13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 15, 2025 · Accession 0001768744-25-000010
Total Value
$3.01B
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,582,247 | $212.5M | 7.06% |
| 2 | CONSTELLATION ENERGY CORP | CEG | 815,061 | $182.3M | 6.06% |
| 3 | AMAZON COM INC | AMZN | 819,582 | $179.8M | 5.97% |
| 4 | MICROSOFT CORP | MSFT | 367,683 | $155.0M | 5.15% |
| 5 | MASTERCARD INCORPORATED | MA | 246,184 | $129.6M | 4.31% |
| 6 | CRH PLC | CRH | 1,247,665 | $115.4M | 3.83% |
| 7 | GE VERNOVA INC | GEV | 337,615 | $111.1M | 3.69% |
| 8 | SERVICENOW INC | NOW | 99,898 | $105.9M | 3.52% |
| 9 | BROADCOM INC | AVGO | 453,235 | $105.1M | 3.49% |
| 10 | NETFLIX INC | NFLX | 99,270 | $88.5M | 2.94% |
| 11 | JOHNSON CTLS INTL PLC | G51502105 | 1,084,560 | $85.6M | 2.84% |
| 12 | META PLATFORMS INC | META | 145,335 | $85.1M | 2.83% |
| 13 | CADENCE DESIGN SYSTEM INC | CDNS | 282,620 | $84.9M | 2.82% |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 157,900 | $82.1M | 2.73% |
| 15 | BOSTON SCIENTIFIC CORP | BSX | 918,225 | $82.0M | 2.72% |
| 16 | CHIPOTLE MEXICAN GRILL INC | CMG | 1,317,175 | $79.4M | 2.64% |
| 17 | MOTOROLA SOLUTIONS INC | MSI | 166,240 | $76.8M | 2.55% |
| 18 | CURTISS WRIGHT CORP | CW | 213,718 | $75.8M | 2.52% |
| 19 | COMFORT SYS USA INC | 199908104 | 173,365 | $73.5M | 2.44% |
| 20 | LIBERTY MEDIA CORP DEL | FWONB | 786,328 | $72.9M | 2.42% |
| 21 | CLEAN HARBORS INC | CLH | 313,116 | $72.1M | 2.39% |
| 22 | SHARKNINJA INC | SN | 712,309 | $69.4M | 2.30% |
| 23 | ALPHABET INC | GOOG | 342,417 | $64.8M | 2.15% |
| 24 | ELI LILLY & CO | LLY | 83,366 | $64.4M | 2.14% |
| 25 | DATADOG INC | DDOG | 408,405 | $58.4M | 1.94% |
| 26 | WIX COM LTD | WIX | 238,040 | $51.1M | 1.70% |
| 27 | UBER TECHNOLOGIES INC | UBER | 826,460 | $49.9M | 1.66% |
| 28 | AXON ENTERPRISE INC | AXON | 74,097 | $44.0M | 1.46% |
| 29 | TKO GROUP HOLDINGS INC | TKO | 301,376 | $42.8M | 1.42% |
| 30 | APPLIED MATLS INC | 038222105 | 254,159 | $41.3M | 1.37% |
| 31 | LULULEMON ATHLETICA INC | LULU | 99,200 | $37.9M | 1.26% |
| 32 | RADNET INC | RDNT | 444,960 | $31.1M | 1.03% |
| 33 | HOWMET AEROSPACE INC | HWM | 281,230 | $30.8M | 1.02% |
| 34 | ARES MANAGEMENT CORPORATION | ARES-PB | 152,415 | $27.0M | 0.90% |
| 35 | MIRION TECHNOLOGIES INC | MIR | 1,122,215 | $19.6M | 0.65% |
| 36 | QUANTA SVCS INC | 74762E102 | 55,917 | $17.7M | 0.59% |
| 37 | LINDE PLC | LIN | 30,576 | $12.8M | 0.43% |
| 38 | APPLOVIN CORP | APP | 39,500 | $12.8M | 0.42% |
| 39 | GFL ENVIRONMENTAL INC | GFL | 257,230 | $11.5M | 0.38% |
| 40 | NEXTERA ENERGY INC | NEE-PW | 130,885 | $9.4M | 0.31% |
| 41 | EATON CORP PLC | ETN | 21,695 | $7.2M | 0.24% |
| 42 | ON HLDG AG | H5919C104 | 113,490 | $6.2M | 0.21% |
| 43 | VISA INC | V | 14,050 | $4.4M | 0.15% |
| 44 | CAMECO CORP | CCJ | 84,270 | $4.3M | 0.14% |
| 45 | GARTNER INC | IT | 7,515 | $3.6M | 0.12% |
| 46 | PROCORE TECHNOLOGIES INC | PCOR | 47,930 | $3.6M | 0.12% |
| 47 | MERCADOLIBRE INC | MELI | 2,040 | $3.5M | 0.12% |
| 48 | VERTIV HOLDINGS CO | VRT | 30,460 | $3.5M | 0.11% |
| 49 | XYLEM INC | XYL | 25,620 | $3.0M | 0.10% |
| 50 | BROOKFIELD INFRAST PARTNERS | G16252101 | 71,745 | $2.3M | 0.08% |
| 51 | ASTERA LABS INC | ALAB | 12,700 | $1.7M | 0.06% |
| 52 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 9,200 | $1.6M | 0.05% |
| 53 | TARGA RES CORP | TRGP | 8,810 | $1.6M | 0.05% |
| 54 | GODADDY INC | GDDY | 7,450 | $1.5M | 0.05% |
| 55 | TRADEWEB MKTS INC | 892672106 | 10,805 | $1.4M | 0.05% |
| 56 | APPLOVIN CORP | APP | 3,420 | $1.1M | 0.04% |
| 57 | REDDIT INC | RDDT | 6,735 | $1.1M | 0.04% |
| 58 | UL SOLUTIONS INC | ULS | 17,865 | $891,106 | 0.03% |
| 59 | HUT 8 CORP | HUT | 40,905 | $838,143 | 0.03% |
| 60 | ZSCALER INC | ZS | 4,405 | $794,706 | 0.03% |
| 61 | RYAN SPECIALTY HOLDINGS INC | RYAN | 11,890 | $762,862 | 0.03% |
| 62 | ONTO INNOVATION INC | ONTO | 4,395 | $732,515 | 0.02% |
| 63 | NOVA LTD | NVMI | 3,065 | $603,652 | 0.02% |
| 64 | BWX TECHNOLOGIES INC | BWXT | 4,895 | $545,254 | 0.02% |
| 65 | MAPLEBEAR INC | CART | 12,990 | $538,046 | 0.02% |
| 66 | HEICO CORP NEW | HEI-A | 2,230 | $530,160 | 0.02% |
| 67 | MONOLITHIC PWR SYS INC | 609839105 | 735 | $434,900 | 0.01% |
| 68 | AEROVIRONMENT INC | AVAV | 2,535 | $390,111 | 0.01% |