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Munro Global Growth Fund's investment thesis on Infineon Technologies AG ($IFX.DE) — Q2 2026 | Buyside Digest

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$IFX.DENASDAQInfineon Technologies AG

NEUTRAL

Munro Global Growth Fund—IFX.DE

Fund Letter

Q2 2026

Published July 15, 2026

View Fund Profile

$55.86USD

-1.8% vs last month

$63.66Pitched

-12.3% since pitch

Market Cap$78.4B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The Munro Global Growth Fund returned 23.4% net in Q2 2026, driven primarily by AI infrastructure holdings including AMD, Micron, and Applied Materials. The quarter saw...

— Nick Griffin

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