LongNVDAAug 2026
NVIDIA Corporation
Munro's Nvidia position, traded on Nasdaq as NVDA, is tied to its view that AI remains a structural medium-term growth driver. ([NVIDIA Investor Relations][4]) The fund cites…
Munro Climate Change Leaders Fund
Concentrated long-only, unhedged global growth strategy focused on decarbonisation across clean energy, energy efficiency, clean transport and the circular economy.$262M AUM2 published ideas
Munro Climate Change Leaders Fund is a concentrated, long-only, unhedged global growth strategy centered on decarbonisation. It typically holds 15-25 positions and allocates across clean energy, energy efficiency, clean transport and the circular economy. GSFM lists A$122.04M for the unlisted fund and A$243.99M for MCCL.ASX at 31 August 2026; combined and converted at the 0.7167 AUD/USD close, that is about US$262.3M. ([GSFM][3])
Ideas from Munro Climate Change Leaders Fund
LongNVDAAug 2026
NVIDIA Corporation
Munro's Nvidia position, traded on Nasdaq as NVDA, is tied to its view that AI remains a structural medium-term growth driver. ([NVIDIA Investor Relations][4]) The fund cites…
Letters covered
- Munro Climate Change Leaders Fund & MCCL.ASX August 2026 ReportAugust 31, 2026
- Munro Climate Change Leaders Fund & MCCL.ASX August 2026 ReportAugust 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.