13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001768744-25-000016
Total Value
$2.79B
Positions
57
Other Managers
0
Confidential Omitted
No
Holdings (57)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 358,966 | $324.3M | 11.63% |
| 2 | MICROSOFT CORP | MSFT | 525,493 | $221.1M | 7.93% |
| 3 | AMAZON COM INC | AMZN | 1,202,117 | $216.8M | 7.77% |
| 4 | CONSTELLATION ENERGY CORP | CEG | 886,971 | $164.0M | 5.88% |
| 5 | META PLATFORMS INC | META | 292,015 | $141.8M | 5.08% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,040,477 | $141.6M | 5.07% |
| 7 | SERVICENOW INC | NOW | 160,528 | $122.4M | 4.39% |
| 8 | VISA INC | V | 396,805 | $110.7M | 3.97% |
| 9 | SYNOPSYS INC | SNPS | 180,006 | $102.9M | 3.69% |
| 10 | MASTERCARD INCORPORATED | MA | 184,069 | $88.6M | 3.18% |
| 11 | LIBERTY MEDIA CORP DEL | FWONB | 1,229,747 | $80.7M | 2.89% |
| 12 | CHIPOTLE MEXICAN GRILL INC | CMG | 26,889 | $78.2M | 2.80% |
| 13 | INTUIT | INTU | 117,377 | $76.3M | 2.73% |
| 14 | ELI LILLY & CO | LLY | 90,746 | $70.6M | 2.53% |
| 15 | UBER TECHNOLOGIES INC | UBER | 883,820 | $68.0M | 2.44% |
| 16 | ALPHABET INC | GOOG | 436,367 | $65.9M | 2.36% |
| 17 | APPLIED MATLS INC | 038222105 | 303,103 | $62.5M | 2.24% |
| 18 | BOSTON SCIENTIFIC CORP | BSX | 909,785 | $62.3M | 2.23% |
| 19 | ADOBE INC | ADBE | 119,965 | $60.5M | 2.17% |
| 20 | ONTO INNOVATION INC | ONTO | 330,925 | $59.9M | 2.15% |
| 21 | PINTEREST INC | PINS | 1,520,075 | $52.7M | 1.89% |
| 22 | LULULEMON ATHLETICA INC | LULU | 120,327 | $47.0M | 1.69% |
| 23 | AIRBNB INC | ABNB | 273,867 | $45.2M | 1.62% |
| 24 | CRH PLC | CRH | 507,850 | $43.8M | 1.57% |
| 25 | NEXTRACKER INC | NXT | 728,950 | $41.0M | 1.47% |
| 26 | ON HLDG AG | H5919C104 | 1,132,090 | $40.1M | 1.44% |
| 27 | SHARKNINJA INC | SN | 580,964 | $36.2M | 1.30% |
| 28 | MICRON TECHNOLOGY INC | MU | 265,425 | $31.3M | 1.12% |
| 29 | APPLOVIN CORP | APP | 451,735 | $31.3M | 1.12% |
| 30 | AXON ENTERPRISE INC | AXON | 64,585 | $20.2M | 0.72% |
| 31 | CLEAN HARBORS INC | CLH | 42,126 | $8.5M | 0.30% |
| 32 | QUANTA SVCS INC | 74762E102 | 24,107 | $6.3M | 0.22% |
| 33 | WASTE MGMT INC DEL | 94106L109 | 28,858 | $6.2M | 0.22% |
| 34 | COMFORT SYS USA INC | 199908104 | 19,245 | $6.1M | 0.22% |
| 35 | LINDE PLC | LIN | 13,166 | $6.1M | 0.22% |
| 36 | CORE & MAIN INC | CNM | 91,784 | $5.3M | 0.19% |
| 37 | CAMECO CORP | CCJ | 119,765 | $5.2M | 0.19% |
| 38 | GFL ENVIRONMENTAL INC | GFL | 144,695 | $5.0M | 0.18% |
| 39 | VERTIV HOLDINGS CO | VRT | 60,140 | $4.9M | 0.18% |
| 40 | MERCADOLIBRE INC | MELI | 2,510 | $3.8M | 0.14% |
| 41 | COSTCO WHSL CORP NEW | 22160K105 | 4,740 | $3.5M | 0.12% |
| 42 | ARM HOLDINGS PLC | 042068205 | 25,454 | $3.2M | 0.11% |
| 43 | GARTNER INC | IT | 6,625 | $3.2M | 0.11% |
| 44 | VERALTO CORP | VLTO | 31,025 | $2.8M | 0.10% |
| 45 | MSCI INC | MSCI | 4,264 | $2.4M | 0.09% |
| 46 | BROADCOM INC | AVGO | 1,680 | $2.2M | 0.08% |
| 47 | NEXTERA ENERGY INC | NEE-PW | 32,900 | $2.1M | 0.08% |
| 48 | VISTRA CORP | VST | 28,915 | $2.0M | 0.07% |
| 49 | MONOLITHIC PWR SYS INC | 609839105 | 2,880 | $2.0M | 0.07% |
| 50 | WIX COM LTD | WIX | 1,910 | $262,587 | 0.01% |
| 51 | TRADEWEB MKTS INC | 892672106 | 2,155 | $224,486 | 0.01% |
| 52 | MAPLEBEAR INC | CART | 5,365 | $200,061 | 0.01% |
| 53 | CAMTEK LTD | CAMT | 2,375 | $198,954 | 0.01% |
| 54 | GODADDY INC | GDDY | 1,170 | $138,856 | 0.00% |
| 55 | MONDAY COM LTD | MNDY | 430 | $97,124 | 0.00% |
| 56 | DECKERS OUTDOOR CORP | DECK | 99 | $93,185 | 0.00% |
| 57 | ASTERA LABS INC | ALAB | 500 | $37,095 | 0.00% |