LongNVDASep 2026
NVIDIA Corporation
Munro regards Nvidia as a core enabler of more energy-efficient AI computing and data centres. Strong earnings and management guidance for about 70% revenue growth in the next…
Munro Climate Change Leaders Fund
Global equities benefiting from decarbonisation through clean energy, energy efficiency, clean transport and the circular economy.$262M AUM6 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
LongRWE.DESep 2026
RWE AG
RWE is a German utility positioned to benefit from the modernisation and interconnection of European electricity networks. The company upgraded earnings during the quarter and…
LongGEVSep 2026
GE Vernova Inc.
GE Vernova combines gas-turbine services with electrical grid equipment and other clean-power technologies. The market worried that gas-turbine orders had peaked as AI…
LongCLHSep 2026
Clean Harbors Inc.
Clean Harbors operates hazardous-waste collection, treatment, incineration and recycled motor-oil businesses protected by difficult-to-obtain permits and environmental approvals…
Long3750.HKSep 2026
Contemporary Amperex Technology Co. Limited
CATL leads the EV battery market with more than one-third share and uses product quality, safety and R&D scale to protect unit profitability. Munro expects stationary energy…
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 Quarterly Report - September 2026September 30, 2026
- Munro Climate Change Leaders Fund & MCCL.ASX August 2026 ReportAugust 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.