13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000018
Total Value
$2.23B
Positions
53
Other Managers
0
Confidential Omitted
No
Holdings (53)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 370,646 | $183.6M | 8.21% |
| 2 | AMAZON COM INC | AMZN | 1,172,337 | $178.1M | 7.97% |
| 3 | MICROSOFT CORP | MSFT | 414,063 | $155.7M | 6.97% |
| 4 | ALPHABET INC | GOOG | 804,312 | $112.4M | 5.03% |
| 5 | VISA INC | V | 422,765 | $110.1M | 4.93% |
| 6 | SERVICENOW INC | NOW | 151,878 | $107.3M | 4.80% |
| 7 | CONSTELLATION ENERGY CORP | CEG | 693,206 | $81.0M | 3.63% |
| 8 | ADOBE INC | ADBE | 132,530 | $79.1M | 3.54% |
| 9 | MASTERCARD INCORPORATED | MA | 184,579 | $78.7M | 3.52% |
| 10 | META PLATFORMS INC | META | 219,525 | $77.7M | 3.48% |
| 11 | LIBERTY MEDIA CORP DEL | FWONB | 1,180,951 | $74.6M | 3.34% |
| 12 | INTUIT | INTU | 109,057 | $68.2M | 3.05% |
| 13 | AMAZON COM INC | AMZN | 430,200 | $65.4M | 2.93% |
| 14 | CHIPOTLE MEXICAN GRILL INC | CMG | 28,029 | $64.1M | 2.87% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 595,197 | $61.9M | 2.77% |
| 16 | ELI LILLY & CO | LLY | 104,361 | $60.8M | 2.72% |
| 17 | UNITEDHEALTH GROUP INC | UNH | 114,178 | $60.1M | 2.69% |
| 18 | LULULEMON ATHLETICA INC | LULU | 116,632 | $59.6M | 2.67% |
| 19 | UBER TECHNOLOGIES INC | UBER | 885,135 | $54.5M | 2.44% |
| 20 | BOSTON SCIENTIFIC CORP | BSX | 911,090 | $52.7M | 2.36% |
| 21 | SYNOPSYS INC | SNPS | 94,736 | $48.8M | 2.18% |
| 22 | PINTEREST INC | PINS | 1,189,630 | $44.1M | 1.97% |
| 23 | APPLIED MATLS INC | 038222105 | 254,653 | $41.3M | 1.85% |
| 24 | ON HLDG AG | H5919C104 | 1,504,330 | $40.6M | 1.82% |
| 25 | CAMTEK LTD | CAMT | 510,060 | $35.4M | 1.58% |
| 26 | SHARKNINJA INC | SN | 636,699 | $32.6M | 1.46% |
| 27 | AIRBNB INC | ABNB | 232,122 | $31.6M | 1.41% |
| 28 | ONTO INNOVATION INC | ONTO | 199,920 | $30.6M | 1.37% |
| 29 | BROADCOM INC | AVGO | 26,245 | $29.3M | 1.31% |
| 30 | CLEAN HARBORS INC | CLH | 146,403 | $25.5M | 1.14% |
| 31 | COSTCO WHSL CORP NEW | 22160K105 | 27,998 | $18.5M | 0.83% |
| 32 | CAMECO CORP | CCJ | 355,455 | $15.3M | 0.69% |
| 33 | WASTE MGMT INC DEL | 94106L109 | 30,408 | $5.4M | 0.24% |
| 34 | LINDE PLC | LIN | 11,451 | $4.7M | 0.21% |
| 35 | ARM HOLDINGS PLC | 042068205 | 57,365 | $4.3M | 0.19% |
| 36 | MSCI INC | MSCI | 7,259 | $4.1M | 0.18% |
| 37 | NEXTRACKER INC | NXT | 85,760 | $4.0M | 0.18% |
| 38 | QUANTA SVCS INC | 74762E102 | 18,532 | $4.0M | 0.18% |
| 39 | CORE & MAIN INC | CNM | 97,874 | $4.0M | 0.18% |
| 40 | MERCADOLIBRE INC | MELI | 2,515 | $4.0M | 0.18% |
| 41 | VERALTO CORP | VLTO | 37,875 | $3.1M | 0.14% |
| 42 | COMFORT SYS USA INC | 199908104 | 15,130 | $3.1M | 0.14% |
| 43 | NEXTERA ENERGY INC | NEE-PW | 50,901 | $3.1M | 0.14% |
| 44 | GARTNER INC | IT | 6,690 | $3.0M | 0.14% |
| 45 | TARGA RES CORP | TRGP | 28,610 | $2.5M | 0.11% |
| 46 | GFL ENVIRONMENTAL INC | GFL | 63,285 | $2.2M | 0.10% |
| 47 | VERTIV HOLDINGS CO | VRT | 40,385 | $1.9M | 0.09% |
| 48 | JOHNSON CTLS INTL PLC | G51502105 | 27,295 | $1.6M | 0.07% |
| 49 | TRADEWEB MKTS INC | 892672106 | 1,890 | $171,763 | 0.01% |
| 50 | APPLOVIN CORP | APP | 4,060 | $161,791 | 0.01% |
| 51 | DECKERS OUTDOOR CORP | DECK | 175 | $116,975 | 0.01% |
| 52 | GODADDY INC | GDDY | 1,090 | $115,714 | 0.01% |
| 53 | MONOLITHIC PWR SYS INC | 609839105 | 140 | $88,309 | 0.00% |