13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001768744-25-000014
Total Value
$2.75B
Positions
62
Other Managers
0
Confidential Omitted
No
Holdings (62)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 1,788,882 | $217.2M | 7.91% |
| 2 | CONSTELLATION ENERGY CORP | CEG | 792,366 | $206.0M | 7.51% |
| 3 | AMAZON COM INC | AMZN | 1,053,832 | $196.4M | 7.15% |
| 4 | MICROSOFT CORP | MSFT | 447,068 | $192.4M | 7.01% |
| 5 | GE VERNOVA INC | GEV | 495,745 | $126.4M | 4.60% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 659,371 | $114.5M | 4.17% |
| 7 | SERVICENOW INC | NOW | 122,068 | $109.2M | 3.98% |
| 8 | CRH PLC | CRH | 1,077,815 | $100.0M | 3.64% |
| 9 | MASTERCARD INCORPORATED | MA | 189,159 | $93.4M | 3.40% |
| 10 | META PLATFORMS INC | META | 156,845 | $89.8M | 3.27% |
| 11 | SHARKNINJA INC | SN | 744,124 | $80.9M | 2.95% |
| 12 | LIBERTY MEDIA CORP DEL | FWONB | 987,444 | $76.5M | 2.79% |
| 13 | CHIPOTLE MEXICAN GRILL INC | CMG | 1,305,435 | $75.2M | 2.74% |
| 14 | ELI LILLY & CO | LLY | 84,116 | $74.5M | 2.71% |
| 15 | UBER TECHNOLOGIES INC | UBER | 982,355 | $73.8M | 2.69% |
| 16 | SYNOPSYS INC | SNPS | 142,611 | $72.2M | 2.63% |
| 17 | KLA CORP | KLAC | 92,840 | $71.9M | 2.62% |
| 18 | COMFORT SYS USA INC | 199908104 | 175,190 | $68.4M | 2.49% |
| 19 | BROADCOM INC | AVGO | 381,715 | $65.8M | 2.40% |
| 20 | ALPHABET INC | GOOG | 395,122 | $65.5M | 2.39% |
| 21 | APPLIED MATLS INC | 038222105 | 316,224 | $63.9M | 2.33% |
| 22 | CURTISS WRIGHT CORP | CW | 191,730 | $63.0M | 2.30% |
| 23 | VISA INC | V | 228,695 | $62.9M | 2.29% |
| 24 | BOSTON SCIENTIFIC CORP | BSX | 733,645 | $61.5M | 2.24% |
| 25 | NETFLIX INC | NFLX | 78,625 | $55.8M | 2.03% |
| 26 | MOTOROLA SOLUTIONS INC | MSI | 105,040 | $47.2M | 1.72% |
| 27 | JOHNSON CTLS INTL PLC | G51502105 | 532,970 | $41.4M | 1.51% |
| 28 | AXON ENTERPRISE INC | AXON | 89,102 | $35.6M | 1.30% |
| 29 | VERTIV HOLDINGS CO | VRT | 207,335 | $20.6M | 0.75% |
| 30 | TALEN ENERGY CORP | TLN | 101,465 | $18.1M | 0.66% |
| 31 | RADNET INC | RDNT | 231,398 | $16.1M | 0.58% |
| 32 | QUANTA SVCS INC | 74762E102 | 44,792 | $13.4M | 0.49% |
| 33 | CLEAN HARBORS INC | CLH | 40,311 | $9.7M | 0.35% |
| 34 | LINDE PLC | LIN | 17,906 | $8.5M | 0.31% |
| 35 | EATON CORP PLC | ETN | 23,315 | $7.7M | 0.28% |
| 36 | NEXTERA ENERGY INC | NEE-PW | 70,580 | $6.0M | 0.22% |
| 37 | GFL ENVIRONMENTAL INC | GFL | 144,715 | $5.8M | 0.21% |
| 38 | ON HLDG AG | H5919C104 | 106,215 | $5.3M | 0.19% |
| 39 | MERCADOLIBRE INC | MELI | 2,050 | $4.2M | 0.15% |
| 40 | WIX COM LTD | WIX | 21,550 | $3.6M | 0.13% |
| 41 | FIRST SOLAR INC | FSLR | 14,330 | $3.6M | 0.13% |
| 42 | GARTNER INC | IT | 6,605 | $3.3M | 0.12% |
| 43 | WASTE MGMT INC DEL | 94106L109 | 15,948 | $3.3M | 0.12% |
| 44 | VERALTO CORP | VLTO | 24,780 | $2.8M | 0.10% |
| 45 | PINTEREST INC | PINS | 65,155 | $2.1M | 0.08% |
| 46 | ARM HOLDINGS PLC | 042068205 | 10,489 | $1.5M | 0.05% |
| 47 | CAMTEK LTD | CAMT | 17,860 | $1.4M | 0.05% |
| 48 | BROOKFIELD INFRAST PARTNERS | G16252101 | 31,235 | $1.1M | 0.04% |
| 49 | TRADEWEB MKTS INC | 892672106 | 6,160 | $761,807 | 0.03% |
| 50 | APPLOVIN CORP | APP | 4,765 | $622,071 | 0.02% |
| 51 | NOVA LTD | NVMI | 2,705 | $563,560 | 0.02% |
| 52 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 3,615 | $503,786 | 0.02% |
| 53 | GODADDY INC | GDDY | 3,020 | $473,476 | 0.02% |
| 54 | TARGA RES CORP | TRGP | 3,060 | $452,911 | 0.02% |
| 55 | REDDIT INC | RDDT | 6,285 | $414,307 | 0.02% |
| 56 | UL SOLUTIONS INC | ULS | 8,215 | $405,000 | 0.01% |
| 57 | ONTO INNOVATION INC | ONTO | 1,575 | $326,907 | 0.01% |
| 58 | ASTERA LABS INC | ALAB | 6,170 | $323,246 | 0.01% |
| 59 | ZSCALER INC | ZS | 1,815 | $310,256 | 0.01% |
| 60 | MAPLEBEAR INC | CART | 6,555 | $267,051 | 0.01% |
| 61 | E L F BEAUTY INC | ELF | 2,025 | $220,786 | 0.01% |
| 62 | HUT 8 CORP | HUT | 7,910 | $96,977 | 0.00% |