13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001768744-25-000015
Total Value
$2.70B
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 2,440,728 | $301.5M | 11.17% |
| 2 | AMAZON COM INC | AMZN | 1,204,197 | $232.7M | 8.62% |
| 3 | MICROSOFT CORP | MSFT | 518,293 | $231.7M | 8.58% |
| 4 | CONSTELLATION ENERGY CORP | CEG | 918,090 | $183.9M | 6.81% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 989,757 | $172.0M | 6.37% |
| 6 | SERVICENOW INC | NOW | 152,848 | $120.2M | 4.45% |
| 7 | APPLIED MATLS INC | 038222105 | 413,128 | $97.5M | 3.61% |
| 8 | META PLATFORMS INC | META | 189,210 | $95.4M | 3.53% |
| 9 | GE VERNOVA INC | GEV | 547,625 | $93.9M | 3.48% |
| 10 | VISA INC | V | 329,305 | $86.4M | 3.20% |
| 11 | SYNOPSYS INC | SNPS | 143,896 | $85.6M | 3.17% |
| 12 | ELI LILLY & CO | LLY | 89,566 | $81.1M | 3.00% |
| 13 | MASTERCARD INCORPORATED | MA | 182,209 | $80.4M | 2.98% |
| 14 | ALPHABET INC | GOOG | 433,457 | $79.0M | 2.92% |
| 15 | LIBERTY MEDIA CORP DEL | FWONB | 1,076,297 | $77.3M | 2.86% |
| 16 | UBER TECHNOLOGIES INC | UBER | 1,051,615 | $76.4M | 2.83% |
| 17 | BOSTON SCIENTIFIC CORP | BSX | 906,945 | $69.8M | 2.59% |
| 18 | SHARKNINJA INC | SN | 828,179 | $62.2M | 2.31% |
| 19 | CHIPOTLE MEXICAN GRILL INC | CMG | 979,595 | $61.4M | 2.27% |
| 20 | QUALCOMM INC | QCOM | 303,915 | $60.5M | 2.24% |
| 21 | CRH PLC | CRH | 782,820 | $58.7M | 2.17% |
| 22 | CURTISS WRIGHT CORP | CW | 167,440 | $45.4M | 1.68% |
| 23 | ARM HOLDINGS PLC | 042068205 | 270,107 | $44.2M | 1.64% |
| 24 | NEXTERA ENERGY INC | NEE-PW | 536,265 | $38.0M | 1.41% |
| 25 | COMFORT SYS USA INC | 199908104 | 92,080 | $28.0M | 1.04% |
| 26 | INTUIT | INTU | 40,362 | $26.5M | 0.98% |
| 27 | APPLOVIN CORP | APP | 276,419 | $23.0M | 0.85% |
| 28 | ON HLDG AG | H5919C104 | 310,875 | $12.1M | 0.45% |
| 29 | QUANTA SVCS INC | 74762E102 | 30,887 | $7.8M | 0.29% |
| 30 | CLEAN HARBORS INC | CLH | 33,106 | $7.5M | 0.28% |
| 31 | LINDE PLC | LIN | 14,006 | $6.1M | 0.23% |
| 32 | CAMECO CORP | CCJ | 124,850 | $6.1M | 0.23% |
| 33 | VERTIV HOLDINGS CO | VRT | 68,385 | $5.9M | 0.22% |
| 34 | GFL ENVIRONMENTAL INC | GFL | 150,505 | $5.9M | 0.22% |
| 35 | NEXTRACKER INC | NXT | 117,770 | $5.5M | 0.20% |
| 36 | CORE & MAIN INC | CNM | 95,464 | $4.7M | 0.17% |
| 37 | MERCADOLIBRE INC | MELI | 1,915 | $3.1M | 0.12% |
| 38 | GARTNER INC | IT | 6,625 | $3.0M | 0.11% |
| 39 | BROADCOM INC | AVGO | 1,690 | $2.7M | 0.10% |
| 40 | PINTEREST INC | PINS | 60,885 | $2.7M | 0.10% |
| 41 | VERALTO CORP | VLTO | 23,810 | $2.3M | 0.08% |
| 42 | WASTE MGMT INC DEL | 94106L109 | 10,288 | $2.2M | 0.08% |
| 43 | ONTO INNOVATION INC | ONTO | 9,465 | $2.1M | 0.08% |
| 44 | COSTCO WHSL CORP NEW | 22160K105 | 1,760 | $1.5M | 0.06% |
| 45 | EATON CORP PLC | ETN | 4,745 | $1.5M | 0.06% |
| 46 | AIRBNB INC | ABNB | 9,065 | $1.4M | 0.05% |
| 47 | WIX COM LTD | WIX | 3,055 | $485,959 | 0.02% |
| 48 | TRADEWEB MKTS INC | 892672106 | 3,880 | $411,280 | 0.02% |
| 49 | BROOKFIELD INFRAST PARTNERS | G16252101 | 13,660 | $374,830 | 0.01% |
| 50 | AXON ENTERPRISE INC | AXON | 1,150 | $338,376 | 0.01% |
| 51 | CAMTEK LTD | CAMT | 2,675 | $335,017 | 0.01% |
| 52 | MAPLEBEAR INC | CART | 9,295 | $298,741 | 0.01% |
| 53 | E L F BEAUTY INC | ELF | 1,415 | $298,169 | 0.01% |
| 54 | GODADDY INC | GDDY | 1,320 | $184,417 | 0.01% |
| 55 | UL SOLUTIONS INC | ULS | 4,080 | $172,135 | 0.01% |
| 56 | REDDIT INC | RDDT | 2,160 | $138,002 | 0.01% |
| 57 | MONOLITHIC PWR SYS INC | 609839105 | 155 | $127,360 | 0.00% |