13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 14, 2025 · Accession 0001768744-25-000009
Total Value
$2.14B
Positions
61
Other Managers
0
Confidential Omitted
No
Holdings (61)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 826,502 | $157.3M | 7.36% |
| 2 | NVIDIA CORPORATION | NVDA | 1,372,666 | $148.8M | 6.96% |
| 3 | MICROSOFT CORP | MSFT | 338,818 | $127.2M | 5.95% |
| 4 | MASTERCARD INCORPORATED | MA | 202,759 | $111.1M | 5.20% |
| 5 | META PLATFORMS INC | META | 169,090 | $97.5M | 4.56% |
| 6 | CRH PLC | CRH | 1,083,065 | $95.3M | 4.46% |
| 7 | GE VERNOVA INC | GEV | 295,151 | $90.1M | 4.22% |
| 8 | CONSTELLATION ENERGY CORP | CEG | 436,357 | $88.0M | 4.12% |
| 9 | NETFLIX INC | NFLX | 86,005 | $80.2M | 3.75% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 880,978 | $79.3M | 3.71% |
| 11 | BROADCOM INC | AVGO | 471,820 | $79.0M | 3.70% |
| 12 | SERVICENOW INC | NOW | 98,193 | $78.2M | 3.66% |
| 13 | ELI LILLY & CO | LLY | 93,386 | $77.1M | 3.61% |
| 14 | JOHNSON CTLS INTL PLC | G51502105 | 949,750 | $76.1M | 3.56% |
| 15 | ALPHABET INC | GOOG | 474,257 | $73.3M | 3.43% |
| 16 | TKO GROUP HOLDINGS INC | TKO | 411,461 | $62.9M | 2.94% |
| 17 | BOSTON SCIENTIFIC CORP | BSX | 602,455 | $60.8M | 2.84% |
| 18 | UBER TECHNOLOGIES INC | UBER | 770,950 | $56.2M | 2.63% |
| 19 | COMFORT SYS USA INC | 199908104 | 171,125 | $55.2M | 2.58% |
| 20 | MOTOROLA SOLUTIONS INC | MSI | 112,225 | $49.1M | 2.30% |
| 21 | CURTISS WRIGHT CORP | CW | 150,858 | $47.9M | 2.24% |
| 22 | AXON ENTERPRISE INC | AXON | 89,102 | $46.9M | 2.19% |
| 23 | HOWMET AEROSPACE INC | HWM | 262,425 | $34.0M | 1.59% |
| 24 | ISHARES TR | 46432F396 | 161,300 | $32.6M | 1.53% |
| 25 | ON HLDG AG | H5919C104 | 700,295 | $30.8M | 1.44% |
| 26 | SPOTIFY TECHNOLOGY S A | SPOT | 36,170 | $19.9M | 0.93% |
| 27 | INTUITIVE SURGICAL INC | ISRG | 37,750 | $18.7M | 0.87% |
| 28 | LINDE PLC | LIN | 34,708 | $16.2M | 0.76% |
| 29 | NEXTERA ENERGY INC | NEE-PW | 222,865 | $15.8M | 0.74% |
| 30 | QUANTA SVCS INC | 74762E102 | 58,450 | $14.9M | 0.70% |
| 31 | THERMO FISHER SCIENTIFIC INC | TMO | 24,255 | $12.1M | 0.56% |
| 32 | GFL ENVIRONMENTAL INC | GFL | 245,922 | $11.9M | 0.56% |
| 33 | EATON CORP PLC | ETN | 37,274 | $10.1M | 0.47% |
| 34 | CLEAN HARBORS INC | CLH | 38,802 | $7.6M | 0.36% |
| 35 | TRANE TECHNOLOGIES PLC | TT | 16,295 | $5.5M | 0.26% |
| 36 | INSULET CORP | PODD | 20,855 | $5.5M | 0.26% |
| 37 | MERCADOLIBRE INC | MELI | 2,485 | $4.8M | 0.23% |
| 38 | SHARKNINJA INC | SN | 55,715 | $4.6M | 0.22% |
| 39 | WIX COM LTD | WIX | 28,330 | $4.6M | 0.22% |
| 40 | TALEN ENERGY CORP | TLN | 21,482 | $4.3M | 0.20% |
| 41 | TARGA RES CORP | TRGP | 21,360 | $4.3M | 0.20% |
| 42 | BROOKFIELD INFRAST PARTNERS | G16252101 | 141,305 | $4.2M | 0.20% |
| 43 | TRADEWEB MKTS INC | 892672106 | 24,915 | $3.7M | 0.17% |
| 44 | SALESFORCE INC | CRM | 13,040 | $3.5M | 0.16% |
| 45 | ARES MANAGEMENT CORPORATION | ARES-PB | 22,790 | $3.3M | 0.16% |
| 46 | VERTIV HOLDINGS CO | VRT | 41,695 | $3.0M | 0.14% |
| 47 | CADENCE DESIGN SYSTEM INC | CDNS | 11,549 | $2.9M | 0.14% |
| 48 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 17,380 | $2.9M | 0.13% |
| 49 | GODADDY INC | GDDY | 14,090 | $2.5M | 0.12% |
| 50 | LEONARDO DRS INC | DRS | 61,920 | $2.0M | 0.10% |
| 51 | UL SOLUTIONS INC | ULS | 33,775 | $1.9M | 0.09% |
| 52 | RYAN SPECIALTY HOLDINGS INC | RYAN | 25,530 | $1.9M | 0.09% |
| 53 | WAYSTAR HLDG CORP | WAY | 46,500 | $1.7M | 0.08% |
| 54 | HEICO CORP NEW | HEI-A | 5,570 | $1.5M | 0.07% |
| 55 | CAMECO CORP | CCJ | 33,651 | $1.4M | 0.06% |
| 56 | NOVA LTD | NVMI | 5,785 | $1.1M | 0.05% |
| 57 | APPLOVIN CORP | APP | 3,590 | $951,242 | 0.04% |
| 58 | REDDIT INC | RDDT | 8,925 | $936,233 | 0.04% |
| 59 | ASTERA LABS INC | ALAB | 14,975 | $893,558 | 0.04% |
| 60 | ZSCALER INC | ZS | 4,495 | $891,898 | 0.04% |
| 61 | ONTO INNOVATION INC | ONTO | 7,320 | $888,209 | 0.04% |