Titelia

Holdings of Munro Partners

49 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 58 % of the equity sleeve

Sector breakdown

  • Industrials 27.4 %
  • Technology 22.0 %
  • Utilities 6.4 %
  • Consumer discretionary 6.4 %
  • Health care 5.9 %
  • Communication 4.9 %
  • Financials 4.8 %
  • Energy 4.1 %
  • Materials 1.9 %
  • Unattributed 16.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US492.6B $100.00 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 1,653,751288.4M $
2GE Vernova Inc 259,933226.9M $
3Amazon.com Inc 798,898166.4M $
4NextEra Energy Inc 1,544,112143.4M $
5Broadcom Inc 408,396126.4M $
6Alphabet Inc 435,667125.3M $
7TKO Group Holdings Inc 610,781123.2M $
8Targa Resources Corp 428,800107.5M $
9Mastercard Inc 206,114103M $
10Eli Lilly & Co 102,07593.9M $
11Liberty Media Corp-Liberty Formula One 1,068,22890.8M $
12RTX Corp 448,78586.6M $
13Ciena Corp 214,97583.5M $
14Howmet Aerospace Inc 358,47782.6M $
15Sterling Infrastructure Inc 164,99567.2M $
16General Electric Co 227,85564.7M $
17McKesson Corp 68,76559.5M $
18Lumentum Holdings Inc 73,39551.6M $
19BWX Technologies Inc 246,22050.3M $
20Quanta Services Inc 90,00249.4M $
21CF Industries Holdings Inc 372,73048.4M $
22Legence Corp 747,83242.2M $
23Comfort Systems USA Inc 20,70428.6M $
24Leonardo DRS Inc 626,91527.9M $
25Modine Manufacturing Co 118,32025.6M $
26Vertiv Holdings Co 93,01523.3M $
27Curtiss-Wright Corp 25,19017.2M $
28Primoris Services Corp 112,17016M $
29Interactive Brokers Group Inc 219,39014.7M $
30Constellation Energy Corp. 50,05014M $
31Construction Partners Inc 125,57514M $
32HEICO Corp 48,45013.3M $
33AAR Corp 119,22513.1M $
34Clean Harbors Inc 40,66911.7M $
35Coherent Corp 41,3059.8M $
36NiSource Inc 209,5309.8M $
37Powell Industries Inc 14,6807.9M $
38Nextpower Inc 65,6357.9M $
39V2X Inc 110,4857.6M $
40Solstice Advanced Materials Inc 94,7007.2M $
41Argan Inc 13,2257.2M $
42Cboe Global Markets Inc 24,2356.8M $
43Microsoft Corp 15,3475.7M $
44Rambus Inc 64,3955.5M $
45Littelfuse Inc 16,0955.5M $
46Teradyne Inc 15,2354.5M $
47Medline Inc 91,3304.1M $
48Forgent Power Solutions Inc 100,1852.9M $
49Meta Platforms Inc 2,0151.2M $