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Latest reporting and analysis tagged with Munro Partners.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% return. The letter highlighted Taiwan Semiconductor Manufacturing Company as a key contributor, citing strong stock performance and demand for compute.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% return. Alphabet Inc. was highlighted as the top performer, with the fund commenting on its earnings and AI potential.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% fund return. It highlighted Ciena Corporation's strong performance and role in hyperscaler networking.