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 Concentrated Global Growth Fund
Long-only, unhedged concentrated global growth equities, typically holding 20-40 positions with a relative-return objective.$389M AUM2 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
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 & MCGG.ASX August 2026 ReportAugust 31, 2026
- Munro Concentrated Global Growth Fund & MCGG.ASX August 2026 ReportAugust 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.