13F HOLDINGS REPORT
Munro Partners
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001768744-25-000019
Total Value
$1.98B
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 1,273,347 | $166.6M | 8.41% |
| 2 | AMAZON COM INC | AMZN | 1,283,082 | $163.1M | 8.23% |
| 3 | NVIDIA CORPORATION | NVDA | 374,466 | $162.9M | 8.22% |
| 4 | VISA INC | V | 600,355 | $138.1M | 6.97% |
| 5 | MICROSOFT CORP | MSFT | 424,468 | $134.0M | 6.76% |
| 6 | MASTERCARD INCORPORATED | MA | 282,224 | $111.7M | 5.64% |
| 7 | LIBERTY MEDIA CORP DEL | FWONB | 1,623,335 | $101.1M | 5.10% |
| 8 | SERVICENOW INC | NOW | 165,348 | $92.4M | 4.66% |
| 9 | ELI LILLY & CO | LLY | 167,266 | $89.8M | 4.53% |
| 10 | CONSTELLATION ENERGY CORP | CEG | 809,366 | $88.3M | 4.45% |
| 11 | NETFLIX INC | NFLX | 212,003 | $80.1M | 4.04% |
| 12 | SYNOPSYS INC | SNPS | 151,776 | $69.7M | 3.51% |
| 13 | COSTCO WHSL CORP NEW | 22160K105 | 112,823 | $63.7M | 3.22% |
| 14 | CHIPOTLE MEXICAN GRILL INC | CMG | 32,699 | $59.9M | 3.02% |
| 15 | LULULEMON ATHLETICA INC | LULU | 154,517 | $59.6M | 3.01% |
| 16 | APPLIED MATLS INC | 038222105 | 427,948 | $59.2M | 2.99% |
| 17 | AIRBNB INC | ABNB | 417,187 | $57.2M | 2.89% |
| 18 | INTUIT | INTU | 105,537 | $53.9M | 2.72% |
| 19 | UNITEDHEALTH GROUP INC | UNH | 85,238 | $43.0M | 2.17% |
| 20 | ON SEMICONDUCTOR CORP | ON | 371,774 | $34.6M | 1.74% |
| 21 | UBER TECHNOLOGIES INC | UBER | 713,475 | $32.8M | 1.66% |
| 22 | BOSTON SCIENTIFIC CORP | BSX | 501,575 | $26.5M | 1.34% |
| 23 | CLEAN HARBORS INC | CLH | 142,526 | $23.9M | 1.20% |
| 24 | WASTE MGMT INC DEL | 94106L109 | 144,479 | $22.0M | 1.11% |
| 25 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 154,612 | $13.4M | 0.68% |
| 26 | LINDE PLC | LIN | 12,005 | $4.5M | 0.23% |
| 27 | MSCI INC | MSCI | 7,619 | $3.9M | 0.20% |
| 28 | GFL ENVIRONMENTAL INC | GFL | 121,045 | $3.8M | 0.19% |
| 29 | QUANTA SVCS INC | 74762E102 | 18,642 | $3.5M | 0.18% |
| 30 | JOHNSON CTLS INTL PLC | G51502105 | 58,755 | $3.1M | 0.16% |
| 31 | NEXTERA ENERGY INC | NEE-PW | 53,210 | $3.0M | 0.15% |
| 32 | NEXTRACKER INC | NXT | 70,375 | $2.8M | 0.14% |
| 33 | WASTE CONNECTIONS INC | WCN | 18,150 | $2.4M | 0.12% |
| 34 | COMFORT SYS USA INC | 199908104 | 12,310 | $2.1M | 0.11% |
| 35 | FIRST SOLAR INC | FSLR | 8,941 | $1.4M | 0.07% |
| 36 | ARM HOLDINGS PLC | 042068205 | 26,540 | $1.4M | 0.07% |
| 37 | AMERICAN ELEC PWR CO INC | 025537101 | 18,695 | $1.4M | 0.07% |
| 38 | TESLA INC | TSLA | 4,510 | $1.1M | 0.06% |