 | 减仓 |
| ULS | UL SOLUTIONS INC | $652.11万 | 0.14% | 64,020 | 64,020 | — | $652.11万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $619.68万 | 0.14% | 129,776 | 129,776 | — | $619.68万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $346.71万 | 0.08% | 49,800 | 49,800 | — | $346.71万 | 新建仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -328,527 | -100.0% | -$1.18亿 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -164,995 | -100.0% | -$6,719.75万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -68,765 | -100.0% | -$5,950.65万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -246,220 | -100.0% | -$5,034.95万 | 清仓 |
| CF | CF INDUSTRIES HOLD | $0 | 0.00% | 0 | -372,730 | -100.0% | -$4,839.53万 | 清仓 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -520,187 | -100.0% | -$2,170.22万 | 清仓 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | -25,190 | -100.0% | -$1,715.74万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -112,170 | -100.0% | -$1,604.48万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -50,050 | -100.0% | -$1,397.65万 | 清仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $0 | 0.00% | 0 | -125,575 | -100.0% | -$1,395.39万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -41,305 | -100.0% | -$983.93万 | 清仓 |
| VVX | V2X INC | $0 | 0.00% | 0 | -110,485 | -100.0% | -$756.82万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -13,225 | -100.0% | -$720.30万 | 清仓 |
| CBOE | CBOE GLOBAL MKTS INC | $0 | 0.00% | 0 | -24,235 | -100.0% | -$681.17万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -15,347 | -100.0% | -$568.10万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -64,395 | -100.0% | -$553.99万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -19,510 | -100.0% | -$549.56万 | 清仓 |
| LFUS | LITTELFUSE INC | $0 | 0.00% | 0 | -16,095 | -100.0% | -$546.18万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -91,330 | -100.0% | -$406.42万 | 清仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $0 | 0.00% | 0 | -100,185 | -100.0% | -$293.24万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -20,350 | -100.0% | -$215.51万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -2,015 | -100.0% | -$115.28万 | 清仓 |