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 Global Growth Fund
Long-biased global growth equity strategy, typically holding 30-50 positions and using short positions, hedging and cash as capital-preservation tools.$1.1B AUM2 published ideas
Munro Global Growth Fund is a global growth equity strategy that typically holds 30-50 positions and applies a capital-preservation mindset. The August report shows 88% long exposure, 2% short exposure and 86% net exposure, alongside currency hedging. The report lists $1.6B of MGGF FUM; using the 31 August AUD/USD close of 0.7167 gives an approximate US-dollar value of $1.147B. ([Investing.com][6])
Ideas from Munro 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 Global Growth Fund & MAET.ASX August 2026 ReportAugust 31, 2026
- Munro Global Growth Fund & MAET.ASX August 2026 ReportAugust 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.