13F HOLDINGS REPORT (Amended)
Munro Partners
Quarter ended Q3 2025 · Filed October 15, 2025 · Accession 0001768744-25-000012
Total Value
$3.21B
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 2,013,346 | $318.1M | 9.90% |
| 2 | MICROSOFT CORP | MSFT | 434,223 | $216.0M | 6.72% |
| 3 | AMAZON COM INC | AMZN | 809,513 | $177.6M | 5.52% |
| 4 | META PLATFORMS INC | META | 219,405 | $161.9M | 5.04% |
| 5 | CONSTELLATION ENERGY CORP | CEG | 439,012 | $141.7M | 4.41% |
| 6 | MASTERCARD INCORPORATED | MA | 200,344 | $112.6M | 3.50% |
| 7 | ORACLE CORP | ORCL-PD | 513,535 | $112.3M | 3.49% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 1,065,458 | $111.3M | 3.46% |
| 9 | BOSTON SCIENTIFIC CORP | BSX | 958,605 | $103.0M | 3.20% |
| 10 | ELI LILLY & CO | LLY | 126,836 | $98.9M | 3.08% |
| 11 | GE VERNOVA INC | GEV | 182,888 | $96.8M | 3.01% |
| 12 | UBER TECHNOLOGIES INC | UBER | 1,032,095 | $96.3M | 3.00% |
| 13 | NETFLIX INC | NFLX | 71,395 | $95.6M | 2.97% |
| 14 | VERTIV HOLDINGS CO | VRT | 718,485 | $92.3M | 2.87% |
| 15 | ADVANCED MICRO DEVICES INC | AMD | 633,460 | $89.9M | 2.80% |
| 16 | ALPHABET INC | GOOG | 475,542 | $83.8M | 2.61% |
| 17 | JOHNSON CTLS INTL PLC | G51502105 | 788,082 | $83.2M | 2.59% |
| 18 | CURTISS WRIGHT CORP | CW | 159,656 | $78.0M | 2.43% |
| 19 | VISA INC | V | 201,680 | $71.6M | 2.23% |
| 20 | CHENIERE ENERGY INC | LNG | 276,295 | $67.3M | 2.09% |
| 21 | INTUITIVE SURGICAL INC | ISRG | 120,910 | $65.7M | 2.04% |
| 22 | TKO GROUP HOLDINGS INC | TKO | 360,926 | $65.7M | 2.04% |
| 23 | MOTOROLA SOLUTIONS INC | MSI | 155,475 | $65.4M | 2.03% |
| 24 | AXON ENTERPRISE INC | AXON | 75,622 | $62.6M | 1.95% |
| 25 | SERVICENOW INC | NOW | 60,096 | $61.8M | 1.92% |
| 26 | HEICO CORP NEW | HEI-A | 182,073 | $59.7M | 1.86% |
| 27 | SPOTIFY TECHNOLOGY S A | SPOT | 77,560 | $59.5M | 1.85% |
| 28 | BROADCOM INC | AVGO | 205,216 | $56.6M | 1.76% |
| 29 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 287,765 | $52.8M | 1.64% |
| 30 | ON HLDG AG | H5919C104 | 510,051 | $26.5M | 0.83% |
| 31 | HOWMET AEROSPACE INC | HWM | 140,890 | $26.2M | 0.82% |
| 32 | QUANTA SVCS INC | 74762E102 | 51,972 | $19.6M | 0.61% |
| 33 | LINDE PLC | LIN | 40,814 | $19.1M | 0.60% |
| 34 | NEXTERA ENERGY INC | NEE-PW | 266,932 | $18.5M | 0.58% |
| 35 | GFL ENVIRONMENTAL INC | GFL | 256,167 | $12.9M | 0.40% |
| 36 | EATON CORP PLC | ETN | 30,967 | $11.1M | 0.34% |
| 37 | COMFORT SYS USA INC | 199908104 | 18,069 | $9.7M | 0.30% |
| 38 | TRADEWEB MKTS INC | 892672106 | 55,235 | $8.1M | 0.25% |
| 39 | TRANE TECHNOLOGIES PLC | TT | 18,195 | $8.0M | 0.25% |
| 40 | CLEAN HARBORS INC | CLH | 34,399 | $8.0M | 0.25% |
| 41 | TALEN ENERGY CORP | TLN | 27,276 | $7.9M | 0.25% |
| 42 | COPART INC | CPRT | 138,102 | $6.8M | 0.21% |
| 43 | MERCADOLIBRE INC | MELI | 2,235 | $5.8M | 0.18% |
| 44 | BROOKFIELD INFRAST PARTNERS | G16252101 | 168,180 | $5.6M | 0.18% |
| 45 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 86,740 | $4.8M | 0.15% |
| 46 | LEONARDO DRS INC | DRS | 98,755 | $4.6M | 0.14% |
| 47 | INSULET CORP | PODD | 14,355 | $4.5M | 0.14% |
| 48 | NOVA LTD | NVMI | 14,485 | $4.0M | 0.12% |
| 49 | CELESTICA INC | CLS | 24,855 | $3.9M | 0.12% |
| 50 | WAYSTAR HLDG CORP | WAY | 86,195 | $3.5M | 0.11% |
| 51 | ZSCALER INC | ZS | 10,260 | $3.2M | 0.10% |
| 52 | GODADDY INC | GDDY | 17,590 | $3.2M | 0.10% |
| 53 | DYNATRACE INC | DT | 57,180 | $3.2M | 0.10% |
| 54 | REDDIT INC | RDDT | 18,610 | $2.8M | 0.09% |
| 55 | MIRION TECHNOLOGIES INC | MIR | 121,875 | $2.6M | 0.08% |
| 56 | WIX COM LTD | WIX | 16,200 | $2.6M | 0.08% |
| 57 | ASTERA LABS INC | ALAB | 26,050 | $2.4M | 0.07% |
| 58 | KINSALE CAP GROUP INC | 49714P108 | 4,860 | $2.4M | 0.07% |
| 59 | BLUE OWL CAPITAL INC | OWL | 119,875 | $2.3M | 0.07% |
| 60 | SBA COMMUNICATIONS CORP NEW | SBAC | 9,305 | $2.2M | 0.07% |
| 61 | UL SOLUTIONS INC | ULS | 29,545 | $2.2M | 0.07% |
| 62 | TARGA RES CORP | TRGP | 10,865 | $1.9M | 0.06% |
| 63 | COREWEAVE INC | CRWV | 11,475 | $1.9M | 0.06% |
| 64 | AMRIZE LTD | AMRZ | 37,325 | $1.8M | 0.06% |
| 65 | NEXTRACKER INC | NXT | 28,679 | $1.6M | 0.05% |
| 66 | RYAN SPECIALTY HOLDINGS INC | RYAN | 19,735 | $1.3M | 0.04% |