13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 15, 2025 · Accession 0001768744-25-000011
Total Value
$3.69B
Positions
64
Other Managers
0
Confidential Omitted
No
Holdings (64)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,598,276 | $298.2M | 8.08% |
| 2 | AMAZON COM INC | AMZN | 918,788 | $201.7M | 5.47% |
| 3 | MICROSOFT CORP | MSFT | 346,403 | $179.4M | 4.86% |
| 4 | LIBERTY MEDIA CORP DEL | FWONB | 1,354,543 | $141.5M | 3.83% |
| 5 | CONSTELLATION ENERGY CORP | CEG | 394,167 | $129.7M | 3.51% |
| 6 | UBER TECHNOLOGIES INC | UBER | 1,287,025 | $126.1M | 3.42% |
| 7 | META PLATFORMS INC | META | 169,865 | $124.7M | 3.38% |
| 8 | BOSTON SCIENTIFIC CORP | BSX | 1,242,080 | $121.3M | 3.29% |
| 9 | TKO GROUP HOLDINGS INC | TKO | 572,656 | $115.7M | 3.13% |
| 10 | BROADCOM INC | AVGO | 349,546 | $115.3M | 3.12% |
| 11 | CRH PLC | CRH | 935,295 | $112.1M | 3.04% |
| 12 | ALPHABET INC CAP | GOOG | 461,287 | $112.1M | 3.04% |
| 13 | VERTIV HOLDINGS CO | VRT | 701,930 | $105.9M | 2.87% |
| 14 | MASTERCARD INCORPORATED | MA | 185,454 | $105.5M | 2.86% |
| 15 | ORACLE CORP | ORCL-PD | 367,340 | $103.3M | 2.80% |
| 16 | GE VERNOVA INC | GEV | 155,543 | $95.6M | 2.59% |
| 17 | AXON ENTERPRISE INC | AXON | 129,442 | $92.9M | 2.52% |
| 18 | MOTOROLA SOLUTIONS INC | MSI | 202,760 | $92.7M | 2.51% |
| 19 | CURTISS WRIGHT CORP | CW | 163,571 | $88.8M | 2.41% |
| 20 | NETFLIX INC | NFLX | 71,010 | $85.1M | 2.31% |
| 21 | COREWEAVE INC | CRWV | 616,485 | $84.4M | 2.29% |
| 22 | JOHNSON CTLS INTL PLC | G51502105 | 753,252 | $82.8M | 2.24% |
| 23 | CIENA CORP | CIEN | 556,930 | $81.1M | 2.20% |
| 24 | SPOTIFY TECHNOLOGY S | SPOT | 103,445 | $72.2M | 1.96% |
| 25 | INSULET CORP | PODD | 227,240 | $70.2M | 1.90% |
| 26 | CHENIERE ENERGY INC | LNG | 293,555 | $69.0M | 1.87% |
| 27 | HEICO CORP NEW | HEI-A | 197,633 | $63.8M | 1.73% |
| 28 | VISA INC | V | 185,755 | $63.4M | 1.72% |
| 29 | SHOPIFY INC | SHOP | 409,895 | $60.9M | 1.65% |
| 30 | ARES MANAGEMENT CORPORATION | ARES-PB | 364,115 | $58.2M | 1.58% |
| 31 | KKR & CO INC | KKRT | 363,250 | $47.2M | 1.28% |
| 32 | INTUITIVE SURGICAL INC | ISRG | 90,125 | $40.3M | 1.09% |
| 33 | ADVANCED MICRO DEVICES INC | AMD | 164,300 | $40.1M | 1.09% |
| 34 | QUANTA SVCS INC | 74762E102 | 78,412 | $32.5M | 0.88% |
| 35 | COMFORT SYS USA INC | 199908104 | 27,254 | $22.5M | 0.61% |
| 36 | NEXTERA ENERGY INC | NEE-PW | 289,332 | $21.8M | 0.59% |
| 37 | LINDE PLC | LIN | 43,139 | $20.5M | 0.56% |
| 38 | CLEAN HARBORS INC | CLH | 77,004 | $17.9M | 0.48% |
| 39 | GFL ENVIRONMENTAL INC | GFL | 344,892 | $16.3M | 0.44% |
| 40 | CELESTICA INC | CLS | 51,695 | $12.7M | 0.35% |
| 41 | ON HLDG AG | H5919C104 | 284,190 | $12.0M | 0.33% |
| 42 | HOWMET AEROSPACE INC | HWM | 58,688 | $11.5M | 0.31% |
| 43 | EATON CORP PLC | ETN | 30,687 | $11.5M | 0.31% |
| 44 | TARGA RES CORP | TRGP | 62,670 | $10.5M | 0.28% |
| 45 | MERCADOLIBRE INC | MELI | 4,025 | $9.4M | 0.25% |
| 46 | ASTERA LABS INC | ALAB | 44,585 | $8.7M | 0.24% |
| 47 | REDDIT INC | RDDT | 36,000 | $8.3M | 0.22% |
| 48 | LEONARDO DRS INC | DRS | 170,345 | $7.7M | 0.21% |
| 49 | NOVA LTD | NVMI | 23,930 | $7.6M | 0.21% |
| 50 | TRANE TECHNOLOGIES PLC | TT | 18,065 | $7.6M | 0.21% |
| 51 | DATADOG INC | DDOG | 50,000 | $7.1M | 0.19% |
| 52 | WAYSTAR HLDG CORP | WAY | 178,890 | $6.8M | 0.18% |
| 53 | AEROVIRONMENT INC | AVAV | 20,420 | $6.4M | 0.17% |
| 54 | BROOKFIELD INFRAST PARTNERS LP | G16252101 | 178,240 | $5.9M | 0.16% |
| 55 | TRADEWEB MKTS INC | 892672106 | 49,070 | $5.4M | 0.15% |
| 56 | INTERACTIVE BROKERS GROUP | 45841N107 | 78,980 | $5.4M | 0.15% |
| 57 | DYNATRACE INC | DT | 111,915 | $5.4M | 0.15% |
| 58 | BLUE OWL CAPITAL INC | OWL | 299,870 | $5.1M | 0.14% |
| 59 | MIRION TECHNOLOGIES INC | MIR | 199,910 | $4.6M | 0.13% |
| 60 | ZSCALER INC | ZS | 14,075 | $4.2M | 0.11% |
| 61 | KINSALE CAP GROUP INC | 49714P108 | 9,275 | $3.9M | 0.11% |
| 62 | WIX COM LTD | WIX | 22,055 | $3.9M | 0.11% |
| 63 | SHARKNINJA INC | SN | 31,740 | $3.3M | 0.09% |
| 64 | LEGENCE CORP | LGN | 70,685 | $2.2M | 0.06% |