LongNVDASep 2026
NVIDIA Corporation
Nvidia dominates accelerated computing for AI training and inference, and Munro believes its earnings potential remains underestimated. Management guided to approximately 70%…
Munro Concentrated Global Growth Fund
Concentrated global growth-equity investing in long-duration structural themes including AI computing, connectivity, healthcare, climate and consumer platforms.$389M AUM6 published ideas
Munro Concentrated Global Growth Fund is a long-only, unhedged concentrated global growth equity strategy with 20-40 positions and a relative-return objective. The portfolio is built around global growth opportunities rather than benchmark-constrained sector or regional weights. GSFM reports A$542.44M of fund size at 31 August 2026, which converts to about US$388.8M at the 0.7167 AUD/USD close. ([GSFM][5])
Ideas from Munro Concentrated Global Growth Fund
Long3750.HKSep 2026
Contemporary Amperex Technology Co. Limited
CATL commands more than one-third of the global EV battery market and benefits from scale, product quality and persistent R&D investment. Munro sees long-term storage growth…
LongNOKSep 2026
Nokia Oyj
Munro holds Nokia as a networking supplier exposed to the connectivity demands of AI infrastructure. Although its shares sold off with the broader AI supply chain, the fund…
LongINTCSep 2026
Intel Corporation
Munro sees Intel becoming increasingly important to the AI supply chain as applications move from prompt-based interactions to autonomous AI agents. Agentic workflows require…
LongAMATSep 2026
Applied Materials Inc.
Munro remains invested in Applied Materials as a semiconductor capital-equipment beneficiary of global demand for advanced computing. The shares fell during July’s AI…
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 Concentrated Global Growth Fund Quarterly Report - September 2026September 30, 2026
- Munro Concentrated Global Growth Fund & MCGG.ASX August 2026 ReportAugust 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.