Investments: Munro Partners

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
3.849.552.997 $+279.508.371 $3.690.410.968 $+593.541.427 $3.214.484.356 $+1.079.209.474 $2.137.611.199 $+2.137.611.199 $
BANK OF AMERICA CORP /DE/BAC1.578.368.475 $-36.054.312 $1.614.422.787 $+453.944.081 $1.160.478.706 $+169.175.968 $991.302.738 $+991.302.738 $
NVIDIA CORPNVDA467.652.667 $+169.446.331 $298.206.336 $-19.882.199 $318.088.535 $+169.318.994 $148.769.541 $+148.769.541 $
MICROSOFT CORPMSFT185.939.800 $+6.520.366 $179.419.434 $-36.567.428 $215.986.862 $+88.797.973 $127.188.889 $+127.188.889 $
AMAZON COM INCAMZN213.548.432 $+11.810.151 $201.738.281 $+24.139.224 $177.599.057 $+20.348.786 $157.250.271 $+157.250.271 $
ALPHA PRO TECH LTDAPT179.632.891 $+67.494.021 $112.138.870 $+28.334.103 $83.804.767 $+10.465.665 $73.339.102 $+73.339.102 $
Constellation Energy CorpCEG169.307.120 $+39.598.585 $129.708.535 $-11.986.978 $141.695.513 $+53.712.851 $87.982.662 $+87.982.662 $
Liberty Media CorpFWONA139.743.134 $-1.738.882 $141.482.016 $+30.141.655 $111.340.361 $+32.043.531 $79.296.830 $+79.296.830 $
Mastercard IncMA137.852.677 $+32.364.587 $105.488.090 $-7.093.217 $112.581.307 $+1.445.044 $111.136.263 $+111.136.263 $
BOSTON SCIENTIFIC CORPBSX119.836.834 $-1.427.436 $121.264.270 $+18.300.507 $102.963.763 $+42.188.103 $60.775.660 $+60.775.660 $
ORACLE CORPORCL103.310.702 $-8.963.455 $112.274.157 $+112.274.157 $
Vertiv Holdings CoVRT21.885.931 $-84.007.229 $105.893.160 $+13.632.501 $92.260.659 $+89.250.280 $3.010.379 $+3.010.379 $
ELI LILLY & CoLLY41.396.674 $-57.475.793 $98.872.467 $+21.744.036 $77.128.431 $+77.128.431 $
GENERAL ELECTRIC COGE96.293.258 $+96.293.258 $
NETFLIX INCNFLX85.135.309 $-10.471.877 $95.607.186 $+15.404.943 $80.202.243 $+80.202.243 $
HEICO CORPHEI92.190.144 $+28.390.259 $63.799.885 $+4.079.941 $59.719.944 $+58.231.696 $1.488.248 $+1.488.248 $
ADVANCED MICRO DEVICES INCAMD40.108.916 $-49.779.058 $89.887.974 $+89.887.974 $
CURTISS WRIGHT CORPCW10.374.901 $-78.434.338 $88.809.239 $+10.809.300 $77.999.939 $+30.137.221 $47.862.718 $+47.862.718 $
Eaton Corp plcETN88.081.392 $+76.596.782 $11.484.610 $+429.701 $11.054.909 $+922.718 $10.132.191 $+10.132.191 $
CIENA CORPCIEN71.197.044 $-9.930.949 $81.127.993 $+81.127.993 $
INSULET CORPPODD7.523.833 $-62.631.972 $70.155.805 $+65.645.751 $4.510.054 $-966.678 $5.476.732 $+5.476.732 $
INTUITIVE SURGICAL INCISRG61.954.120 $+21.647.516 $40.306.604 $-25.397.099 $65.703.703 $+47.007.260 $18.696.443 $+18.696.443 $
CELESTICA INCCLS50.543.398 $+37.806.784 $12.736.614 $+8.856.500 $3.880.114 $+3.880.114 $
NEXTERA ENERGY INCNEE30.252.474 $+8.410.801 $21.841.673 $+3.311.254 $18.530.419 $+2.731.519 $15.798.900 $+15.798.900 $
LINDE PLCLIN26.467.733 $+5.976.708 $20.491.025 $+1.341.912 $19.149.113 $+2.987.680 $16.161.433 $+16.161.433 $
CLEAN HARBORS INCCLH20.108.770 $+2.226.901 $17.881.869 $+9.929.508 $7.952.361 $+304.487 $7.647.874 $+7.647.874 $
MERCADOLIBRE INCMELI4.723.440 $-4.682.744 $9.406.184 $+3.564.721 $5.841.463 $+993.551 $4.847.912 $+4.847.912 $
AAR CORPAIR8.965.743 $+8.965.743 $
Talen Energy CorpTLN8.668.175 $+737.132 $7.931.043 $+3.641.732 $4.289.311 $+4.289.311 $
Trane Technologies plcTT6.575.534 $-1.047.173 $7.622.707 $-335.968 $7.958.675 $+2.468.564 $5.490.111 $+5.490.111 $
CAMECO CORPCCJ7.755.607 $+6.370.532 $1.385.075 $+1.385.075 $
COPART INCCPRT6.776.665 $+6.776.665 $
AeroVironment IncAVAV2.712.796 $-3.717.258 $6.430.054 $+6.430.054 $
SBA COMMUNICATIONS CORPSBAC2.185.186 $+2.185.186 $
Amrize LtdAMRZ1.849.454 $+1.849.454 $
AppLovin CorpAPP951.242 $+951.242 $
3.849.552.997 $+279.508.371 $3.690.410.968 $+593.541.427 $3.214.484.356 $+1.079.209.474 $2.137.611.199 $+2.137.611.199 $
Erweiterte Einstellungen ×